Documentation Category: FAQs

  • How to Connect your Square Test Account in Charitable

    Testing your Square payment gateway before going live is crucial for ensuring a smooth donation experience. This guide will walk you through connecting your Square test account (sandbox) to Charitable. Prerequisites Before you begin, make sure you have: In this Guide Step 1: Set Up Your Square Sandbox Environment First, sign up for Square if you…

  • Getting started with Annual Receipts

    Charitable Annual Receipts allows you to give your donors an attractive end of financial year receipt, helping them with their tax reporting. Annual receipts can be accessed online, downloaded or printed. How to install and activate the Annual Receipts plugin Annual Receipts is a WordPress plugin. You can install it just like any other plugin.…

  • Which currencies are supported by Charitable?

    With Charitable, you can accept donations in a wide range of currencies. Note: Currency support varies by payment gateway. Out of the box, the following currencies are supported: Argentine Peso Australian Dollars Bangladeshi Taka Bolivian Bolíviano Brazilian Real Brunei Dollar Bulgarian Lev Canadian Dollar Swiss Franc Chilean Peso Chinese Yuan Renminbi Colombian Pes Czech Koruna…

  • Getting started with Automation Connect

    Charitable Automation Connect allows you to connect Charitable with thousands of other apps by using 3rd party automation platforms like Zapier, Make.com or Zoho Flow. How to install and activate the Automation Connect plugin The Automation Connect is a plugin and can be installed the same way as any other Charitable extension. Here’s a quick…

  • Invalid License Key

    If you have added your license key but you’re getting an error message saying “This license is not valid”, try these steps to troubleshoot:

  • How do I get an invoice for my purchase?

    You can generate an invoice for you purchase through your WP Charitable account area. In the menu on the left, click on “Your Purchases”. Next, find the purchase you would like to get an invoice for and click “View Invoice”. Go to the Purchases tab and click on Generate Invoice for your purchase. On the following page you…

  • Setting Up PayPal

    PayPal is available out of the box as a payment gateway option. You can enable it via your WordPress dashboard: Go to Charitable > Settings > Payment Gateways. In the PayPal box, click on Enable Gateway. Next, you will need to configure some settings by clicking on Gateway Settings. Settings General Settings Gateway Label The label that…

  • Charitable & User Privacy

    Charitable stores personal data about donors and registered users in your website’s database, as well as providing personal data to third party providers such as payment gateways (PayPal, Stripe, Authorize.Net, etc.) or newsletter providers (MailChimp, Campaign Monitor, MailerLite, etc.). All or some of the following data may be collected and stored about a donor when they…

  • Quick Command-Line Setup

    If you would like to quickly build a test site and pre-populate it with Charitable campaigns, donations and pages, you can use the setup script. Usage # Navigate to the plugins folder in your WordPress installation cd /path/to/wordpress/wp-content/plugins # Clone to Charitable repository git clone [email protected]:Charitable/Charitable.git charitable # Run the setup script charitable/bin/setup.sh Setup Script…

  • Frequently Asked Questions

    Do you have a refund policy? Yes! We offer a risk-free 14-day money back guarantee. We think Charitable is a great product, but we understand that it can’t work perfectly for everyone all of the time. If you are unhappy with your purchase, or you have an issue that we are unable to resolve, we…

  • Setting Up Payment Gateways

    Getting your payment gateways set up is one of the most important steps in launching your fundraising campaign with Charitable. In this guide, we’ll walk you through the steps to enable, connect, and configure your payment gateways in Charitable, so you’re ready to start accepting donations right away. Payment Gateways in Charitable Charitable supports a…

  • Changing a Donation’s Status

    There are two ways to change a donation’s status in Charitable. 1. Update donations in bulk In your WordPress dashboard, go to Charitable > Donations. Tick the box next to each donation that you would like to update. Change the “Bulk Actions” dropdown to the status you would like to change the donations to. Click Apply to update all…

  • Adding Campaigns (Legacy)

    “Legacy” campaigns are the way campaigns were built by default before the introduction of the visual builder that debuted in Charitable 1.8.0. This method is no longer the default and is depreciated. That being said: (1) Charitable will ALWAYS support campaigns created with legacy campaigns (2) Adding a legacy campaign is still possible via the…

  • Updating Charitable

    You can update Charitable via your website’s dashboard. When there are updates for your WordPress site, you will see a little icon in your admin bar indicating how many updates there are. Click on this icon to go to the Updates pages. You will see a list of updates to be made to your WordPress…

  • Installing Charitable

    The simplest way to install Charitable is via the WordPress dashboard. Uploading A Zip You can also visit this page on the WordPress Plugin Repo to download Charitable as a zip file. You can then upload the zip file manually into your WordPress site: Once you have Charitable installed, you may want to read on installing…

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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.

Integration New

Build Beautiful Fundraising Pages Visually with WPBakery Integration

We are excited to announce our brand-new integration with WPBakery, one of the most popular WordPress page builders, designed to help you create stunning layouts for your campaigns without touching a single line of code.

The Ultimate Design Experience

Designing your nonprofit’s website should be as simple as your mission is powerful. Now, you can bring Charitable functionality directly into your WPBakery workflow, using native elements to build high-converting donation pages and campaign grids in seconds.

🖱️ Drag-and-Drop Building: Easily add donation forms, campaign progress bars, and “Donate Now” buttons to your layouts using the WPBakery elements you already know and love.

🎨 Total Creative Control: Customize the look and feel of your fundraising elements using WPBakery’s native design options. Adjust margins, padding, and borders to ensure your campaigns fit perfectly with your site’s branding.

📱 Seamlessly Responsive: Every element is built to be fully responsive and mobile-friendly, ensuring your donors have a smooth, professional experience whether they are giving from a phone, tablet, or desktop.

Integration New

🖼️ Add Image Galleries to Fundraising Campaigns With Envira Gallery

Showcase the impact of your mission like never before. We are excited to announce our brand-new integration with Envira Gallery, the best WordPress gallery plugin, designed to help you tell your story through powerful, high-performance visuals.

The Ultimate Storytelling Experience

A picture is worth a thousand words – and now, it’s worth even more for your fundraising. Connect your visual impact directly to your cause by creating stunning, responsive galleries that engage donors and drive contributions.

🖼️ Visual Impact: Easily create beautiful, fast-loading galleries to show your nonprofit’s work in action, from field reports to event highlights.

🔗 Seamless Connection: Link gallery images directly to your fundraising campaigns, making it effortless for inspired visitors to go from viewing a photo to making a donation.

📱 Perfectly Responsive: Whether your donors are on a phone, tablet, or desktop, your galleries will look professional and load lightning-fast, ensuring a smooth experience on every device.

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.