Documentation Category: For Developers

  • Creator Profiles in Ambassadors Addon

    Creator Profiles give every campaign creator and fundraiser a shareable public page at /creator/your-name/, showing their avatar, bio, organization, social links, campaigns, and headline totals. Creators manage their own profile from the My Campaigns hub, and their identity now travels with them onto every fundraiser page. Available in Charitable Ambassadors 3.3.0+ (requires Charitable Pro 1.8.16 or…

  • Charitable Ambassadors: Creator Donations View

    Requires: Charitable Pro 1.8.16+ Charitable Ambassadors 3.1.0+ The Donations tab on the My Campaigns page lets each campaign creator see every donation to their own fundraiser, filter and sort the list, export a CSV, and optionally send a personal thank-you to each donor. None of this requires WordPress admin access – the whole flow lives on the front-end ambassador dashboard.…

  • Disable the Auto-Created Single Campaign Page

    When you create a campaign in Charitable, WordPress automatically gives it its own public URL at /campaigns/[campaign-slug]/. That happens because Charitable registers campaigns as a public custom post type, which is what allows search engines and direct links to reach a campaign’s own page. That works well if you want every campaign to have its own…

  • PayPal Commerce Account Type

    Requires: The Account Type setting on the PayPal Commerce gateway tells PayPal how to classify every donation your site sends to them. The choice you make here affects four things on PayPal’s side: the transaction fee tier you receive, how donor disputes are handled, how PayPal’s fraud and risk engine evaluates your transactions, and how…

  • How to Activate PayPal Commerce

    PayPal Commerce is Charitable’s modern PayPal integration – a single connection that lets your donors pay with PayPal, Venmo, Pay Later, credit and debit cards, Apple Pay, and Google Pay. This page walks you through activating it on your site and what to do if it isn’t showing up in your gateway list. PayPal Commerce…

  • Charitable Divi Integration

    This guide is a technical reference for developers working with Charitable’s Divi integration. Divi integration was introduced in Charitable Pro 1.8.12. Overview This guide is a reference for using and extending Charitable’s Divi integration. The Divi integration was introduced in Charitable Pro 1.8.12 and rebuilt with native Divi 5 modules in the 1.8.16 series. Charitable…

  • Setting Up Square Webhooks

    Would you like Charitable to receive real-time updates when a payment is completed or refunded through Square? With Square webhooks enabled, your forms can stay in sync with Square so payment statuses are always up to date. This guide will show you how to easily connect Square webhooks with Charitable, ensuring your website stays in…

  • Hooks and filters in Annual Receipts

    Like all Charitable extensions, Charitable Annual Receipts is designed to be developer-friendly, with hooks and filters that will help you customize it to your needs. Filters Action

  • Hooks and filters in Automation Connect

    Like all Charitable extensions, Charitable Automation Connect is designed to be developer-friendly, with hooks and filters that will help you customize it to your needs. Filters Action

  • User Roles and Permissions

    Charitable adds two new user roles. In addition, Charitable Ambassadors adds an additional user role. Roles Donor The donor role is given to users after they make a donation. Permissions: read Campaign Manager The campaign_manager role gives a user the ability view Charitable campaigns and donations in the admin, without being able to change settings.…

  • Donation Fields API

    The Donation Fields API is provides a powerful, flexible way to add, remove and edit your donation fields. What are donation fields? How do I get the value for a particular field? How do I add a new field to my donation form? How do I change an existing donation field? How do I add…

  • Charitable_Donation_Field

    The Charitable_Donation_Field class allows you to create new donation fields or edit existing ones. Table of Contents Usage Create a new donation field Get an existing donation field Properties Methods __construct set __set __get Usage Create a new donation field If you want to add a new donation field, you will first need to create…

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Improvement Payments

💰 Accept Recurring Donations with Windcave and Charitable

A donor sets their gift up once on Windcave’s secure payment page, and Charitable bills every renewal after that on schedule. Why this is important:

🏦 Organizations banked in New Zealand or Australia: monthly giving on the gateway your bank already set you up with, with no second processor to onboard.
⛪ Churches taking regular tithes and offerings: congregants set their own schedule once, which is the simplest way to launch recurring church giving without a separate platform.
🌏 Groups with donors in several currencies: Windcave handles more than 20, so a supporter can give in the currency they actually hold.
📅 Operating funds rather than one-time campaigns: switch on Recurring Only mode and the one-off option disappears, so every gift to that campaign is a subscription.
🧾 Teams with no developer on staff: 3 sets of credentials pasted into a settings page, and no code anywhere.

