Charitable Documentation

Search results for: “Simple Updates”

  • 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…

  • 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 Switch From GiveButter to Charitable

    Migrating from GiveButter to Charitable is a simple process that helps you move your donors and donations without losing any important data. If you’re switching to Charitable, you can easily bring over your records using the built-in import tool. In this tutorial, we’ll walk you through each step, from exporting your data from GiveButter to…

  • 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…

  • Recurring Donations 2.0+

    Do you want to make managing recurring donations easier for you and your donors? The new Recurring Donations 2.0 extension in Charitable is just what you need! This powerful feature allows you to accept, manage, and report on subscription-based donations effortlessly. With Charitable Pro version 2.0.0 and the Recurring Donations extension, you can enhance your…

  • How to Use The Import/Export Tool: GiveWP to Charitable

    Migrating from GiveWP to Charitable is a simple process that helps you move your donors, campaigns, and donations without losing any important data. If you’re switching to Charitable, you can easily bring over your records using the built-in import tool. In this tutorial, we’ll walk you through each step – from exporting your data from…

  • 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…

  • Using The Misc Options in Donor Settings

    Charitable Pro version 1.8.8.6 introduced new “Field and Profile Sync Settings” to improve how you collect and manage donor information. These settings help you customize registration fields, manage user profile details, and keep donor data consistent between the front end and WordPress admin. How To Access The Misc Tab You can access these settings in…

  • 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…

  • Square Payment Gateway PHP Requirements

    The Square payment gateway for WordPress requires PHP version 8.1.0 or higher to function properly. This requirement ensures compatibility with Square’s latest API features and security standards. If your WordPress site is running an older version of PHP, you’ll need to upgrade before you can use the Square payment gateway. Checking Your Current PHP Version…

What's New In Charitable

View The Latest Updates
🔔 Subscribe to get our latest updates
📧 Subscribe to Emails

Email Subscription

Join our Newsletter

We won’t spam you. We only send an email when we think it will genuinely help you. Unsubscribe at any time!

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.