Documentation Category: Customization

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  • 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…

  • How to Switch Donation Form Templates

    In Charitable, you can choose between two premade donation form templates. These templates are designed to have all the required fields you need in your donation form. You can choose to display a standard template or a minimal view. This guide will show you how to find and switch your donation form templates. Prerequisites You…

  • How to Use Social Linking in Your Campaigns

    Make it easy for supporters to connect with your organization across all your social media platforms. The Social Links feature lets you add clickable icons to your fundraising campaign, helping you grow your online community and promote your cause with just one click. This guide will show you how to add social links to your…

  • How to refund a donation

    Unfortunately, you will probably need to refund a donation sooner or later. When that happens, Charitable has your back with an easy way to refund donations in your WordPress dashboard. You can also refund donations (including partial refunds) through your payment gateway account. Refund from the WordPress dashboard If you need to refund a donation,…

  • How to Fix “Page Not Found” Errors

    If you are getting a “Page Not Found” or 404 error, it may be a permalinks issue. Try this to fix it:  ​In your WordPress dashboard, go to Settings > Permalinks Without changing any settings, click on Save Changes After doing this, the problem should be resolved. 

  • How to Change ‘Donate’ Button Text

    There are a couple ways you can change the text in Charitable. You could use a translation plugin like TranslatePress, or you can use a little bit of code. Here is a code snippet you can adapt: https://library.wpcode.com/snippet/32j0vx5l/ How to add a code snippet If you are new to PHP or WordPress development, we recommend adding these…

  • 3 Ways to Add Code Customizations to Your Site

    One of the key benefits of using Charitable is that it provides many ways in which you can customize. We manage a growing library of code snippets at https://library.wpcode.com/profile/wpcharitable/ which show different ways that you can tailor Charitable to your needs. But if you want to add a bit of code to your site, how…

  • How to Add a Donate Link to Your Menu

    If you would like to add a Donate link or button in your menu, there are a couple ways of achieving this. Option 1: Link to a separate donation page You can add a link to your donation page while editing your menu at Appearance > Menus. In the left hand column, look for the “Custom Links” option.…

  • How to Set a Minimum Donation Amount

    By default, Charitable will accept any donation over $0. You can customize the minimum donation amount with a little bit of code, using the charitable_minimum_donation_amount filter: add_filter( ‘charitable_minimum_donation_amount’, function() { return 2; } ); The above code sets a minimum donation amount of $2; any donation of $2 or more will be accepted. Permitting $0 donations…

  • Offline Donation Emails

    As of Charitable 1.5, there are two emails that apply specifically to offline donations: Offline Donation Receipt Offline Donation Notification These emails are only sent for offline donations which are pending. To activate these emails, go to Charitable > Settings > Emails, and click Enable Email for both of these. Offline Payment Instructions In the…

  • Add Your Donation Form to a Page

    Do you want to embed a donation form in a page? When you create a donation campaign, Charitable makes it easy to add a simple donation form for that campaign anywhere on your site. This lets you show a simple donation form instead of a full-fledged fundraiser campaign. Step 1: Create a Fundraiser Campaign Head…

  • How to create and edit donations in the WordPress dashboard

    Received a cheque in the mail from a donor and want to add it to Charitable? No problems! With Charitable, you can easily create and edit donations through your WordPress dashboard. Create a new donation To create a new donation from the Dashboard, go to Charitable > Donations, and click the Add Donation button at…

  • How to resend donation emails

    Need to resend a donation receipt to your donor? With Charitable, you can do that easily through the WordPress dashboard. Which emails can you resend? Charitable allows you to resend any donation-related email. Out of the box, this includes the Donation Receipt for donors, and the New Donation Notification email, which is sent to site…

  • Remove Amount Raised & Donor Count

    You can remove the percentage raised, amount raised, and donor count from the stats summary block on all campaign pages by adding some custom code. The following code will work with most WordPress themes: How to remove the stats in Reach If you are using the Reach theme, you can remove the campaign stats with…