Charitable Documentation

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

How to Set Up and Use Charitable’s Geolocation

Installing Charitable Geolocation is the same as installing any other Charitable extension. If you’re not sure how to do that, we recommend first reading our guide to installing Charitable extensions.

Setup

The Geolocation feature is built on Google Maps.

First of all, create your API key:

  1. Go to https://console.cloud.google.com/home/dashboard.
  2. Click on the Select project dropdown at the top of the page and select or create the project for which you want to add an API key.
  3. Click the menu button in the top left corner and select APIs & Services > Credentials.
  4. Click on Create credentials > API key, then click Close. Your new API key will be displayed below. Copy the API key; you will need it soon.

Next, you will need to enable both the Google Places API and the Google Maps Javascript API. To enable these APIs:

  1. Click the menu button in the top left corner and select APIs & Services > Libraries.
  2. Click on Maps Javascript API.
  3. Click on Enable.
  4. Return to the API libraries page by repeating step 1.
  5. Click on Places API.
  6. Click on Enable.

Now, open up your WordPress dashboard:

  1. Go to Charitable > Settings > Extensions.
  2. Paste in the API key you generated previously into the Google Places API Key field.
  3. Click on Save Changes.

Usage

Adding a Location to a Campaign

Once the plugin is setup, you can add a location to a campaign by editing the campaign in the WordPress dashboard. You will see a new Location tab in the advanced campaigns settings area:

Screenshot of Geolocation Admin Location Field
Google Maps powered location search for your campaigns

Type in an address or location for your campaign (it must be at least 8 characters long) and click Update to save the campaign.

Charitable Ambassadors integration

After installing the plugin, a new Location field is automatically added to your public campaign submission form.

Screenshot of the Geolocation Frontend Location Field
A location field is added to the campaign form when you are using Charitable Ambassadors

Adding a Campaigns Map to a Page

Once you have set locations for your campaigns, you can add a Google Map displaying your campaigns by location, using the [campaigns] shortcode.

Fundraising Campaigns Map
A beautiful Google Maps powered map displayed with `campaigns map=1`

To display the campaigns on a map, simply add map=1 as a shortcode attribute. You can also set the width, height and zoom level of the map. Example:

[campaigns map=1 width=900px height=600px zoom=5]

Read more about using the [campaigns] shortcode.

Troubleshooting

If you find that your maps are not loading as expected, there may be a problem with your Google Places API Key. To troubleshoot this, you can view what the specific error is by opening your browser’s Javascript console. If you’re not sure how to open your browser’s Javascript console, you can follow these instructions.

Error messages in the Javascript console will start with “Google Maps API error” and will include the specific error code and a link to find out how to fix the issue. An example is shown below:

An example of a Google Maps error message in the Javascript console

Still have questions? We’re here to help!

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Integration New

WordPress Command Palette Integration

Take your fundraising workflow to the next level. Speed up your site management and stay in your creative flow with our new WordPress Command Palette integration.

Supercharge Your Workflow
Navigate your fundraising dashboard faster than ever.

The Ultimate Keyboard Shortcut Hit Cmd + K (or Ctrl + K) to launch the Command Palette and manage your campaigns instantly.

⚡ Instant Navigation: Jump directly to your Campaigns, Donations, or Settings from anywhere in the editor.

➕ Quick Create: Start a new fundraising campaign or add a manual donation with a single command.

Efficiency Redefined
The tools you need, exactly when you need them.

⚙️ Contextual Actions: See relevant Charitable commands based on whether you’re editing a page or viewing your reports.

🚀 Seamless Integration: Built directly into the WordPress core experience for a lightweight, native feel.

Improvement New Security

📣 New Security Features

We’ve introduced a suite of new security tools to give you total control over who accesses your forms, plus a new way to tidy up your database.

Advanced Security Suite

Layered protection: Cloudflare, ReCAPTCHA, IP Controls, and Rate Limiting.

