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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Campaigns New

🧡 Modal Donate Button: Turn Any Click into a Contribution

Instead of redirecting users to a new URL, the lightweight Modal Donation Button allows donors to complete their gift in a sleek, focused popup, keeping them engaged with your content while they support your cause.

What’s New:

  • ⚡ Zero-Friction Giving: Open your donation form in a responsive modal overlay. Donors stay on the same page, reducing drop-off.

  • 🖱️ Place it Anywhere: Use the dedicated WordPress block or a simple shortcode to drop a donate button into sidebars, footers, or even mid-sentence in your storytelling.

  • 🎨 Full Design Control: Match your brand perfectly with customizable background colors, hover effects, border radius, and font sizes—all without touching a single line of CSS.

Whether you need a simple “Donate Now” link or a high-converting popup button, the Modal Donate Button gives you the flexibility to raise more with less effort.

donation form Donations New

💵 Mini Donation Widget: Show The Impact Of Every Dollar!

Not every donor who wants to give will navigate to your campaign page. Meet them exactly where they are by placing a fully functional giving experience directly on any page or post.

💬 Show the impact of every dollar: Attach custom messages to each preset amount so donors understand exactly what their gift provides.
🔄 Monthly and one-time giving: Supports a tabbed interface with independent amounts and impact statements for recurring giving programs.
🎨 Match your brand: Easily set accent colors and control size or alignment to fit the widget naturally into your layout without CSS.
⚡ Reduce donor friction: Open the donation form in a modal overlay to keep donors on the page and reduce drop-off.

Donations Live New

👉🏻 Showcase Real Momentum with the Donations Feed

Give your donors a reason to trust. Our new feed lets you display a living, breathing record of people showing up for your cause.

🤝 Build instant trust: Overcome donor hesitation by showing a proven track record of community support.
💬 Highlight donor stories: Display real donor comments and locations to show the human side of your fundraising.
🛠️ Drop it anywhere: Easily add the block to your homepage, campaign pages, or confirmation screens in seconds.
📈 Curate your feed: Group multiple donations from the same person or sort by highest amounts to encourage larger gifts.

Campaigns New

🎨 Campaign Showcase: Pro Level Display, No Coding Needed.

Display your causes with style and make it easier than ever for donors to find the right campaign. We are excited to announce the brand-new Campaign Showcase, a powerful, no-code tool designed to help you create beautiful, high-converting campaign grids and carousels.

The Ultimate Discovery Experience

Your mission deserves to be seen. With the Campaign Showcase, you can move beyond simple lists and create dynamic displays that highlight your most urgent needs, helping donors connect with the causes they care about most.

⚡ No-Code Customization: Effortlessly change layouts, columns, and styles with a single click. Whether you want a clean grid or an interactive carousel, you can match your organization’s look without any CSS or JavaScript.

🎯 Advanced Search & Filter: Empower your supporters with real-time filtering. Donors can quickly sort through campaigns by tags, popularity, or “ending soon,” making it easy to find exactly where their help is needed.

💰 Quick Donate Integration: Boost your conversions with instant giving. The Showcase allows donors to contribute via a modal popup directly from the display, featuring pre-selected amounts for a faster, friction-free experience.

Addon New

🤯 New Addon: Campaign Updates

Keep your supporters informed and engaged with every step of your progress! Share the ongoing impact of your mission and build lasting trust with your donor community!

The Ultimate Engagement Tool

Fundraising is a journey, not a one-time event. Now, you can easily provide real-time updates directly on your campaign pages, ensuring your donors stay connected to the causes they care about most.

📣 Easy Storytelling: Quickly post text updates, milestones, or field reports to show exactly how donations are being put to work, keeping the momentum alive throughout your fundraiser.

🏗️ Visual Builder Integration: Seamlessly add the Updates block anywhere on your page using our drag-and-drop builder, or use a simple shortcode to display news in widgets and sidebars.

📩 Build Donor Trust: By consistently sharing progress and success stories, you create a transparent giving experience that encourages recurring support and deeper community involvement.

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