Documentation Category: Customization

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  • 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…

  • 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…

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Integration New

👉🏻 New Divi Integration In Charitable Pro

Bring the power of Charitable directly into your favorite page builder and maintain total creative control with our brand-new Divi integration.

The Ultimate Design Experience

No more switching back and forth or relying on complex shortcodes. Use dedicated Divi modules to build, style, and launch high-converting donation pages without ever leaving the Divi Builder.

⚡ Native Divi Modules: Effortlessly drag and drop your donation forms, progress bars, and campaign details exactly where you want them.

⚙️ Visual Customization: Tweak colors, fonts, and spacing using Divi’s familiar design settings to ensure your fundraiser matches your brand perfectly.

🚀 Live Visual Editing: See your changes in real-time. What you see in the builder is exactly what your donors will see, ensuring a seamless giving experience every time.

donation form New

👉🏻 New Campaign Selector For Donation Forms

Take your campaign management to the next level. Find the perfect fundraiser for any page and stay in your creative flow with our new Campaign Selector integration.

The Ultimate Selection Tool

No more hunting for IDs or creating one page for every donation form. Use the new Campaign Selector to allow users to switch to a campaign with no code.

⚡ Instant Search: Quickly find any campaign leaving your page or post.

⚙️ Editor Agnostic: Whether you’re using the Block Editor, Elementor, or WPBakery, selecting your campaigns is now a unified experience.

🚀 Real-Time Previews: See exactly which campaign you’ve selected instantly, ensuring your donors always see the right cause.

Integration New

WordPress Command Palette Integration

Take your fundraising workflow to the next level. Speed up your site management and stay in your creative flow with our new WordPress Command Palette integration.

Supercharge Your Workflow
Navigate your fundraising dashboard faster than ever.

The Ultimate Keyboard Shortcut Hit Cmd + K (or Ctrl + K) to launch the Command Palette and manage your campaigns instantly.

⚡ Instant Navigation: Jump directly to your Campaigns, Donations, or Settings from anywhere in the editor.

➕ Quick Create: Start a new fundraising campaign or add a manual donation with a single command.

Efficiency Redefined
The tools you need, exactly when you need them.

⚙️ Contextual Actions: See relevant Charitable commands based on whether you’re editing a page or viewing your reports.

🚀 Seamless Integration: Built directly into the WordPress core experience for a lightweight, native feel.

Improvement New Security

📣 New Security Features

We’ve introduced a suite of new security tools to give you total control over who accesses your forms, plus a new way to tidy up your database.

Advanced Security Suite

Layered protection: Cloudflare, ReCAPTCHA, IP Controls, and Rate Limiting.

We have overhauled our security settings to stop bots without blocking real donors.

  • 🤖 Flexible Protection: Choose between Google reCAPTCHA v3 or the privacy-first Cloudflare Turnstile to block bots invisible.

  • 🚦 Rate limiting: Stop spam floods by limiting how many submissions an IP address can make in a set timeframe.

  • 🛑 Total control: Use the new IP Blacklist to block bad actors instantly, or the IP Whitelist to let your team bypass checks during testing.

The Clean Donation Tool

Go from “Testing” to “Live” in seconds.

Finished setting up your site and need to get rid of all those test transactions?

  • 🧹 Sweep it clean: Bulk delete test donations and donor records with a single click.

  • 📉 Accurate reporting: Ensure your revenue stats are 100% accurate for launch day.

  • ⚙️ Reset sequences: Automatically resets sequential invoice numbering.

Check out all the new security features »
donation form New

🏗️ Visual Donation Form Builder

Building the perfect donation form just got easier. We have completely reimagined how you create forms with a new drag-and-drop interface.

Design Visually, in Real-Time

No coding, no guessing. Just point, click, and build.

Say goodbye to confusing settings pages. You can now edit your form and see exactly what your donors will see, instantly.

  • 🖱️ Drag & Drop: Easily add fields like names, addresses, or file uploads by dragging them exactly where you want them.

  • 🎨 Customize everything: Click any field to tweak labels, placeholders, and requirement settings on the fly.

  • 👁️ Live preview: See your changes immediately as you make them—ensure your form flows perfectly before you hit publish.

Flexible & Powerful

Works with all your existing campaigns.

  • 🧩 Deep customization: Add custom HTML, shortcodes, or CSS classes for advanced branding.

  • ⚙️ Smart fields: Collect exactly what you need with support for dropdowns, checkboxes, dates, and hidden fields.

Check out the Visual Donation Form Builder »
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