Charitable Documentation

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

How to Use Charitable Simple Updates

Simple Updates lets you easily share important information about your campaign’s progress, express gratitude to your supporters, provide transparency about how funds are being utilized, and keep everyone informed about developments related to your cause.

These updates appear directly on your campaign page, ensuring that both existing donors and potential contributors can stay informed about your mission’s impact.

This guide shows you how to use Simple Updates in your Charitable campaigns.

Prerequisites

  • Charitable Pro plugin installed and activated on your WordPress site
  • Simple Updates is included in all Charitable Pro plans. You need to be on the Basic plan or higher.

In This Guide

Step 1: Adding the Simple Updates Block

First, open Charitable in your WordPress dashboard and create a campaign »

Inside the campaign builder, you’ll see a preview of your campaign on the right, along with a menu of blocks on the left.

Choose the Updates block and drag and drop it into your campaign where you would like it to appear.

add campaign updates

Hit the Save button at the top right corner of the screen.

Step 2: Adding Your Message

From the menu on the left, open the Settings tab. You’ll see a list of sub-tabs, including General Settings, Donation Options, and Geolocation.

Open the Simple Updates tab. Here, there’s a text box where you can enter your message.

enter update messages

Simple Updates provides a rich text editor that allows you to format your messages with:

  • Bold text for emphasis
  • Italic text for stylistic emphasis
  • Underlined text for highlighting
  • Bullet points for organizing information
  • URL links to direct supporters to relevant resources or additional information

This formatting flexibility ensures your updates are visually appealing and easy to read, helping you communicate effectively with your donors and supporters.

When you’re done, hit the Save button at the top.

Now visit your live campaign and you’ll see the update appear there.

Display updates with a shortcode

You can also add the Updates to any content area using the [campaign_updates] shortcode. In this example, we have added a shortcode block to the campaign:

Shortcode block in campaign

When you click on the block, the Layout Options tab will open for the shortcode block. You can add a headline, the shortcode, and any CSS Class if you’d like.

Simple updates shortcode


You can also add a campaign ID to the shortcode as a parameter, which allows you to display a specific campaign’s updates. This is useful when displaying the updates on a separate page or post. For example:

You can also add campaign specific IDs to your simple updates if you’re adding it anywhere else on your site:

[campaign_updates campaign_id=16]

You can find the ID of your campaign by looking at the URL of the page where you edit it.

https://demosite.com/wp-admin/?page=charitable-campaign-builder&campaign_id=16.

The campaign ID is also available in the Charitable » Campaigns tab. Hover your cursor over the campaign name and the ID will appear.

campaign ID

Integrate it with a PHP function

If you’re comfortable writing a little PHP, you can integrate updates with a simple PHP function.

$campaign_id = 11;

charitable_simple_updates_template_campaign_updates( 11 );

This function will display the updates — you do not need to use echo or print to render them.

FAQs on Simple Updates

Do I need to install any additional plugins to accept donations? 

No! Charitable’s Simple Updates work right out of the box. No additional plugins required.

Can I add updates to the campaign after it’s published? 

Yes! You can edit campaign updates at any time. Changes are saved when you click the Save button.

I made changes to the 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.

Can I customize the appearance of my donation forms? 

Yes. You can customize colors, form templates (standard or minimal), and field display options. For more advanced customization, check the documentation for custom CSS and code snippets.

What’s the difference between Charitable Lite and Pro? 

Charitable Lite is free but includes a 3% transaction fee. Pro plans eliminate this fee and include advanced features like recurring donations, donor management, peer-to-peer fundraising, and more payment gateways.

See Charitable Lite vs Pro »

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
  • CommunityJoin 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.

Are in need of 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.

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!

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⏳ 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.