Check out our announcement here.

automation update

⚡ Visual Automation Builder: Drag and Drop With No Code!

Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.

🧩 Many actions, one trigger: Tag a donor, send an email, add a note, and fire a webhook from a single event, dragged into any order.

✉️ Act inside Charitable: New Send Email, Tag Donor, and Add Donor Note actions run with no external service required.

🔤 Merge tags: Personalize emails and notes with live fields like {first_name}, {total}, and {campaign_name}.

🔁 Apply to existing donors: Run Tag Donor and Add Donor Note against the donors you already have.

🖥️ Canvas or Simple: Switch views anytime, and automations built before 2.3.0 keep working unchanged.

Read more here.

Integration updated

📬 Introducing Brevo for Charitable: Turn Donors into Subscribers Automatically

The moment a supporter makes a gift is when they are most engaged. With the new Brevo integration for Charitable, you can automatically turn those one-time donors into long-term subscribers without touching a single spreadsheet.

Simply collect donor consent right on your donation form and start your welcome series immediately.

What’s New:

🔄 Automated Subscriber Sync: New donors who opt in are added straight to your Brevo contact list as soon as their payment clears—no manual exports or CSV imports required.

🎯 Granular Consent & Opt-In Control: Customize your checkbox label, choose whether it defaults to checked or unchecked, or turn on Brevo double opt-in to keep your list clean and compliant.

📋 Per-Campaign List Mapping: Route supporters to your global email list or map specific campaigns to targeted Brevo lists to tailor your follow-up messaging.

⚡ 5-Minute Setup: Connect instantly by pasting your Brevo API key into the Newsletter settings, map your contact fields, and start building your email list on autopilot.

Ready to grow your mailing list? Brevo is available now starting on the Charitable Plus plan—connect your account today!

recurring donations updated

💳 Introducing Card Updates: Fix Expired Cards Without Losing Subscriptions!

newExpired or updated credit cards are one of the biggest silent leaks in recurring fundraising. With Card Updates in the Recurring Donations extension, donors can now refresh their payment details directly—keeping their subscription, schedule, and giving history completely intact.

No canceled plans, no lost history, and zero administrative headache for your team.

What’s New:

⚡ 30-Second Self-Service: Donors get a dedicated “Update Card” button in their dashboard that opens Stripe’s secure, PCI-compliant Customer Portal to update card details instantly.

🔒 Scoped & Safe Access: Scoped exclusively to card updates by default, donors can’t accidentally cancel or alter their plans from inside the portal, keeping your webhooks and data in sync.

🤝 Admin-Assisted Support: Helping a donor on the phone? Open their secure Stripe portal in one click from your admin screen or generate a single-use update link to email them.

📋 Automatic Audit Trail: Every payment method update is recorded automatically with a timestamp in both system-wide logs and the individual donor’s profile.

Ready to protect your recurring revenue? Get the Plus or Pro plan and update Recurring Donations to 2.3.0+ and enable “Update Payment Method” under your Settings today!

Integration page builder

Divi Fans Rejoice! Native Divi 5 Campaign Progress Bar Module!

With our new native Divi 5 module, you can anchor your microsites with real-time fundraising stats directly on the visual canvas. Here’s how it works, and why it’s worth turning on today.

Create campaign updates that are VISUAL AND LIVE. You can also:

📊 Campaign Progress Bar: Drop a live progress bar into any Divi 5 layout and show goal progress in real time.

🎨 Deep styling controls: Easily customize the bar and track color, height, and radius to match your brand perfectly.

👁️ Visual Builder ready: Configure and preview everything directly on the Divi canvas as a first-class module.

🔁 Identical rendering: The same exact engine powers this module, meaning consistent design without legacy shims.

✅ Faster launches: Never leave the Divi 5 interface to configure shortcodes or guess how your goal labels will look.

Learn more here.