Charitable Documentation

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

Automatic Mode in Charitable Rewards

Requires:

  • Charitable Pro plugin 1.8.16+
  • Pro plan and higher

Do you want donors to give any amount they like, and see rewards unlock as their gift grows? That’s what automatic mode does in Charitable Rewards.

This guide covers setting it up, choosing what a donor actually receives, letting donors decline a reward, and the display options.

Nobody picks a tier in this mode. Donors decide what to give, and the form shows them what that gift earns.

Charitable Rewards needs version 1.8.16 or higher of the Charitable Pro plugin, on the Pro plan and higher.

The most useful part is what happens just below a reward’s amount. A donor who enters $15 when a tote bag unlocks at $75 sees “Add $60.00 more to unlock”, plus a button that fills in the amount for them.

A donation form in automatic mode with four reward cards, each showing the gap to its unlock threshold and an Add button

When the donor clicks that button, 3 things happen at once. The amount updates, the card turns green and reads Unlocked, and every other card works out its own gap from the new amount.

The same form after clicking Add, with one card unlocked in green and the remaining card showing a recalculated smaller gap

What’s In This Guide?

Watch the Video

This video shows automatic mode on a real donation form, from the first locked card to an unlocked reward.

When You’d Use Automatic Mode

Automatic mode works well in these situations.

  • A general donation page where you can’t predict what someone will give, and you don’t want to steer them into fixed tiers.
  • A year-end appeal where the goal is raising the average gift rather than offering specific perks.
  • Any campaign with suggested amounts already set up. The reward cards sit underneath them and react to whichever amount is chosen.
  • Peer-to-peer campaigns. Inherited rewards only show on a fundraiser’s donation form when the parent is in automatic mode, so this is the mode to use for peer-to-peer.

If you want the tiers themselves to be the ask, with each one setting its own price, use Levels Mode instead.

Where to Find It

Automatic is the default, so a campaign with rewards attached is already in this mode unless you changed it.

To check or change it, edit the campaign and open the Rewards panel in the campaign builder. The setting is “Reward Mode,” and it has 2 choices, Automatic and Levels.

Setting It Up

Here’s how to set up automatic mode on a campaign.

  1. To start, create your rewards in the Catalog, each with the dollar amount that should unlock it.
  2. Next, attach them to the campaign. The amount on each reward is the amount that unlocks it.
  3. Then leave Reward Mode on Automatic.
  4. If you like, adjust the display and stacking options below.

The cards appear in the display order you set when attaching them, not by price. So put them in order from lowest to highest unless you have a reason not to.

Choosing What a Donor Actually Receives

This is the setting that surprises people most often, so it helps to understand it before you launch.

Say a donor gives $100, and you have rewards at $25, $40, and $75. Do they get all 3, or only the best one?

Stacking modeWhat the donor getsWhere you’d use it
Highest (default)Only the single most valuable reward they qualified forMost campaigns. A $100 donor gets the $75 item, not 3 separate things to pack
CumulativeEvery reward at or below their amountWhen the perks build on each other, like a sticker plus a tote plus a mention

On the donation form, the cards a donor passed but won’t receive turn gray and read “Unlocked (not granted)”. That wording confuses people if nobody explains it.

It means the donor crossed that amount, but Highest stacking grants only the top reward.

Three reward cards in the superseded state reading "Unlocked (not granted)" beside the one card that was actually granted

If you want donors to receive everything they cross, switch to Cumulative.

Letting Donors Say No Thanks

Some donors would rather the whole gift went to the cause than receive a tote bag. This matters most where a reward’s fair market value lowers the tax-deductible part of the gift.

When you turn on “Allow Decline,” a checkbox appears under the reward cards. You can write the label yourself, and you can use different wording depending on whether tax receipting is on.

  • With tax receipting on, you could use something like “Decline rewards to maximize my tax-deductible donation.”
  • With it off, you could use something like “Skip my reward and give 100% to the classrooms.”

When a donor ticks the box, no claims are created and the full gift stays deductible.

Display Options

OptionChoicesWhat it changes
Display styleCards, RowsCards shows a grid. Rows shows a single-column list, which is better for long descriptions
Image zoomOn, OffLets a donor click a reward image to see it larger
Show backersOn, OffShows how many donors have claimed each reward
Backers termFree textSets what to call them. “Supporter” reads warmer than “backer”

Note: Charitable has no pledges, so the donor-facing words are “donors” and “donate,” not “backers” and “pledge.” The backers term exists because some campaigns prefer their own word for the count.

