Charitable Documentation

Learn how to make the most of Charitable with clear, step-by-step instructions.

Usage Tracking

Usage tracking for Charitable helps us better understand our users and their website needs by looking at a range of server and website environments. This allows us to continuously improve our product as well as our Q&A / testing process.

You can help us by navigating to Charitable Settings -> Advanced in your WordPress dashboard and opt into usage tracking by turning on the “Usage Tracking” option and clicking the “Save” button on the page. This option is also available on the Charitable checklist and the onboarding wizard when you first install the plugin.

Below, you will find a description of what information will be included once you have saved this setting.

  • PHP Version: so we know which PHP versions we have to test against (no one likes whitescreens or log files full of errors).
  • WordPress Version: so we know which WordPress versions to support and test against.
  • MySQL Version: so we know which versions of MySQL to support and test against for our custom tables.
  • Charitable Version: so we know which versions of Charitable are potentially responsible for issues when we get bug reports, allowing us to identify issues and release solutions much faster.
  • The SERVER_SOFTWARE variable in PHP: combined with an Charitable option called SAS are used to parse out which web hosting companies our users are using. We use this to determine the top hosts users are using and make sure that we have testing accounts with those hosting companies, so we can properly test our new releases with various host environments. This also helps us identify conflicts with specific hosting providers so we know which hosts to work with to fix the issue if it’s a server configuration issue.
  • Theme/Plugin names and versions: So we know which themes and plugins to support and test against. Charitable runs on many websites. While we can’t test with all 50,000+ plugins, we do our best to test against the top plugins from this list.
  • License key and email and url: If you’re an Charitable customer, then we use this to determine if there’s an issue with your specific license key, and to link the profile of your site with the configuration of authentication to allow us to determine if there’s issues with your Charitable authentication.
  • Charitable settings: So we know which settings people are using, allowing us to determine potentially which new settings or areas of Charitable people want us to expand on, and which settings people aren’t using.
  • Site and user count and is multisite: This allows us to gauge how important it is to support specific types of multisites like multi-network and similar styles of configuration and gauge how much we need to scale our servers before launching features like author tracking dashboards that are correlated to the number of users on a site using it in terms of scale.
  • Campaign and donation information: We anonymously collect general info on total amount of campaigns and donations along with what gateway(s) were used. We do not collect information on individual campaigns or donations and purposely remove any data that we could identify as personally identifiable. For additional privacy we not store access logs on our server so that the IP Address of your site is not connected to your site’s unique ID.
  • Usage tracking config: The Charitable option that contains the information on when the usage tracking data-sync will happen (once a week), so we can gauge the server load for the usage tracking servers.

Still have questions? We’re here to help!

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Improvement Payments

💰 Accept Recurring Donations with Windcave and Charitable

A donor sets their gift up once on Windcave’s secure payment page, and Charitable bills every renewal after that on schedule. Why this is important:

🏦 Organizations banked in New Zealand or Australia: monthly giving on the gateway your bank already set you up with, with no second processor to onboard.
⛪ Churches taking regular tithes and offerings: congregants set their own schedule once, which is the simplest way to launch recurring church giving without a separate platform.
🌏 Groups with donors in several currencies: Windcave handles more than 20, so a supporter can give in the currency they actually hold.
📅 Operating funds rather than one-time campaigns: switch on Recurring Only mode and the one-off option disappears, so every gift to that campaign is a subscription.
🧾 Teams with no developer on staff: 3 sets of credentials pasted into a settings page, and no code anywhere.

Check out our announcement here.

automation update

⚡ Visual Automation Builder: Drag and Drop With No Code!

Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.

🧩 Many actions, one trigger: Tag a donor, send an email, add a note, and fire a webhook from a single event, dragged into any order.

✉️ Act inside Charitable: New Send Email, Tag Donor, and Add Donor Note actions run with no external service required.

🔤 Merge tags: Personalize emails and notes with live fields like {first_name}, {total}, and {campaign_name}.

🔁 Apply to existing donors: Run Tag Donor and Add Donor Note against the donors you already have.

🖥️ Canvas or Simple: Switch views anytime, and automations built before 2.3.0 keep working unchanged.

Read more here.

Integration updated

📬 Introducing Brevo for Charitable: Turn Donors into Subscribers Automatically

The moment a supporter makes a gift is when they are most engaged. With the new Brevo integration for Charitable, you can automatically turn those one-time donors into long-term subscribers without touching a single spreadsheet.

Simply collect donor consent right on your donation form and start your welcome series immediately.

What’s New:

🔄 Automated Subscriber Sync: New donors who opt in are added straight to your Brevo contact list as soon as their payment clears—no manual exports or CSV imports required.

🎯 Granular Consent & Opt-In Control: Customize your checkbox label, choose whether it defaults to checked or unchecked, or turn on Brevo double opt-in to keep your list clean and compliant.

📋 Per-Campaign List Mapping: Route supporters to your global email list or map specific campaigns to targeted Brevo lists to tailor your follow-up messaging.

⚡ 5-Minute Setup: Connect instantly by pasting your Brevo API key into the Newsletter settings, map your contact fields, and start building your email list on autopilot.

Ready to grow your mailing list? Brevo is available now starting on the Charitable Plus plan—connect your account today!

recurring donations updated

💳 Introducing Card Updates: Fix Expired Cards Without Losing Subscriptions!

newExpired or updated credit cards are one of the biggest silent leaks in recurring fundraising. With Card Updates in the Recurring Donations extension, donors can now refresh their payment details directly—keeping their subscription, schedule, and giving history completely intact.

No canceled plans, no lost history, and zero administrative headache for your team.

What’s New:

⚡ 30-Second Self-Service: Donors get a dedicated “Update Card” button in their dashboard that opens Stripe’s secure, PCI-compliant Customer Portal to update card details instantly.

🔒 Scoped & Safe Access: Scoped exclusively to card updates by default, donors can’t accidentally cancel or alter their plans from inside the portal, keeping your webhooks and data in sync.

🤝 Admin-Assisted Support: Helping a donor on the phone? Open their secure Stripe portal in one click from your admin screen or generate a single-use update link to email them.

📋 Automatic Audit Trail: Every payment method update is recorded automatically with a timestamp in both system-wide logs and the individual donor’s profile.

Ready to protect your recurring revenue? Get the Plus or Pro plan and update Recurring Donations to 2.3.0+ and enable “Update Payment Method” under your Settings today!

Integration page builder

Divi Fans Rejoice! Native Divi 5 Campaign Progress Bar Module!

With our new native Divi 5 module, you can anchor your microsites with real-time fundraising stats directly on the visual canvas. Here’s how it works, and why it’s worth turning on today.

Create campaign updates that are VISUAL AND LIVE. You can also:

📊 Campaign Progress Bar: Drop a live progress bar into any Divi 5 layout and show goal progress in real time.

🎨 Deep styling controls: Easily customize the bar and track color, height, and radius to match your brand perfectly.

👁️ Visual Builder ready: Configure and preview everything directly on the Divi canvas as a first-class module.

🔁 Identical rendering: The same exact engine powers this module, meaning consistent design without legacy shims.

✅ Faster launches: Never leave the Divi 5 interface to configure shortcodes or guess how your goal labels will look.

Learn more here.