Documentation Category: Customization

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  • How to Set a Global Minimum Donation Amount

    If you already have campaigns running, you can choose to update each one individually or apply the minimum donation to all at once with a single switch. Want to set a higher minimum for a special campaign? No problem—you can override the global default on any campaign inside the campaign builder. This guide will help…

  • How To Use Advanced Email Validation

    Fake or spam email addresses can cause problems in your donation campaign. They waste your time and make it harder to see real donors. Our Advanced Email Validation feature helps stop these fake emails before they get to your form. With this feature, you can block certain email domains, parts of domain names, or specific…

  • Customize the Payment Field Format in Your Donation Form

    You can customize the appearance of the payment field on your donation form to match your branding and improve the donor experience. This option is currently available only in the Charitable Pro plugin. Table of Contents Access the Donation Form Settings In your WordPress dashboard, go to Charitable » Settings » General Page. Then, open the Donation…

  • 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

    Setting a minimum donation amount in Charitable helps you make sure every donation is big enough to support your fundraising goals. This way, you avoid very small payments that could cost too much in processing fees and keep your campaign running smoothly. This also helps avoid confusion during checkout and keeps your fundraising smooth by…

  • 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…