When I started chatting to nonprofits about their online fundraising system, many mentioned the same problem: the fundraising platform they used did not give them enough control.
Too often, they were set up as a one-size-fits-all solution.
As we began developing Charitable, we knew that we wanted to give users a way to tailor it to their needs. A year and a half on, we have seen that decision validated again and again.
In this post, I’ll show you five easy ways you can customize the donation form that is added by Charitable — all without writing any code.
Five Code-Free Ways to Tweak Your Donation Form
1. Only show required fields
By default, the donation form includes a few required fields for the donor’s name and email address, and a bunch of non-required fields for the address. Did you know you can completely remove those non-required fields from the donation form? Here’s how.
- Open the WordPress Customizer by clicking the paintbrush icon in the admin bar or by going to Appearance > Customize in the WordPress dashboard.
- Click on the Charitable tab.
- Next, click on Donation Form. If you don’t see this listed, try navigating to a Charitable donation form in the preview window.
- Set the “Only show required fields” option to “Yes”.
2. Change any field’s label
Sometimes, the label used for a particular field in the donation form isn’t right for your needs. Need the “State” field to be a “Province” field? Or want to replace “Postcode / ZIP code” with just one or the other?
You can change this with a little bit of code (I’ll show you how further on), but for now I’d like to show you a sneaky way you can do this without writing any code.
Meet Loco Translate. As the name suggests, it’s a translation plugin; but even if you’re using WordPress as an English speaker, it gives you an easy way to change the default text added by plugins like Charitable. All you need to do is activate the plugin and create a “translation” of Charitable into English. You will be able to easily change any text added by Charitable, without leaving your WordPress dashboard.
3. Allow donors to subscribe to your newsletter
Another easy one. With our Newsletter Connect plugin, you can connect your MailChimp or MailPoet newsletter list to Charitable. Once you have linked your newsletter, donors can opt in to start receiving your newsletter when they make their donation.
4. Allow donors to remain anonymous
This one’s easy. All you need is our Anonymous Donations plugin. Buy it, download it, install it, activate it — you’re done.
Read more about anonymous donations here.
5. Accept credit card donations directly on your website
PayPal is great, but it does result in donors being redirected away from your website — and unfortunately that can lead to donor confusion or even drop-off. Adding a credit card form to your website is a smart way to avoid that problem, while giving you a more professional donation experience.