Charitable Documentation

Search results for: “Automation Connect”

  • Automation Connect 2.0

    Automation Connect turns every donation, campaign event, or form submission into a real-time trigger that sends data to any app or service via webhooks. Connect Charitable with Zapier, Make.com, Slack, HubSpot, Mailchimp, n8n, Pabbly Connect, and thousands of other platforms – no developer required. Requirements: Pro/Elite plan and Charitable Pro 1.8.13+. Note: If you are…

  • 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. Filters Action

  • Getting started with Automation Connect

    Charitable Automation Connect allows you to connect Charitable with thousands of other apps by using 3rd party automation platforms like Zapier, Make.com or Zoho Flow. How to install and activate the Automation Connect plugin The Automation Connect is a plugin and can be installed the same way as any other Charitable extension. Here’s a quick…

  • How to Enable and Customize Ambassador Emails: Templates, Automation, & Settings

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ Every meaningful action in your Ambassadors program should trigger a response. When a fundraiser is approved, the ambassador needs to know right away. When someone’s application is rejected, they deserve a clear explanation. When a recruit signs up through an invite link, the person who recruited them should hear…

  • Connecting Charitable to Zapier

    Would you like to send your Charitable donation data to your CRM, email tool, spreadsheet, or chat app the moment a donation happens? Zapier connects Charitable to thousands of apps, so new donations, recurring renewals, donor signups, and campaign milestones can each kick off a workflow in any service you already use. This guide will…

  • Charitable Tributes: Settings, Integrations, and Developer Reference

    Requires:  This page is the complete reference for Charitable Tributes: every setting you can change, how it works with the other Charitable addons, and the full developer surface of hooks, AJAX actions, REST endpoints, and templates. If you are looking for how to do a specific task, the focused guides are usually a better starting…

  • Charitable Zapier Field Reference

    Want to know exactly what data lands in your Zap when a Charitable trigger fires? Each trigger sends a structured payload of donation, donor, recurring-subscription, or campaign fields, and this reference lists every field by trigger type so you can map them confidently into the next step. This guide will walk you through the fields…

  • Filtering Charitable Zaps by Campaign

    Want a Zap to fire only for donations to your end-of-year campaign, or only when a donor uses Stripe? Charitable Zaps can be scoped to a single campaign right on the trigger step, and any other condition – payment gateway, donation amount, donor country – can be layered on with a Filter by Zapier step.…

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Addon New

🗒️ Custom Receipts… New Addon!

With Custom Receipts, you decide which page your donors see, on every campaign. Here’s how it works, and why it’s worth turning on today.

Create receipts that are CUSTOM TO THE DONOR OR CAMPAIGN. You can also:

📅 Year-end appeal: Reinforce the goal and invite donors to share while momentum is high.

🎗️ Memorial or tribute campaign: Give a gentle, respectful thank-you that fits the moment.

💎 Major gifts: Show a special message only to donors who give above a threshold.

🔁 Recurring growth: Invite one-time donors to become monthly supporters right on the receipt.

🌍 Global campaigns: Surface a country-specific note, like a Gift Aid reminder, only where it applies.

Learn more here.

New templates

🤩 New Beacon Campaign Templates w/ “Hero” Block!

With the new Beacon Campaign Templates for Charitable Pro, you can launch a stunning, full-width fundraising page that instantly captures visitor attention above the fold.

🔦 Above-the-Fold Impact: Lead with a full-width hero image, your logo, and your goal with a donation widget locked right on top of the banner so your ask and momentum register instantly without scrolling.

📐 Two Flexible Layouts: Choose between a structured two-column layout for side-by-side storytelling and supporting details, or a clean one-column view designed for uninterrupted long-form narratives.

⚡ All-in-One Hero Field: Powered by the new Campaign Hero field, bringing background media, live progress bars, custom donation amounts, and recurring giving tabs together into a single cohesive block that can be dropped into any layout.

🎨 Automatic Theme Matching: The hero banner and donation widget automatically inherit your campaign theme’s button and accent colors, ensuring your entire presentation stays beautifully on-brand without touching a line of CSS.

Learn more here.

donation form Feature New

📝 Donation Form Block: Embed a Working Donation Form Anywhere

With the new Donation Form Block for Charitable Pro, you can drop a fully working donation form directly onto any page or post in the WordPress block editor. No redirects, no page reloads, and zero friction between reading your story and making a contribution.

📝 Drop Forms Anywhere: Place a working form directly onto your homepage, inside a story-driven blog post, on a dedicated landing page, or within a campaign announcement.

🎯 Dynamic Campaign Binding: Easily choose a specific campaign from the block sidebar or set it to automatically bind to whichever campaign is currently being viewed.

📐 Full vs. Minimal Form Views: Switch between a full layout or a compact minimal view to perfectly fit sidebars, narrow columns, or wide landing pages.

🎨 Scoped No-Code Styling: Customize typography, container spacing, border radius, amount buttons, and accent colors independently for every form instance without touching a line of CSS.

Learn more here.

ambassadors New

👤 Creator Profiles: Put a Face to Every Peer-to-Peer Campaign

Ambassadors 3.3.0 now provies Creator Profiles — giving your supporters a permanent, shareable public home that turns one-time fundraisers into ongoing relationships.

👤 Public Creator Pages: Give every fundraiser an instant, clean landing page at /creator/their-name/ to showcase their custom avatar, bio, and a browsable grid of their campaigns.

📊 Proof of Impact: Boost donor trust by displaying site-wide milestones on the profile—like total funds raised and total donor counts.

💳 Interactive Hover Cards: When donors hover over a creator’s name on a campaign page, a compact card expands with their bio and social handles right at the moment of decision.

📍 Responsible Location Sharing: Allow creators to safely show local supporters where they are based using only city, state, and country details.

🛠️ Self-Serve Customization: Fundraisers can update their own profiles and link up to six social networks directly from the My Campaigns hub, saving you admin time.

Ready to empower your advocates? Update to Ambassadors 3.3.0 and turn on “Enable Public Creator Page” today!

Improvement Payments

📱 Turn Mobile Scrollers Into Donors: Meet Charitable’s Mollie Upgrade

Losing mobile supporters because they hate typing out long card numbers on their phones? Charitable’s updated Mollie integration features:

⚡ One-Tap Wallet Checkout: Enable donors to complete their gifts instantly using Apple Pay or Google Pay with a simple face scan, fingerprint, or tap.

💰 No Extra PCI Burden: Skip complex domain verification and security compliance since all wallet transactions run safely through Mollie’s hosted checkout.

🛠️ Custom Cancel Routing: Keep the experience predictable by automatically sending donors who back out to your cancellation page, or use developer filters to route them to a custom page.

Visit this page to learn more.