Charitable Documentation

Search results for: “Donor Comments”

  • How to Allow & Manage Donor Comments

    Do you want to give donors an option to leave a message with their donation? This Donor Comments feature lets you do that with just a few clicks. Once enabled, donor comments can help build community engagement and transparency by giving donors a voice to share their support. This guide will walk you through the…

  • Charitable Donor Comments

    With Charitable Donor Comments active, your donors can leave comments when they make a donation. Setup Customize the comment field You can change the label and the placeholder value of the comment field in the donation form in the WordPress Customizer. Go to Appearance > Customize to open the Customizer, and then navigate to Charitable…

  • How to Enable Donor Referrals

    Donor referrals help expand your fundraising reach by allowing supporters to share their giving with friends and family. This document will guide you on how to set up and manage donor referrals in Charitable. Table of Contents Enabling Donor Referrals Charitable offers a quick and easy way to enable donor referrals. The feature is built…

  • How to Use The Donor Management System

    Our comprehensive donor management system is integrated into your WordPress platform making it easy for you to efficiently manage and track your donor relationships. You can maintain detailed donor profiles, monitor donation histories, and streamline your communication with supporters. We’ve designed it to act as a centralized hub for all donor-related activities. This documentation will…

  • How to Use the Donor Dashboard

    The Donor Dashboard provides a personalized and secure space for your donors to manage their information, view donation history, and access important documents, making it easy for them to stay connected with your organization. To access the Donor Dashboard settings, navigate to Charitable » Settings » Donors » Donor Dashboard in your WordPress admin. Here,…

  • Donations Feed

    The Donations Feed displays a live, scrollable list of recent donations on any page or post – helping you build transparency, inspire visitors, and create social proof for your campaigns. It is available on Charitable Pro plugin 1.8.13+. Available as both a shortcode and a Gutenberg block, the Donations Feed is fully customizable: choose between a list/table view or a…

  • Visual Donation Form Builder

    The Visual Donation Form Builder is a drag-and-drop form builder that allows you to create custom donation forms for campaigns. This document provides technical details for developers, designers, and theme developers working with the visual form builder system. Table of Contents Hooks and Filters The following PHP hooks and filters are available for extending and…

  • How To Use The Donation Form Visual Builder

    The Donation Form Visual Builder is a powerful, easy-to-use drag-and-drop tool that lets you design custom donation forms directly within Charitable. It was created to simplify the process of building donation forms by giving you complete visual control over every field, section, and layout option – no coding required. In this documentation, you will learn…

  • Charitable PDF Receipts

    Charitable makes it easy to set up customized PDF receipts that you and your donor can generate and download instantly. Donors can also choose to send the donation receipts to their email right after they make a contribution. This guide will show you how to customize your receipts and configure settings to exactly what you…

  • 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…

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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.