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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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!

Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.

🧩 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.

Integration updated

📬 Introducing Brevo for Charitable: Turn Donors into Subscribers Automatically

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!

recurring donations updated

💳 Introducing Card Updates: Fix Expired Cards Without Losing Subscriptions!

newExpired or updated credit cards are one of the biggest silent leaks in recurring fundraising. With Card Updates in the Recurring Donations extension, donors can now refresh their payment details directly—keeping their subscription, schedule, and giving history completely intact.

No canceled plans, no lost history, and zero administrative headache for your team.

What’s New:

⚡ 30-Second Self-Service: Donors get a dedicated “Update Card” button in their dashboard that opens Stripe’s secure, PCI-compliant Customer Portal to update card details instantly.

🔒 Scoped & Safe Access: Scoped exclusively to card updates by default, donors can’t accidentally cancel or alter their plans from inside the portal, keeping your webhooks and data in sync.

🤝 Admin-Assisted Support: Helping a donor on the phone? Open their secure Stripe portal in one click from your admin screen or generate a single-use update link to email them.

📋 Automatic Audit Trail: Every payment method update is recorded automatically with a timestamp in both system-wide logs and the individual donor’s profile.

Ready to protect your recurring revenue? Get the Plus or Pro plan and update Recurring Donations to 2.3.0+ and enable “Update Payment Method” under your Settings today!

Integration page builder

Divi Fans Rejoice! Native Divi 5 Campaign Progress Bar Module!

With our new native Divi 5 module, you can anchor your microsites with real-time fundraising stats directly on the visual canvas. Here’s how it works, and why it’s worth turning on today.

Create campaign updates that are VISUAL AND LIVE. You can also:

📊 Campaign Progress Bar: Drop a live progress bar into any Divi 5 layout and show goal progress in real time.

🎨 Deep styling controls: Easily customize the bar and track color, height, and radius to match your brand perfectly.

👁️ Visual Builder ready: Configure and preview everything directly on the Divi canvas as a first-class module.

🔁 Identical rendering: The same exact engine powers this module, meaning consistent design without legacy shims.

✅ Faster launches: Never leave the Divi 5 interface to configure shortcodes or guess how your goal labels will look.

Learn more here.