Documentation Category: Customization

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  • Fixed-Term Subscriptions in Recurring Donations

    Fixed-term subscriptions let you set a recurring donation to stop automatically, either after a set number of payments or on a specific end date, instead of running until someone cancels it by hand. When the term is reached, Charitable completes the subscription for you, stops billing at the payment gateway, and can email the donor…

  • 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…

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ambassadors New

👤 Creator Profiles: Put a Face to Every Peer-to-Peer Campaign

Ambassadors 3.3.0 now provies Creator Profiles — giving your supporters a permanent, shareable public home that turns one-time fundraisers into ongoing relationships.

👤 Public Creator Pages: Give every fundraiser an instant, clean landing page at /creator/their-name/ to showcase their custom avatar, bio, and a browsable grid of their campaigns.

📊 Proof of Impact: Boost donor trust by displaying site-wide milestones on the profile—like total funds raised and total donor counts.

💳 Interactive Hover Cards: When donors hover over a creator’s name on a campaign page, a compact card expands with their bio and social handles right at the moment of decision.

📍 Responsible Location Sharing: Allow creators to safely show local supporters where they are based using only city, state, and country details.

🛠️ Self-Serve Customization: Fundraisers can update their own profiles and link up to six social networks directly from the My Campaigns hub, saving you admin time.

Ready to empower your advocates? Update to Ambassadors 3.3.0 and turn on “Enable Public Creator Page” today!

Improvement Payments

📱 Turn Mobile Scrollers Into Donors: Meet Charitable’s Mollie Upgrade

Losing mobile supporters because they hate typing out long card numbers on their phones? Charitable’s updated Mollie integration features:

⚡ One-Tap Wallet Checkout: Enable donors to complete their gifts instantly using Apple Pay or Google Pay with a simple face scan, fingerprint, or tap.

💰 No Extra PCI Burden: Skip complex domain verification and security compliance since all wallet transactions run safely through Mollie’s hosted checkout.

🛠️ Custom Cancel Routing: Keep the experience predictable by automatically sending donors who back out to your cancellation page, or use developer filters to route them to a custom page.

Visit this page to learn more.

ambassadors improved New

Moderation and Directory Screens In Ambassadors 3.0

Ambassadors 3.0 has new features: moderation and directory screens… now easily see those who are earning donations on your peer to peer network – including campaign creators that might need to be verified – all in one place. Generate reports, email ambassadors and campaign creators directly and more.

🚀 See when campaign creators and ambassadors have updated their campaigns, what donors/donation they have brought in and more.

🎉 Manually add ambassadors and campaign creators, and approve them in one-click!

Visit this page to learn more.

New Payments

⚡ Unlock India-Based Donations: Meet Charitable’s Native Razorpay Integration

Trying to collect donations in India? Charitable’s native Razorpay integration features:

⚡ Instant UPI Integration: Accept fast, local donations directly inside your form via apps like PhonePe, Google Pay, Paytm, and BHIM without sending donors away from your site.

📲 Auto-Generated Campaign QRs: Instantly render scannable QR codes encoding a UPI deep link directly on your public campaign pages and sidebars for an effortless “scan-to-give” experience.

💰 Dual Local & Global Reach: Headline your campaigns in INR while seamlessly accepting major international currencies like USD, EUR, GBP, and CAD to maximize global support.

🔁 Seamless Recurring Giving: Fully integrates with the Charitable Recurring addon to manage automatic monthly subscriptions directly through Razorpay without extra code.

↩️ Automatic Two-Way Sync: Keep your books perfectly clean with two-way refund syncing—issue a refund inside WordPress or your Razorpay dashboard and both sides update automatically.

🔒 Webhook-Verified Security: Automatically protect your donation records using HMAC-signed webhook verification to ensure every status update represents real money cleared on the rails.

Visit this page to learn more.

Integration New

🎉 New Built-in PushEngage Integration

Struggling with falling email open rates and rising ad costs just to keep your supporters engaged? Charitable’s built-in PushEngage integration features:

🔔 Zero-Fee Direct Messaging: Deliver crisp, instant pop-up notifications straight to your donors’ desktops and mobile devices.

⏱️ Four Smart Automated Triggers: Automatically send updates for immediate donation thank yous, full-list campaign launches, urgent “ending soon” alerts, and goal milestone celebrations.

📈 Group Momentum Broadcasts: Turn private milestones into public wins by automatically broadcasting alerts to your entire subscriber list the moment a campaign hits 50%, 75%, or 100% of its goal.

📊 Automatic Analytics Tracking: Monitor exactly where your incoming notification traffic is coming from with built-in attribution that requires zero complex configuration.

Visit this page to learn more.

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