Charitable Documentation

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

How to Connect to Brevo in Charitable Newsletters

Connect Charitable to Brevo (formerly Sendinblue) so donors who opt in on your donation forms are added to your Brevo contact list automatically, with their details mapped to Brevo contact attributes. Available in the Charitable Newsletter Connect extension, version 2.4.0 and later.

Beta: Brevo support is currently in Beta. It is safe to use in production, and we are actively gathering feedback. If something does not behave as expected, your Charitable activity log (see Monitoring below) captures the details.

Key Features You Should Know About

  • Add donors to a chosen Brevo list automatically when they opt in on a donation form.
  • Map Charitable donor fields to Brevo contact attributes (first name, last name, and your own custom attributes).
  • Optional double opt-in, so a donor confirms by email before being subscribed.
  • Set a default list for all campaigns, or choose a different list per campaign.
  • Full GDPR support: donor data export and permanent erasure through the WordPress privacy tools.
  • Every subscribe attempt and error is written to the Charitable activity log for easy troubleshooting.

Why Use Brevo?

Every donation is a chance to build a lasting relationship, but that only happens if you can keep in touch. Brevo is one of the most popular email marketing and CRM platforms, especially for nonprofits in Europe. With this integration, donors who opt in flow straight into your Brevo audience the moment they give, so you can send thank-you sequences, campaign updates, and appeals without exporting or importing a single CSV.

See It In Action

When you connect Charitable to Brevo, a simple opt-in checkbox sits right on your donation form. Donors can quickly opt in to hearing from you:

Donor optin on donation form

Requirements

  • Charitable Pro with the Newsletter Connect extension, version 2.4.0 or later
  • A Brevo account
  • A Brevo API v3 key (not the SMTP key)

Getting Started

Find your Brevo API key

  1. Log in to your Brevo account.
  2. Go to SMTP & API, then open the API Keys tab.
  3. Copy your API v3 key. This is the key that starts with xkeysib-. Do not use the SMTP key.

If your Brevo account has the Authorized IP addresses security feature enabled, add your website’s server IP to the allowlist in Brevo under Security > Authorized IPs. Otherwise Brevo will reject API calls from your site with a 401 error.

Connect Brevo in Charitable

In your WordPress admin, go to Charitable » Settings » Marketing » Newsletters.

Brevo configure

Find Brevo in the list of providers and click Configure.

Paste your API v3 key into the API key field and click Save Changes.

When the key is accepted, your Brevo contact attributes appear in the Subscriber Fields table.

Usage

Map your subscriber fields

The Subscriber Fields table lists the attributes available in your Brevo account. For each one, choose the Charitable donation field that should populate it. By default, Charitable maps:

  • Email to the donor’s email address
  • FIRSTNAME to the donor’s first name
  • LASTNAME to the donor’s last name

Leave any attribute set to the dash ( – ) if you do not want to send a value for it.

Phone number attributes: Brevo requires SMS, WhatsApp, and landline attributes to be in international phone format, for example +14155550123. Brevo rejects the entire contact if a phone number is not valid, so leave these unmapped unless your donation form collects phone numbers in that format.

Choose a list

On the main Newsletters settings screen, use Default List to pick the Brevo list that donors join by default. You can override this on a per-campaign basis in the campaign’s newsletter settings.

Choose how donors opt in

Use Default Opt-in Mode to control the newsletter opt-in on your donation forms:

  • Opt-in checkbox, not checked by default: the donor must tick the box to join.
  • Opt-in checkbox, checked by default: the box is pre-checked; the donor can uncheck it.
  • Automatic opt-in: every donor is subscribed, with no checkbox shown.

You can also customize the checkbox label with Default Opt-in Label.

Enable double opt-in (optional)

Turn on Double opt-in to have Brevo send a confirmation email before a donor is added to your list. The donor is only subscribed after they click the confirmation link. When double opt-in is on, choose the Brevo double opt-in template and enter a confirmation redirect URL (where the donor lands after confirming).

To use this, first create a double opt-in template inside Brevo. If Charitable cannot find any templates in your account, the template field becomes a text box where you can enter the numeric template ID.

Configuration Options

Connection

SettingTypeDefaultDescription
API keytextemptyYour Brevo API v3 key, from Brevo > SMTP & API > API Keys.

Subscriber Fields

SettingTypeDefaultDescription
Field mappingselect (per attribute)Email, FIRSTNAME, LASTNAME pre-mappedMaps each Brevo contact attribute to a Charitable donation field.

Double Opt-in

SettingTypeDefaultDescription
Double opt-incheckboxoffSends a Brevo confirmation email before subscribing the donor.
Double opt-in templateselect or textemptyThe Brevo template used for the confirmation email. Falls back to a numeric template ID field if no templates are found.
Confirmation redirect URLtextemptyWhere the donor is sent after confirming their subscription.

