Charitable Documentation

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

Charitable Payrexx

Accepting donations with Payrexx is now as easy as it can be. You’re just a few clicks away from configuring Payrexx on your donation site so that you can maximize both local and international donations.

Note: Before we start, be sure to install Charitable on your WordPress site. Then you can install and activate the Payrexx Addon. If you’re not sure how to do that, we recommend first reading our guide to installing Charitable extensions.

Enable Payrexx in Charitable addons

Activate the Payrexx Gateway

Once the Payrexx addon is activated, go to Charitable » Settings » Payment Gateways. Here, click on Enable Gateway in the Payrexx block.

Enable Payrexx gateway in Charitable settings

Once enabled, you’ll see a green ‘Gateway Settings’ button appear. Click on it to configure Payrexx.

Connecting to Payrexx

In the Gateway Settings page, you’ll see 2 fields to add your API key and Instance name.

Add Payrexx API keys to Charitable settings

To find your API key and instance name, log into your Payrexx account.

If you don’t have a Payrexx account yet, now is the time to set one up: https://www.payrexx.com/

After logging in, you will be redirected to your Payrexx admin panel. From the left menu, open the API & Plugins page and choose the Add API Key button.

Create an API key in Payrexx

You can create a new set of API keys and copy them here. Then paste this value into your Payrexx settings in Charitable.

Copy WordPress API key

Next, you need your Instance name. You can find this in the URL of your Payrexx account. For example, in this screenshot, it’s “mydonationsite”.

My instance name in Payrexx

Add this to your Charitable settings and ‘Save Changes’.

Add your webhook

The next step to set up your integration with Payrexx is to add a webhook in your Payrexx admin panel. Without a webhook, any donations paid through Payrexx will not be marked as ‘Paid’ automatically.

Payrexx webhooks

You need to create a webhook in your Payrexx dashboard. From the left menu, go to Webhooks » Add webhook. On the next page, you can add a name and create your webhook URL.

Charitable webhook settings

  1. The “Name” setting is optional, but you may wish to name it Charitable to make it obvious what the webhook is used for.
  2. Set the “Webhook URL” setting to your website’s domain followed by /charitable-listener/payrexx. For example, if your website is https://mynonprofit.org, your webhook URL will be:

    https://mynonprofit.org/charitable-listener/payrexx
  3. Select “JSON” for the “Webhook Type” setting.
  4. Choose the latest “Webhook Version” setting.
  5. Finally, click Add to save the webhook.

That’s it. You’re ready to create fundraiser campaigns with Payrexx as your payment gateway. Here’s the guide on How to Create a Fundraiser Campaign.

Looking to set up other payment options? Head over to our documentation page on Setting Up Payment Gateways.

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!

Campaigns New

⏳ 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.

campaign_countdown_animation

What’s New:

⏱️ 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.