What Donors See When Stock Runs Low

If a reward has an inventory cap, the card shows how many are left, like “147 of 150 left.” When the last one goes, the card switches to a sold-out state and stops unlocking.

Rewards also places a short hold on a limited item while a donation is still in payment, so 2 donors can’t both claim the last one. See Creating Rewards for inventory caps and the reservation hold.

Tips Worth Keeping in Mind

These tips help your reward cards encourage bigger gifts without confusing donors.

  • Space your reward amounts so each step feels reachable. A jump from $25 to $250 gets ignored, while $25 to $50 gets taken.
  • Keep descriptions to 1 sentence. The cards sit in a grid, and long text makes them uneven.
  • Leave stacking on Highest unless the perks really do build on each other. It keeps fulfillment simple and donor expectations clear.
  • If you see “Unlocked (not granted)” on your own test donation, it isn’t a bug. See the stacking section above.

FAQs on Automatic Mode

Why does a card say “Unlocked (not granted)”?

The donor crossed that reward’s amount, but Highest stacking grants only the top reward. Switch to Cumulative if you want donors to receive every reward they cross.

Why are no rewards showing on my campaign?

Rewards must be enabled on the campaign, not only attached. Check the Rewards panel in the campaign builder and make sure rewards are switched on.

Developer Reference

Filters

FilterDefaultPurpose
charitable_rewards_stacking_modeCharitable_Rewards_Matcher::MODE_HIGHESTOverride stacking per campaign. Receives the campaign ID as its second argument
charitable_rewards_tier_image_sizethumbnailRegistered image size for the card image
charitable_rewards_unlock_color#1a7f37Accent color for the unlocked state, printed as a CSS custom property on the wrap

Campaign Settings Keys

These are stored under campaign_settings_v2 in the campaign’s settings.rewards array.

KeyValuesPurpose
enabledenabled, emptyWhether rewards render on this campaign at all
reward_modeautomatic, levelsWhich mode the campaign uses
stacking_modehighest, cumulativeWhat the donor actually receives
display_stylecards, rowsGrid or single-column list
image_zoomenabled, 0Click-to-enlarge on reward images
show_backersenabled, 0Show claim counts on cards
backers_termfree textLabel used for claim counts
allow_declineenabled, 0Show the decline checkbox
decline_label_taxfree textCheckbox wording when tax receipting is on
decline_label_notaxfree textCheckbox wording when tax receipting is off

If enabled is not set, nothing renders even when rewards are attached. This is the most common reason a campaign shows no rewards after you attached some.

Markup Hooks

Reward cards are rendered on the charitable_donation_form_after_donation_amounts hook. Each card carries data-reward-id and data-base-amount, and the wrap carries data-stacking-mode.

Each card carries 1 of these state classes.

ClassMeaning
is-lockedBelow the threshold. Carries the visible Add button
is-unlockedGranted. Shows the Unlocked badge
is-supersededThreshold crossed but not granted under Highest stacking
charitable-reward-sold-outInventory exhausted

The Add button is present in every state, but it carries the hidden attribute in the unlocked and superseded states. If you restyle it, respect [hidden] or it will paint as an empty block.

Customization Examples

Give donors every reward they cross, not only the top one.

add_filter( 'charitable_rewards_stacking_mode', function () {
    return Charitable_Rewards_Matcher::MODE_CUMULATIVE;
} );

Use cumulative stacking on 1 campaign only.

add_filter( 'charitable_rewards_stacking_mode', function ( $mode, $campaign_id ) {
    return 1234 === (int) $campaign_id ? 'cumulative' : $mode;
}, 10, 2 );

Match the unlocked state to your brand color.

add_filter( 'charitable_rewards_unlock_color', function () {
    return '#31714c';
} );

Wrapping Up

You now know how to set up automatic mode, choose what donors receive, let them decline a reward, and adjust how the cards look.

Next, try a test donation to see the cards unlock. If you get stuck on any step, our support team is happy to help.

You May Also Want to Read

These guides cover the other parts of Charitable Rewards that work with automatic mode.

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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.
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  • 🧾 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.
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Check out our announcement here.

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🚀 Unleash AI Power in Charitable!

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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.
  • 📜 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.

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

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🔁 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.

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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!