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Charitable lite update new dashboard

Charitable Lite Update: New Dashboard, Test Mode Alerts & Easy Access Features

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We’re excited to introduce a fresh new look and helpful features exclusively for Charitable Lite users! This update focuses on making your day-to-day fundraising management smoother, more informative, and easier to navigate — all without leaving your WordPress admin.

Fresh New Dashboard Design — All Your Key Data at a Glance

When you log in to your WordPress site and click Charitable in the left menu, you’ll be greeted by the brand-new Lite dashboard. It’s designed to give you a clear overview of your fundraising activity — right inside your site.

Here’s what’s new:

Reports and Analytics Overview: See total donations, average donation, total donors, refunds, and a clear graph showing donation trends over time.

New lite dashboard overview

Switchable Tabs: Easily flip between top campaigns, latest donations, top donors, and campaign comments to stay on top of your donor engagement.

Helpful Sidebar Resources: Find tools to enhance your campaigns, plus the latest Charitable updates.

Enhance your campaign

Quick Access Links: Get instant help with documentation, support, and information on upgrading to Charitable Pro when you’re ready.

Quick access

This dashboard is your new fundraising command center, built to help you take control and grow your campaigns with confidence.

New Test Mode Alert Keeps You in Control

Sometimes you need to test your payment gateways before going live — and that’s why we’ve added a prominently placed Test Mode Active alert.

Charitable test mode active alert

Turn on Test Mode for your gateways, and you’ll see a clear alert box in the top-right corner of your WordPress admin screen. This reminder disappears the moment you switch back to live mode, protecting you from accidental test donations going live.

Test Mode is a crucial feature when setting up or troubleshooting your donation flows, and now you’ll never forget if it’s on or off.

Easily Learn More About Charitable Without Leaving Your Dashboard

We know you want quick answers and easy access to everything Charitable without jumping between websites. So we added a new About Us section inside the Charitable menu in your WordPress admin.

About us

Here’s what’s inside:

  • Meet the team and learn about the story behind Charitable.
  • Browse all available addons right from your dashboard.
  • Access a Getting Started Checklist to help new users set up their first campaigns smoothly.

We added the Getting Started Checklist so that new users always have step-by-step guidance right where they need it. Instead of digging through documentation or searching online, the checklist lives inside your WordPress dashboard, making it easy to access anytime you’re setting up or running your first fundraising campaign.

Getting started

It’s designed to make setup smoother, faster, and less overwhelming—so you can launch your campaign with confidence knowing you haven’t missed an important step.

Everything you need to succeed is now easier to find in one place.

Ready to Experience the Update?

The latest Charitable Lite version is available now. Simply update your plugin in WordPress and get started!

We hope these updates make managing your campaigns easier and more enjoyable. Your feedback always shapes our development, so please keep sharing your thoughts with us!

Stay connected with Charitable for more tips, tutorials, and updates:

Your feedback keeps Charitable moving forward. Thank you for being part of the Charitable community—we’re excited to continue building better tools with you!

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.

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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.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
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.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
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!

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
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!

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
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.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.