Charitable Documentation

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

How to Add a Donate Link to Your Menu

If you would like to add a Donate link or button in your menu, there are a couple ways of achieving this.

Option 1: Link to a separate donation page

You can add a link to your donation page while editing your menu at Appearance Menus.

In the left hand column, look for the “Custom Links” option. In the “URL” field, add the link to your donation page; in the “Link text” field, add your menu item text:

Option 2: Open the donation form in a modal

It is also possible to have your donation form open automatically in a modal window, but it requires a little bit of custom code and another plugin.

Step 1: Install “Shortcode in Menus”

To do this, you will need to install and activate a plugin called Shortcode in Menus. Download it from WordPress.org or search for it via PluginsAdd New.

Step 2: Add a custom shortcode

Next, you will need to add a custom shortcode to your site. This shortcode can be used on any page of your site and will display a donate button that, when clicked, will open a modal with the donation form.

You will need to add the following code to your site:

/**
 * To add a shortcode to display a campaign's donate button, include this function below.
 *
 * @param  array $atts User-defined shortcode attributes.
 * @return string
 */
function ed_charitable_campaign_donate_button_shortcode( $atts ) {
	if ( ! array_key_exists( 'campaign_id', $atts ) ) {
		return '';
	}

	// Get the campaign.
	$campaign = charitable_get_campaign( $atts['campaign_id'] );

	// Add the donate modal window to the footer. This is invisible until the button is clicked.
	add_action( 'wp_footer', function() use ( $campaign ) {
		charitable_template( 'campaign/donate-modal-window.php', array( 'campaign' => $campaign ) );
	} );

	ob_start();

	// Render the donate button.
	charitable_template_donate_button( $campaign );

	// Load scripts that are required for the modal to work.
	Charitable_Public::get_instance()->enqueue_donation_form_scripts();

	return ob_get_clean();
}

add_shortcode( 'charitable_donate_button', 'ed_charitable_campaign_donate_button_shortcode' );

View the guide below to see how to add customizations like this to your site.

Now that you have added this, you can display a donate button anywhere using the following shortcode:

[charitable_donate_button campaign_id=123]

Just replace 123 with the ID of your campaign.

Step 3: Add it to your menu

Under Appearance Menus, look for the “Shortcode” box. If you don’t see it, click on “Screen Options” and make sure that “Shortcode” is checked.

In the Shortcode field’s main text area (not the “Title” field), add your shortcode, just like shown above.

Still have questions? We’re here to help!

Last Modified:

What's New In Charitable

View The Latest Updates
🔔 Subscribe to get our latest updates
📧 Subscribe to Emails

Email Subscription

Join our Newsletter

We won’t spam you. We only send an email when we think it will genuinely help you. Unsubscribe at any time!

ambassadors New

👤 Creator Profiles: Put a Face to Every Peer-to-Peer Campaign

Ambassadors 3.3.0 now provies Creator Profiles — giving your supporters a permanent, shareable public home that turns one-time fundraisers into ongoing relationships.

👤 Public Creator Pages: Give every fundraiser an instant, clean landing page at /creator/their-name/ to showcase their custom avatar, bio, and a browsable grid of their campaigns.

📊 Proof of Impact: Boost donor trust by displaying site-wide milestones on the profile—like total funds raised and total donor counts.

💳 Interactive Hover Cards: When donors hover over a creator’s name on a campaign page, a compact card expands with their bio and social handles right at the moment of decision.

📍 Responsible Location Sharing: Allow creators to safely show local supporters where they are based using only city, state, and country details.

🛠️ Self-Serve Customization: Fundraisers can update their own profiles and link up to six social networks directly from the My Campaigns hub, saving you admin time.

Ready to empower your advocates? Update to Ambassadors 3.3.0 and turn on “Enable Public Creator Page” today!

Improvement Payments

📱 Turn Mobile Scrollers Into Donors: Meet Charitable’s Mollie Upgrade

Losing mobile supporters because they hate typing out long card numbers on their phones? Charitable’s updated Mollie integration features:

⚡ One-Tap Wallet Checkout: Enable donors to complete their gifts instantly using Apple Pay or Google Pay with a simple face scan, fingerprint, or tap.

💰 No Extra PCI Burden: Skip complex domain verification and security compliance since all wallet transactions run safely through Mollie’s hosted checkout.

🛠️ Custom Cancel Routing: Keep the experience predictable by automatically sending donors who back out to your cancellation page, or use developer filters to route them to a custom page.

Visit this page to learn more.

ambassadors improved New

Moderation and Directory Screens In Ambassadors 3.0

Ambassadors 3.0 has new features: moderation and directory screens… now easily see those who are earning donations on your peer to peer network – including campaign creators that might need to be verified – all in one place. Generate reports, email ambassadors and campaign creators directly and more.

🚀 See when campaign creators and ambassadors have updated their campaigns, what donors/donation they have brought in and more.

🎉 Manually add ambassadors and campaign creators, and approve them in one-click!

Visit this page to learn more.

New Payments

⚡ Unlock India-Based Donations: Meet Charitable’s Native Razorpay Integration

Trying to collect donations in India? Charitable’s native Razorpay integration features:

⚡ Instant UPI Integration: Accept fast, local donations directly inside your form via apps like PhonePe, Google Pay, Paytm, and BHIM without sending donors away from your site.

📲 Auto-Generated Campaign QRs: Instantly render scannable QR codes encoding a UPI deep link directly on your public campaign pages and sidebars for an effortless “scan-to-give” experience.

💰 Dual Local & Global Reach: Headline your campaigns in INR while seamlessly accepting major international currencies like USD, EUR, GBP, and CAD to maximize global support.

🔁 Seamless Recurring Giving: Fully integrates with the Charitable Recurring addon to manage automatic monthly subscriptions directly through Razorpay without extra code.

↩️ Automatic Two-Way Sync: Keep your books perfectly clean with two-way refund syncing—issue a refund inside WordPress or your Razorpay dashboard and both sides update automatically.

🔒 Webhook-Verified Security: Automatically protect your donation records using HMAC-signed webhook verification to ensure every status update represents real money cleared on the rails.

Visit this page to learn more.

Integration New

🎉 New Built-in PushEngage Integration

Struggling with falling email open rates and rising ad costs just to keep your supporters engaged? Charitable’s built-in PushEngage integration features:

🔔 Zero-Fee Direct Messaging: Deliver crisp, instant pop-up notifications straight to your donors’ desktops and mobile devices.

⏱️ Four Smart Automated Triggers: Automatically send updates for immediate donation thank yous, full-list campaign launches, urgent “ending soon” alerts, and goal milestone celebrations.

📈 Group Momentum Broadcasts: Turn private milestones into public wins by automatically broadcasting alerts to your entire subscriber list the moment a campaign hits 50%, 75%, or 100% of its goal.

📊 Automatic Analytics Tracking: Monitor exactly where your incoming notification traffic is coming from with built-in attribution that requires zero complex configuration.

Visit this page to learn more.