Newsletter Behavior (Newsletters screen)

SettingTypeDefaultDescription
Default ListselectChoose a listThe Brevo list donors join by default across all campaigns.
Default Opt-in ModeselectOpt-in checkbox, not checkedHow the opt-in appears on donation forms.
Default Opt-in LabeltextSubscribe to our newsletterThe label shown next to the opt-in checkbox.

GDPR and Privacy

Brevo support integrates with the WordPress personal data tools under Tools > Export Personal Data and Tools > Erase Personal Data:

  • Export returns the donor’s Brevo contact attributes.
  • Erase permanently deletes the donor’s contact from Brevo (a hard delete, not just an unsubscribe).

Monitoring and Troubleshooting

Every subscribe attempt is recorded in the Charitable activity log at Charitable > Tools > Logs. Filter by the Brevo source to see successes and errors, including the exact message Brevo returned.

The API key is not accepted (401 error)

Confirm you used the API v3 key (starts with xkeysib-), not the SMTP key. If your Brevo account restricts API access by IP, add your site’s server IP to the Authorized IPs allowlist in Brevo. The log entry will show Brevo’s exact message, including an “unrecognised IP address” note when the IP is the cause.

A donor was not subscribed

Check Charitable > Tools > Logs filtered by Brevo. A common cause is a phone number that is not in international format being sent to the SMS, WhatsApp, or landline attribute, which makes Brevo reject the whole contact. Unmap those attributes, or ensure your form collects phone numbers in +country format.

Double opt-in emails are not arriving

Confirm that double opt-in is enabled, that a valid Brevo template and confirmation redirect URL are set, and that the template exists and is active in your Brevo account. Remember that a donor who never clicks the confirmation link is never added to the list, which is the intended behavior.

Lists are out of date

Charitable caches your Brevo lists. Use the Sync Lists button next to Brevo on the Newsletters screen to refresh them.

Developer Resources

Filters

  • charitable_newsletter_connect_brevo_subscriber_data — Filter the data sent to Brevo when subscribing a donor. Receives the payload array, the user data, and the list ID.
  • charitable_newsletter_connect_brevo_export_custom_field — Filter whether a given Brevo attribute is included in a GDPR personal data export.
  • charitable_settings_fields_providers_provider_brevo — Filter the Brevo settings fields.
  • charitable_newsletter_connect_providers — Register or modify the available newsletter providers.
  • charitable_newsletter_connect_log_success — Return false to suppress the per-donation success log entries while still logging errors.

Constants

  • CHARITABLE_DEBUG_NEWSLETTER — Define as true to write verbose request and response detail to the Charitable log. The API key is never logged. Use this only for controlled debugging, since debug entries can include Brevo response data.

Additional Resources

Helpful Links

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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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  • 🗓️ Charts that stay readable: Short ranges group donations day by day, while longer ranges group by week or month, so a full year reads as a curve instead of a flat line.
  • 🔀 Compare any 2 periods: Not just consecutive ones, so you can ask how this December did against last December. That matters because fundraising is seasonal.
  • 📤 Export the whole summary: Send the full overview out as CSV or PDF, ready for a board pack or a funder report.
  • 🎯 Score your setup for free: Have your fundraising setup scored, so the one change worth making next is the one you can see.

Check out our announcement here.

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🎟️ Introducing Charitable Events: Sell Tickets Inside Your Campaigns!

Most nonprofits sell event tickets in one tool and collect donations in another, which leaves two sets of reports and a manual match at the end of the year. Charitable Events brings both together, selling tickets through the same donation forms and payment gateways you already run in Charitable. Why this is important:

  • 🎟️ Every ticket is a donation: Ticket sales run through the gateway you already use and count toward the campaign goal, with everything managed under Charitable » Events.
  • 📱 QR check-in from any phone: Each attendee gets their own QR code on the receipt, and volunteers scan at the door through a check-in link that needs no WordPress account.
  • 🧾 Receipts ready for tax time: Give each ticket type a fair market value, and Charitable puts the correct tax-deductible amount on every donor receipt.
  • 📋 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.
  • 🗓️ Blocks and calendars included: Three editor blocks plus Sugar Calendar and The Events Calendar support put your events where supporters already look.

Check out our announcement here.

ai New

🚀 Unleash AI Power in Charitable!

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.
  • 🎨 Instant donation form tweaks: Add custom fields, change button colors, or reorder elements without diving into form settings.
  • 📝 Offline gift logging: Tell your assistant about cash or check gifts, and it will match donor emails and record transactions into your history.
  • 🛡️ 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.
  • 📜 Full audit logging: Every change made by an AI assistant is tracked under Charitable » Tools » Logs, so you always know who (or what) updated your site.

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.
📅 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!

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🧩 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.