Documentation Category: FAQs

  • How to Connect your Square Test Account in Charitable

    Testing your Square payment gateway before going live ensures donations work smoothly when you launch. This guide walks you through connecting your Square sandbox (test) account to Charitable. Prerequisites Before you begin, make sure you have: In this Guide Quick answers I clicked “Connect to Square (Sandbox)” and got a blank white screen. What happened?…

  • Getting started with Annual Receipts

    Creating an Annual Receipt page should be easy and intuitive. Unlike other donation plugins, Charitable’s Annual Receipts extension doesn’t come with a long list of settings requiring you to guess what each setting does.  Simply generate and send donors an attractive end of financial year receipt, helping them with their tax reporting. Annual receipts can be…

  • 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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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.