We have overhauled our security settings to stop bots without blocking real donors.

  • 🤖 Flexible Protection: Choose between Google reCAPTCHA v3 or the privacy-first Cloudflare Turnstile to block bots invisible.

  • 🚦 Rate limiting: Stop spam floods by limiting how many submissions an IP address can make in a set timeframe.

  • 🛑 Total control: Use the new IP Blacklist to block bad actors instantly, or the IP Whitelist to let your team bypass checks during testing.

The Clean Donation Tool

Go from “Testing” to “Live” in seconds.

Finished setting up your site and need to get rid of all those test transactions?

  • 🧹 Sweep it clean: Bulk delete test donations and donor records with a single click.

  • 📉 Accurate reporting: Ensure your revenue stats are 100% accurate for launch day.

  • ⚙️ Reset sequences: Automatically resets sequential invoice numbering.

donation form New

🏗️ Visual Donation Form Builder

Building the perfect donation form just got easier. We have completely reimagined how you create forms with a new drag-and-drop interface.

Design Visually, in Real-Time

No coding, no guessing. Just point, click, and build.

Say goodbye to confusing settings pages. You can now edit your form and see exactly what your donors will see, instantly.

  • 🖱️ Drag & Drop: Easily add fields like names, addresses, or file uploads by dragging them exactly where you want them.

  • 🎨 Customize everything: Click any field to tweak labels, placeholders, and requirement settings on the fly.

  • 👁️ Live preview: See your changes immediately as you make them—ensure your form flows perfectly before you hit publish.

Flexible & Powerful

Works with all your existing campaigns.

  • 🧩 Deep customization: Add custom HTML, shortcodes, or CSS classes for advanced branding.

  • ⚙️ Smart fields: Collect exactly what you need with support for dropdowns, checkboxes, dates, and hidden fields.

Leaderboards New

🏆 Donor Leaderboards!

Turn your fundraising into a community event. Recognize your most generous supporters and inspire friendly competition with our new leaderboard tools.

Gamify Your Fundraising

Celebrate your top donors and encourage others to climb the ranks.

Create a public “Hall of Fame” to give your donors the recognition they deserve.

  • 🎨 Two stunning layouts: Choose the List View for a clean, data-rich table or the Card View for a modern, visual grid with avatars.

  • 🥇 Automatic highlights: The top 3 supporters get special Trophy and Crown icons to make them stand out.

  • 🧩 Place it anywhere: Add it to any page using the new Gutenberg Block, or drop it directly into your campaign using the Visual Builder.

Total Customization

You decide what to show and what to hide.

  • ⚙️ Flexible data: Choose to display or hide donation amounts, donor counts, or avatars.

  • 🔄 Lifetime stats: Works seamlessly with Recurring Donations to show a donor’s all-time total impact.

Improvement New templates

🎨 New Templates & List Builder

Launch faster and design better. We’ve added three professional campaign templates and a versatile new content block to help you tell your story.

3 New Campaign Templates

Ready-to-use designs for specific fundraising needs.

Don’t start from scratch. Pick a template tailored to your cause and launch in minutes.

  • 🎄 Holiday Fundraiser: A warm, festive design perfect for year-end giving, toy drives, or food pantries.

  • 🎓 School Fundraiser: Built for PTAs and sports teams. clearly highlights goals like playground upgrades or classroom tech.

  • Church Fundraiser: A trustworthy layout designed for building funds, mission trips, and tithes.

The New “List” Block

Organize your campaign details without writing code.

Make your campaign pages easier to scan and more visually engaging with our new builder block.

  • 📝 Flexible layouts: Choose from 3 distinct styles to display sponsorship levels, donation perks, or project goals.

  • 🎨 Rich customization: Add colorful headlines, support for emojis, and unlimited list items.

  • 👣 Smart footers: Include a built-in footer for extra context or a final Call to Action.