Charitable Documentation

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

Campaign Selector

The Campaign Selector feature allows donors to choose which campaign receives their donation directly from any donation form, creating a seamless multi-campaign donation experience without requiring page navigation.

Table of Contents

Getting Started

The Campaign Selector transforms your donation forms by adding an intelligent dropdown that lets donors seamlessly switch between active campaigns. When a donor selects a different campaign, the form dynamically updates via AJAX to show the appropriate donation amounts, form fields, and campaign-specific messaging.

Key Benefits

  • Improved donor experience: No need to navigate between campaign pages.
  • Higher conversion rates: Reduces friction in the donation process.
  • Smart campaign management: Automatically excludes ended or fully-funded campaigns.
  • Personalized experience: Remembers donor’s last campaign selection.
  • Universal compatibility: Designed to work with all form types and payment gateways.

Requirements

  • Charitable Pro: Version 1.8.12 or higher
  • WordPress: Version 6.2 or higher
  • PHP: Version 7.4 or higher
  • Multiple active campaigns: At least 2 campaigns for the selector to appear

Enabling the Campaign Selector

  1. In Charitable Pro: Navigate to Charitable Settings → General → Donation Form in your WordPress admin
  2. Scroll to the Campaign Selector section
  3. Check Enable Campaign Selector to activate the feature
  4. Configure your preferences using the options below
  5. Click Save Changes

Configuration Options

Basic Settings

Dropdown Label

  • Default: “Choose a Campaign”
  • Purpose: Text displayed above the campaign selector dropdown
  • Example: “Select the cause you’d like to support”

Tooltip Text

  • Purpose: Helper text displayed when donors hover over the information icon
  • Example: “Choose which campaign should receive your donation”
  • Note: Leave blank to hide the tooltip icon

Display Control

Display Campaign Selector On

Choose where the campaign selector should appear:

  • All Campaigns (Default): Shows selector on every campaign’s donation form
  • Selected Campaigns Only: Limit display to specific campaigns

Selected Campaigns for Display

When “Selected Campaigns Only” is chosen: – Select which campaigns should show the campaign selector – Use Ctrl/Cmd+Click to select multiple campaigns – Only donors viewing these campaigns will see the selector

Note: Ambassador Campaigns

The Campaign Selector may not function as expected with Ambassador campaigns. Native Ambassador campaign support is on the roadmap for this feature.

Dropdown Content

Dropdown Source

Control which campaigns appear in the selector dropdown:

  • All Active Campaigns (Default): Includes all eligible campaigns automatically
  • Selected Campaigns Only: Manually choose which campaigns to include

Selected Campaigns for Dropdown

When “Selected Campaigns Only” is chosen: – Manually select campaigns to include in dropdown – Allows for curated campaign selection – Useful for featuring specific campaigns or causes

Organization Options

Group by Category

  • Purpose: Organizes campaigns by their assigned categories in the dropdown
  • Benefit: Helps donors navigate large numbers of campaigns

Exclude Campaign Types

Fine-tune which campaigns appear by excluding:

  • Ended Campaigns: Campaigns past their end date
  • Fully Funded Campaigns: Campaigns that have reached their goal

Memory & Persistence

Remember Campaign Selection

Control how the selector remembers donor preferences:

  • Remember for 7 Days (Default): Stores selection in browser for one week
  • Remember for This Session: Stores selection until browser/tab is closed
  • Don’t Remember: Always shows default selection

Advanced Features

AJAX Form Loading

The Campaign Selector uses AJAX technology to provide seamless form switching:

  • Instant Updates: Forms load without page refresh
  • Loading Indicators: Visual feedback during form transitions
  • Payment Gateway Compatibility: Automatically reinitializes Stripe, PayPal, and other gateways
  • Form State Preservation: Maintains donor information when possible

Smart Campaign Filtering

The feature automatically filters campaigns based on intelligent criteria:

  • Excludes P2P Campaigns: Ambassador and peer-to-peer campaigns are hidden
  • Date-Based Filtering: Respects campaign start and end dates
  • Goal-Based Filtering: Can exclude fully-funded campaigns
  • Status Checks: Only includes published, active campaigns

Context-Aware Behavior

The selector adapts its behavior based on context:

  • Campaign-Specific Pages: Respects the current campaign context
  • Embedded Forms: Works seamlessly with shortcodes and widgets
  • Modal Forms: Compatible with popup and overlay donation forms
  • Multi-Step Forms: Maintains campaign selection throughout the process

Implementation Examples

Basic Implementation

The campaign selector automatically appears when:

1. Feature is enabled in settings
2. Multiple eligible campaigns exist
3. Current page/form meets display criteria

Customizing the Template

You can override the default template by copying /wp-content/plugins/charitable-pro/templates/donation-form/campaign-selector.php to your active theme’s /charitable/donation-form/ directory.

