Charitable Documentation

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

Hooks and filters in Automation Connect

Like all Charitable extensions, Charitable Automation Connect is designed to be developer-friendly, with hooks and filters that will help you customize it to your needs.

Paid Extension

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Filters

charitable_automation_connect_languages_directory

Added in version 1.0.0

Modify the directory where extension translations are stored.

Return Value

A string representing the path to the languages directory, relative to the wp-content/plugins directory.

Arguments

  • $directory (string)

    The language directory path. Defaults to charitable-automation-connect/languages.

charitable_webhook_subscription_failure_threshold

Added in version 1.0.0

Modify the number of times a webhook can fail to be delivered before its status is changed to Disabled.

Return Value

Integer. Defaults to 5.

Arguments

  • $threshold (int)

    The number of failures before a webhook subscription is disabled.

charitable_webhook_campaign_payload_field_value

Added in version 1.0.0

Modify the value returned for a specific field in Campaign payloads.

Return Value

Mixed.

Arguments

  • $value (mixed)

    The unfiltered value to show in the payload data.

  • $field_id (string)

    The field ID.

  • $campaign (Charitable_Campaign)

    An instance of Charitable_Campaign representing the campaign.

charitable_webhook_donation_payload_field_value

Added in version 1.0.0

Modify the value returned for a specific field in Donation payloads.

Return Value

Mixed.

Arguments

  • $value (mixed)

    The unfiltered value to show in the payload data.

  • $field_id (string)

    The field ID.

  • $donation (Charitable_Donation)

    An instance of Charitable_Donation representing the donation.

charitable_webhook_recurring_donation_payload_field_value

Added in version 1.0.0

Modify the value returned for a specific field in Recurring Donation payloads.

Return Value

Mixed.

Arguments

  • $value (mixed)

    The unfiltered value to show in the payload data.

  • $field_id (string)

    The field ID.

  • $recurring_donation (Charitable_Recurring_Donation)

    An instance of Charitable_Recurring_Donation representing the recurring donation.

charitable_webhook_campaign_payload_fields

Added in version 1.0.0

Filter the default list of campaign fields to include. Click here to see all the fields included by default.

Return Value

Array

Arguments

  • $fields (string[])

    Recurring donation fields to include.

Usage

add_filter( 'charitable_webhook_campaign_payload_fields', function( $fields ) {
    unset( $fields['creator_action_required'] );
    return $fields;
} );

charitable_webhook_donation_payload_fields

Added in version 1.0.0

Filter the default list of donation fields to include. Click here to see all the fields included by default.

Return Value

Array

Arguments

  • $fields (string[])

    Recurring donation fields to include.

Usage

add_filter( 'charitable_webhook_donation_payload_fields', function( $fields ) {
    unset( $fields['donor_comment'] );
    return $fields;
} );

charitable_webhook_recurring_donation_payload_fields

Added in version 1.0.0

Filter the default list of recurring donation fields to include. Click here to see all the fields included by default.

Return Value

Array

Arguments

  • $fields (string[])

    Recurring donation fields to include.

Usage

add_filter( 'charitable_webhook_recurring_donation_payload_fields', function( $fields ) {
    unset( $fields['recurring_renewal_date'] );
    return $fields;
} );

Action

charitable_automation_connect_start

Added in version 1.0.0

Hook fired when the plugin is first loaded.

Return Value

Void

Arguments

  • $plugin (\Charitable\Pro\AutomationConnect\Domain\Bootstrap )

    An instance of the plugin Bootstrap class.

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Improvement Migrations

↔️ Importing From GiveWP, Donorbox, GiveButter… even CSV!

Whether you’re migrating from another platform or consolidating your records, moving your data to Charitable is now faster and more flexible than ever. We’ve streamlined the process so you can bring over your entire fundraising history in just a few clicks.

🔄 Native GiveWP, Donorbox, & GiveButter Support: Switching from a major platform? Our dedicated migration tools handle the heavy lifting, automatically mapping your donors and donations directly into Charitable—no technical skills required.

📂 Universal CSV Import: Moving from a custom system or a specialized CRM? If you can export it to a CSV, you can import it here. Our smart mapping tool lets you align your columns to Charitable fields like names, emails, phone numbers, and addresses in seconds.

Instant Donor Profiles & Custom Tags: Automatically create rich donor profiles and bring in custom tags to keep your data organized. Segment and engage your supporters from day one with a clean, professional database structure.


Ready to make the switch?

Check out our GiveWP Migration Guide

Learn more about our Import Tools

Improvement Payments

💳 New Braintree Features For Your European Donors

With the release of Braintree addon version 1.3.0, you can now empower your European donors with the payment methods they trust and prefer, making giving seamless for international supporters.

🌍 Six New European Payment Methods: Support popular local options like iDEAL (Netherlands), Bancontact (Belgium), BLIK (Poland), and more to meet donors where they are.

⚡ Frictionless Donor Experience: These bank-based methods allow donors to authenticate directly with their own bank in a secure popup… no credit card numbers required.

⚙️ Automatic Currency Sync: No complex setup needed. The builder automatically displays the correct payment buttons based on your site’s currency (EUR or PLN), ensuring a relevant experience for every visitor.

Campaigns New

🖼️ Campaign Featured Images: Pro-Level Visuals Made Simple

With the new Campaign Featured Image setting in our visual builder, you now have a single, dedicated place to manage how your fundraisers look across your entire site and beyond.

🖼️ One Image, Everywhere: Set a primary thumbnail that automatically syncs to campaign grids, lists, and shortcodes—no more relying on layout order.

📱 Social Sharing Optimized: Easily upload images at the perfect size to ensure your campaigns look stunning and professional when shared on social media.

🔍 SEO & Accessibility Ready: Add custom alt text directly within the builder to improve search rankings and ensure your mission is accessible to every supporter.

Improvement receipts

🗓️ Annual Receipts 2.0: Send Year-End Receipts to Every Donor in Minutes

You can now send annual receipts in minutes with a few clicks to all your donors.

📧 One-Click Bulk Send Wizard that guides you to sending to hundreds of donors simultaneously directly from your WordPress dashboard.

🔍 Smart “Dry Run” Mode: See exactly who will receive a receipt and who will be skipped (and why) before a single email leaves your server.

🛡️ SMTP-Aware & Limit Protection: Charitable now detects your email setup and automatically adjusts batch sizes and pauses for daily limits to ensure your emails land in inboxes.

✅ Complete Audit Trail: Dedicated system log and on the individual donor’s profile, giving you a clear history for every fiscal year.

Stop dreading tax season and start spending that time on your mission. Update to Annual Receipts 2.0 and automate your year-end reporting today.

Addon Donations Improvement

🎈Recurring Donations 2.0: Smarter Automation, Better Recovery, and More Control

We’ve completely rebuilt our Recurring Donations system to help you grow your reliable income stream while giving you (and your donors) more powerful tools than ever before.

What’s New:

🔒 Recurring-Only Campaigns: You can toggle “Recurring Only” mode in the campaign builder to hide the one-time option entirely, ensuring your supporters stay focused on long-term commitment.

📧 Automatic Payment Recovery: Our new Payment Failed Email fires automatically the moment a subscription fails.

🛠️ Self-Service Donor Control:The new Cancel Subscription Button appears directly in the donor dashboard, allowing supporters to pause or end their recurring gifts on their own terms—reducing your admin burden and payment disputes.

📊 Real-Time Revenue Insights: Track your growth, monitor active subscriptions, and see exactly how much predictable support is coming in each month at a glance.

Our new Recurring Donations addon gives you the professional-grade tools you need to grow your mission.