Documentation Category: Managing Donations

  • How to Use The Donor Management System

    Our comprehensive donor management system is integrated into your WordPress platform making it easy for you to efficiently manage and track your donor relationships. You can maintain detailed donor profiles, monitor donation histories, and streamline your communication with supporters. We’ve designed it to act as a centralized hub for all donor-related activities. This documentation will…

  • How to Use the Donor Dashboard

    The Donor Dashboard provides a personalized and secure space for your donors to manage their information, view donation history, and access important documents, making it easy for them to stay connected with your organization. To access the Donor Dashboard settings, navigate to Charitable » Settings » Donors » Donor Dashboard in your WordPress admin. Here,…

  • How to create and edit donations in the WordPress dashboard

    Received a cheque in the mail from a donor and want to add it to Charitable? No problems! With Charitable, you can easily create and edit donations through your WordPress dashboard. Create a new donation To create a new donation from the Dashboard, go to Charitable > Donations, and click the Add Donation button at…

  • How to Enable and Manage Recurring Donations

    Charitable’s Recurring Donations addon lets you turn one-time supporters into long-term, sustaining donors. With this extension, you can add flexible recurring giving options to any campaign, choose between simple “make this monthly” checkboxes or fully customized recurring plans, and let donors pick the schedule that works best for them. How to Install Recurring Donations Installing…

  • Configuring Authorize.Net for Recurring Donations

    Note: These setup instructions are no longer relevant as of Charitable Authorize.Net 1.2.0. To use Recurring Donations with our Authorize.Net integration, there are a few steps you need to take in order for recurring donations to be properly tracked. Login to your Authorize.Net account and click on Account. Click on Silent Post URL. Your Silent…

  • How Do I Create a PayPal Sandbox Account?

    When you are first getting started with accepting donations through PayPal, it is useful to be able to test that everything works correctly without using live payments. Enter the PayPal sandbox. This is a tool designed to help developers and merchants test their integration with PayPal. We strongly recommend setting up an account and testing that…

  • Charitable Anonymous Donations

    With Anonymous Donations, people can support your cause without having their name publicly displayed. Donors can choose to remain anonymous when they donate. It’s easy to set up and takes under a minute! How to Enable Anonymous Donations Installing Charitable Anonymous Donations is the same as installing any other Charitable extension. If you’re not sure…

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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.