Useful Functions

// Check if campaign selector should display
if ( charitable_get_option( 'campaign_selector_enabled' ) ) {
    // Custom logic here
}

// Get campaigns that appear in selector
$campaigns = charitable_get_campaign_selector_campaigns();

// Check if current campaign/page should show selector
$should_display = charitable_campaign_selector_should_display( $campaign_id );

Troubleshooting

Campaign Selector Not Appearing

Possible Causes: 

– Feature not enabled in settings

– Only one campaign available

– Current campaign excluded from display settings –

All campaigns ended or fully funded

Solutions: 

1. Verify feature is enabled in settings.

2. Ensure at least 2 eligible campaigns exist

3. Check display settings for current campaign

4. Review campaign exclusion settings

AJAX Loading Issues

Symptoms: 

– Forms don’t update when selecting campaigns

– JavaScript errors in browser console

– Loading indicator doesn’t disappear

Solutions: 

1. Clear browser and plugin caches

2. Disable conflicting JavaScript plugins temporarily

3. Check for theme compatibility issues

4. Verify WordPress and plugin versions meet requirements

Payment Gateway Problems

Symptoms: 

– Payment buttons don’t work after campaign switch

– Stripe/PayPal errors after form update

Solutions: 

1. Ensure payment gateways are configured correctly

2. Check gateway compatibility with AJAX loading

3. Clear payment gateway caches

4. Switch to a non-modal donation form with the selector option off to see if the issue remains.

5. Contact support for gateway-specific issues

Performance Considerations

For sites with many campaigns: 

– Consider using “Selected Campaigns Only” for dropdown source

– Enable category grouping for better organization

– Monitor page load times with large campaign lists

– Consider caching solutions for high-traffic sites

Developer Resources

Hooks and Filters

// Filter available campaigns for selector
add_filter( 'charitable_campaign_selector_campaigns', 'custom_filter_campaigns' );

// Modify selector display conditions
add_filter( 'charitable_campaign_selector_should_display', 'custom_display_logic', 10, 2 );

// Customize AJAX response data
add_filter( 'charitable_campaign_selector_ajax_response', 'custom_ajax_data' );

CSS Customization

Target these classes for custom styling:

/* Main container */
.charitable-campaign-selector {}

/* Dropdown styling */
.charitable-campaign-selector select {}

/* Loading state */
.charitable-campaign-selector.loading {}

/* Tooltip styling */
.charitable-campaign-selector-tooltip {}

For additional support with the Campaign Selector feature, please visit our support documentation or contact our team.

Still have questions? We’re here to help!

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📊 Your Pro Dashboard Can Now Compare, Export, and Score!

Most fundraising dashboards only tell you how much you have raised. Charitable Pro 1.8.19 rebuilds the dashboard and the Reports Overview around the harder questions: whether anything is broken, whether this period beat the last one, and which single change would make the most difference today. Why this is important:

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Check out our announcement here.

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  • 📋 Attendee details at checkout: Ask every guest for a meal choice, shirt size, or access needs, with a separate attendee record created for each ticket.
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Check out our announcement here.

ai New

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Your AI assistant can now build, edit, and manage your Charitable fundraising campaigns directly — just by asking. With Charitable Pro adding write support for the WordPress Abilities API, tools like ChatGPT, Claude, and Cursor can handle full administrative actions safely through MCP. Why this is important:

  • 🤖 Campaign creation in plain language: Prompt your assistant with a goal like “Set up a fundraiser for the shelter with a $5,000 goal”, and it builds a real draft campaign complete with suggested donation tiers.
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  • 🛡️ Safety and control by default: Write access stays strictly off until turned on in Charitable » Tools » AI MCP, keeping read-only reporting safe by default.
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Check out our announcement here.

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.
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🧾 Teams with no developer on staff: 3 sets of credentials pasted into a settings page, and no code anywhere.

Check out our announcement here.

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

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✉️ 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.