Charitable Documentation

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

License Requirements for Ambassadors 3.0

Requires: 

  • Charitable Pro 1.8.16+
  • Charitable Ambassadors 3.0.0+

Charitable Ambassadors 3.0 needs Charitable Pro 1.8.16 or later to work. If your Pro is on an older version, you’ll see a yellow warning when an Ambassadors 3.0 update is available. Updating Charitable Pro first is all it takes to clear it.

This page covers what the warning looks like, the right order to update, and what to do if anything looks off.

The warning on your Plugins screen

When a new Ambassadors 3.0 update is offered but your Charitable Pro is older than 1.8.16, you’ll see a yellow heads-up under the Ambassadors row:

Heads up: Charitable Ambassadors 3.0 requires Charitable Pro 1.8.16 or later. Your current version: 1.8.15.3. Please update Charitable Pro first.

The exact version numbers reflect what your site has now and what Ambassadors would update to.

If you don’t see that yellow paragraph, your Pro is already on 1.8.16 or newer and you can update Ambassadors directly.

The right order: Pro first, then Ambassadors

  1. Update Charitable Pro. Find Charitable Pro on the Plugins screen and click update now. When it finishes, the row should show version 1.8.16 or higher.
  2. Update Ambassadors. The yellow warning paragraph disappears on the next page load. Click update now on the Ambassadors row and the update proceeds normally.

You can also tick both rows under Plugins > Updates and click Update Plugins to do them together. WordPress processes them in order, so Ambassadors sees the newer Pro by the time its turn comes up.

What happens if you update Ambassadors before Pro

It depends on which Ambassadors version is currently installed:

  • On Ambassadors 2.3.11 or later: the update is stopped before your existing files are replaced. WordPress shows a clear error explaining that Pro needs to update first. Your site keeps running on the version it had a moment before.
  • On Ambassadors 2.3.10 or earlier (or if you uploaded a 3.0 zip manually): the update completes, but Ambassadors lands in a paused mode. Donations to existing fundraiser pages keep coming in, but the Ambassadors admin area is locked behind a clear “update Charitable Pro” notice until you do.

Either way, your data is safe. Campaigns, donations, ambassadors, and teams are not touched.

If Ambassadors 3.0 is already installed and Pro is still older than 1.8.16

If you ended up here, your site is in the paused mode. Recovery is short:

  • Update Charitable Pro to 1.8.16 (or later). As soon as the update finishes, the Ambassadors admin unlocks on the next page load. The notice disappears and the normal tabs return. Any fundraiser submissions that arrived while admin was paused are waiting for review.

If you can’t update Pro right now:

  • Click “Deactivate Ambassadors” on the upgrade notice page. Your data is untouched. You can reactivate later once Pro is current.
  • Or roll back to a previous Ambassadors version by downloading the 2.3.x zip from your wpcharitable.com account and uploading it via Plugins > Add New > Upload Plugin. Most sites won’t need this, but the option exists.

After Ambassadors 3.0 is installed

Two things change immediately:

  • The admin menu moves Ambassadors out from under Charitable > Settings and gives it its own top-level item at Charitable > Ambassadors.
  • A welcome notice appears at the top of the new Ambassadors screen with a link to the 3.0 release notes.

Your saved settings, campaigns, fundraisers, and donations all carry forward. No data migration is needed.

Troubleshooting

No Pro update is offered

If Charitable Pro shows your current version but no “update now” link, the update list may not have refreshed yet.

  • Go to Dashboard > Updates and click Check Again.
  • Confirm your license key is active under Charitable > Settings > General > Licenses. An expired or deactivated license stops update offers from reaching your site.

If the license is current and the update still doesn’t appear, contact us from your account at wpcharitable.com.

Your license has expired

Ambassadors 3.0 is a paid upgrade. If your support and update window has lapsed, your site won’t be offered the update. You can:

  • Renew at wpcharitable.com to restore the update offer.
  • Keep running your current Ambassadors 2.x version. It keeps working.
  • If you already landed on 3.0 with an expired license, use the Deactivate Ambassadors link on the upgrade notice page to park the plugin cleanly. Your data stays in the database.

You’re running Charitable Lite, not Pro

Ambassadors 3.0 needs Charitable Pro. If your site is on Charitable Lite, you’ll see the same warning and the upgrade is blocked. To use Ambassadors 3.0, add a Charitable Pro license. Your existing Lite donations and campaigns continue working when Pro is activated alongside.

You uploaded an Ambassadors 3.0 zip manually and the install failed

If you grabbed the Ambassadors 3.0 zip from your wpcharitable.com account and tried to install it via Plugins > Add New > Upload Plugin, the safety check stops that path too. Update Charitable Pro first, then re-try the Ambassadors zip upload. Your existing install stays untouched in the meantime.

FAQ

Why Pro 1.8.16 specifically? That’s the Pro release that introduces the helpers Ambassadors 3.0 relies on. Older Pro versions don’t have them.

Will this affect my Ambassadors 2.x site if I’m not upgrading? No. The check only fires when an Ambassadors 3.0 install is being attempted. Running Ambassadors 2.x against an older Pro keeps working normally.

Can I update Ambassadors and Charitable Pro in the same batch? Yes. WordPress processes them in order, so Ambassadors sees the newer Pro by the time it’s checked.

Will my campaigns, donations, or ambassadors be lost? No. Your data carries through every path on this page: updates, lockouts, deactivation, and even rolling back to 2.x.

Does this affect multisite networks? Yes. Each subsite checks its own active Charitable version. Update Pro network-wide first, then push Ambassadors 3.0.

Still have questions? We’re here to help!

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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!

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⏳ Campaign Countdown: Drive Urgency and Lift Donations

Urgency is one of the most powerful tools in fundraising! Meet Campaign Countdown—a live, real-time timer built to turn procrastination into immediate generosity.

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⏱️ Live, Real-Time Urgency: Beautifully track days, hours, minutes, and seconds down to your campaign’s deadline w/ live-updating visual countdowns.

🎨 Tailored to Your Look: Choose between Boxed bordered tiles or a clean, single-line Inline display. Match your theme instantly with font and deep color controls.

🛠️ Place it Anywhere: Drop the countdown anywhere you like using the Campaign Builder field, a dedicated Gutenberg block, or a simple shortcode.

🚨 Smart Expiry Actions: Total control over the end state—choose to automatically replace the timer with a custom message, freeze it at zero, and more.