Charitable Documentation

Search results for: “Gift Aid”

  • Charitable Gift Aid

    Installing Charitable Gift Aid 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. Getting Started Once you have installed and activated it, the Gift Aid section is automatically added to the donation form:You can customize the text via the WordPress…

  • Custom Receipts Guide

    Requires: Custom Receipts lets you decide what a donor sees on screen right after they give. That page (the thank-you page a donor lands on once their donation goes through) is one of the highest-attention moments in the whole donation flow, and out of the box every campaign shares the same site-wide receipt. This addon…

  • How to Use the Donorbox Importer

    Switching donation platforms is easy to justify and painful to execute. Your donor list, campaign history, and years of giving records live inside Donorbox – and moving to a new platform has traditionally meant one of two things: start fresh and lose your history, or spend days manually wrestling spreadsheets into shape. The Donorbox Importer…

  • 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…

  • Adding Custom Fields to PDF Receipts

    Would you like a custom field from your donation form to show up on the PDF receipt? When you add a custom field to a legacy form or build one in the campaign visual builder, Charitable saves the donor’s answer with the donation – but the PDF receipt template doesn’t print it automatically. You’ll need…

  • 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…

  • Donation Fields API

    The Donation Fields API is provides a powerful, flexible way to add, remove and edit your donation fields. What are donation fields? How do I get the value for a particular field? How do I add a new field to my donation form? How do I change an existing donation field? How do I add…

  • Donors Shortcode

    The [charitable_donors] shortcode allows you to display a list of donors to one or all of your campaigns on a page. It uses the same frontend template as the Donors widget, so its output is similar — it just provides you with flexibility to show the Donors in different spots. Parameters number Number of donors to…

  • PayPal Commerce Account Type

    Requires: The Account Type setting on the PayPal Commerce gateway tells PayPal how to classify every donation your site sends to them. The choice you make here affects four things on PayPal’s side: the transaction fee tier you receive, how donor disputes are handled, how PayPal’s fraud and risk engine evaluates your transactions, and how…

  • Setting Up Offline Donations in Charitable

    Charitable makes it easy to accept and manage offline donations—such as checks, cash, or bank transfers—right alongside your regular online gifts. This way, every contribution counts toward your fundraising goals and your records stay complete and transparent. In this guide, you’ll learn how to enable and use Offline Donations with Charitable. Enabling Offline Donations Go to Charitable…

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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.