Charitable Documentation

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

Popular Resources

Start Here

Donor Management

Recurring Donations

Peer-to-Peer Fundraising

Integrations

Extensions

Add Your Donation Form to a Page

Do you want to embed a donation form in a page?

When you create a donation campaign, Charitable makes it easy to add a simple donation form for that campaign anywhere on your site. This lets you show a simple donation form instead of a full-fledged fundraiser campaign.

Contents hide
1 Step 1: Create a Fundraiser Campaign
2 Step 2: Get Your Campaign ID
3 Step 3: Add the Shortcode to the Post or Page
4 Fundraising Tips and Advice

Step 1: Create a Fundraiser Campaign

Head over to your WordPress dashboard, and go to Charitable » Add New. Here, you can choose a template and customize your campaign using the drag and drop builder.

Add new campaign in Charitable

Make sure you publish and save your campaign.

If you need more detailed instructions, follow our guide on how to create your first campaign »

Step 2: Get Your Campaign ID

When you create a campaign, Charitable will assign a campaign ID to it. We’ve made this ID easily accessible in Charitable in 2 places.

1. Embed Wizard

Inside the campaign builder, make sure you Publish and Save your campaign in the top menu. Then there’s an Embed button which you can use to open the Embed Wizard.

Embed wizard with shortcode

Click on the ‘Use a shortcode” link and the campaign ID will appear.

2. Campaigns Tab

You can also find the campaign ID by going to Charitable » Campaigns. You will see the ID listed below the campaign name.

campaign ID

Now that you have your campaign ID, all that’s left to do is add it where you want it to appear.

Step 3: Add the Shortcode to the Post or Page

Edit the page or post in your WordPress site where you want to place the donation form.

Now you can add your donation form using this shortcode:

[charitable_donation_form campaign_id=123]

Replace ‘123’ with the ID of your campaign.

That’s it. You now have a simple donation form that you can share with your donors.

Not yet created your donation form? Watch how to create a donation form in Charitable here:

Want to change the donation form template on your site? Follow this guide: How to Switch Donation Form Templates »

Fundraising Tips and Advice

We regularly share practical guides, proven strategies, and insider tips to help you raise more funds and build stronger donor relationships. Join thousands of nonprofits who get our best content delivered straight to them:

FAQs for Charitable Donation Form Templates

What are the available donation form templates in Charitable?

In Charitable, you can choose between two premade donation form templates: the Standard template and the Minimal view template. To switch templates, navigate to the WordPress dashboard and go to Charitable » Settings. Under the General tab, open the Donation Form page, and use the Form Template dropdown menu to select your desired template.

Can I customize the appearance of my donation forms? 

Yes. You can customize colors, form templates (standard or minimal), and field display options. You can also use custom CSS and code snippets.

I made changes to settings but they’re not showing up. What should I do? 

Always click “Save Changes” after making any modifications. If changes still don’t appear, try clearing your website cache if you’re using a caching plugin.

What’s the difference between displaying donation forms “on the same page” vs “on a separate page”?

  • Same page: The donation form appears directly on your campaign page
  • Separate page: Donors are redirected to a dedicated donation page
  • Modal: The form appears in a popup overlay

Choose based on your preference for user experience and page design.

I’m completely new to Charitable. Where should I start? 

Follow this Getting Started guide here and start with the Setup Wizard that appears when you first install Charitable. It takes about 5 minutes and will guide you through the essential configuration steps including payment setup and creating your first campaign. If you missed the wizard, you can access all these settings manually through Charitable » Settings.

Where can I get support if I have issues?

  • Free users: Use the WordPress.org support forums
  • Pro users: Contact support directly for priority assistance
  • Documentation: Check the comprehensive documentation library
  • Community: Join the newsletter and follow social channels for tips and updates

Are there video tutorials available? 

Yes! Subscribe to the Charitable YouTube channel for step-by-step tutorials and success stories.

We hope these FAQs help! 

Need support? Have a question? If you are a lite/free user of Charitable, you can reach out to our team on the WordPress.org support forums and our team will respond in a timely fashion. If you have an active license, feel free to reach out us directly for priority support.

You may also want to learn How to Use the Donor Management System »

Still have questions? We’re here to help!

Submit a Support Ticket
Contact Us

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!

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.

New Security

💂‍♂️ New DonationGuard 🛡️ Automatically Protects Your Donations!

Worried about card testing attacks or spam bots flooding your donation forms, but don’t want to ruin the giving experience for your real supporters? Charitable’s DonationGuard features:

🛡️ Real-Time Bot Detection: Actively monitors every donation submission for five distinct attack signals without slowing down your human donors.

📊 Smart Traffic Scoring: Instantly evaluates activity against a learned baseline of your site’s normal donation rhythms to catch sneaky, slow-drip card testing.

🚨 Severity-Tiered Alerts: Immediately opens structured “Attack Records” and notifies you via email and admin alerts the moment a campaign starts taking fire.

🎯 Single-Click Defense: Deploy instant security using the “Recommended Settings” preset to turn on Honeypot, Time Trap, and Rate Limit modules all at once.

🚫 Automated Blocklists: Permanently stop repeat offenders by automatically blocking suspicious email addresses based on your customized rules.

Visit this page to learn more.

View All Announcements