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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💂‍♂️ New DonationGuard 🛡️ Automatically Protects Your Donations!

Worried about card testing attacks or spam bots flooding your donation forms, but don’t want to ruin the giving experience for your real supporters? Charitable’s DonationGuard features:

🛡️ Real-Time Bot Detection: Actively monitors every donation submission for five distinct attack signals without slowing down your human donors.

📊 Smart Traffic Scoring: Instantly evaluates activity against a learned baseline of your site’s normal donation rhythms to catch sneaky, slow-drip card testing.

🚨 Severity-Tiered Alerts: Immediately opens structured “Attack Records” and notifies you via email and admin alerts the moment a campaign starts taking fire.

🎯 Single-Click Defense: Deploy instant security using the “Recommended Settings” preset to turn on Honeypot, Time Trap, and Rate Limit modules all at once.

🚫 Automated Blocklists: Permanently stop repeat offenders by automatically blocking suspicious email addresses based on your customized rules.

Visit this page to learn more.

GiveWP Migrations New

🧤 White Glove Migration Service for GiveWP

Thinking about switching your fundraising platform from GiveWP to Charitable, but don’t want to risk losing your data or handle a complex technical setup yourself? Charitable’s White Glove Migration Service features:

👥 Flawless Donor Mapping: Safely transfer your entire supporter database with zero data loss.

📊 Complete Financial History: Meticulously preserve every historical transaction for continuous, accurate reporting.

🔄 Seamless Recurring Giving: Safely transfer active sustaining subscriptions without disrupting your incoming revenue or requiring your donors to update their information.

💳 Zero Gateway Disruptions: Keep using Stripe, PayPal, or any other GiveWP-compatible processor you already love.

🚀 Expert Technical Setup: Relax while our team handles the heavy lifting to install and configure your forms—plus, qualifying users get a full year of Charitable Pro completely free.

Visit this page to learn more.

automation Improvement

📢 New Feature Alert: Automation Connect 2.0 Is Here! 🚀

Thinking about connecting your fundraising data to tools like Mailchimp, Slack, or Google Sheets, but don’t want to hire a developer or write custom code? Charitalbe’s new automation addon has:

⚡ 17 Event Triggers: Instantly fire webhooks for a donor’s first gift, renewal payments, or reached campaign milestones.

🎯 Smart Conditional Logic: Use powerful AND/OR logic across 11 fields to only send data when it meets your exact criteria, like newsletter opt-ins.

📊 Custom Payload Control: Select from 80+ clean data fields across donor, donation, and campaign metadata so your apps get exactly what they need.

🚀 Pre-Built Platform Templates: Skip the setup from scratch with ready-to-go templates for Zapier, Make.com, n8n, HubSpot, and Slack.

🛡️ Reliable Developer Tools: Power your workflows with signed HMAC-SHA256 payloads, complete WordPress filters, and automatic retry logs.

automation Improvement

🔌 Charitable Meets Zapier: Connect to 7,000+ Apps and Automate Your Fundraising

Tired of manually copying donation data into accounting sheets or tracking down new donor signups? Put your administrative tasks on autopilot. Charitable is now officially on Zapier, giving you a powerful, no-code way to plug your fundraising directly into the rest of your favorite tools.

Every donation, donor signup, and campaign milestone can now trigger an automated workflow seamlessly.

What’s New:

♾️ Connect to 7,000+ Apps: Bridge your Charitable campaigns with everyday software like Google Sheets, QuickBooks, Slack, Mailchimp, HubSpot, Notion, Airtable, and thousands more.

⚡ 12 Powerful Triggers: Build deep workflows using smart automation triggers covering the entire donation lifecycle—including New Donation, New Donor, Subscription Cancelled, and Campaign Goal Reached.

📋 Pre-Built Action Templates: Get started in three minutes or less with our pre-made template combinations, like automatically logging new donations straight into a Google Sheet or firing custom donor welcome emails through Gmail.

🚫 Zero Code Needed: No complex webhooks or custom PHP scripts required. Just pick your trigger, choose your app, map your fields, and let Zapier handle the heavy lifting.

Ready to save hours of admin time? Grab Charitable Pro with the Automation Connect addon today and launch your first Zap!

Improvement Payments

🚀 Introducing PayPal Commerce: One Connection, Six Ways to Donate

Donors expect modern, flexible payment options when they support a cause. If they don’t see their preferred method on your donation form, they often disappear without a word. With PayPal Commerce, we are bringing a completely modernized checkout experience right to your campaigns.

Enjoy a single integration that upgrades your forms, makes giving seamless, and helps you capture every single donation.

What’s New:

🔌 One-Click Connection: Skip messy API keys and developer docs. Simply click “Connect with PayPal,” sign in to your business account, and your modern form is live in under five minutes.

💳 Six Ways to Give: Give your supporters instant access to PayPal balance, Venmo (US), Pay Later financing, major credit/debit cards, Apple Pay (Safari), and Google Pay (Chrome) all from the exact same form.

🔄 Flexible Recurring Giving: Fully supports monthly giving. Choose between the PayPal Subscriptions API (handled automatically on PayPal’s end) or Vault + Cron (handled securely right on your site).

💬 Friendly Error Recovery: No more confusing browser alerts. If a payment is declined, donors see plain-language, inline messages that guide them on how to fix the issue and complete their gift.

Ready for PayPal, modernized? Update to Charitable Pro 1.8.15+ (or Charitable Lite 1.8.11+) and connect your account today!