Charitable Documentation

Learn how to make the most of Charitable with clear, step-by-step instructions.

Charitable Authorize.Net

Installing Charitable Authorize.Net is the same as installing any other Charitable extension. If you’re not sure how to do that, we recommend first reading our guide to installing Charitable extensions.

Getting Started

After the extension is installed, you will need to add your license keys. We assume that you already have an Authorize.Net account activated.

  1. Go to Charitable > Settings.
  2. Click on the Payment Gateways tab.
  3. You will see Authorize.Net listed as one of the gateway options. Click Enable Gateway to activate it.
  4. After the page reloads, you will see a new button called Gateway Settings. Click this.
  5. On the following page, you can add your license keys, as well as setting the gateway label (this is what donors will see when choosing their payment method). If you are not sure where to find your Authorize.Net keys, see the section below.
  6. When you have finished adding your settings, click Save Changes.

Finding Your Authorize.Net Keys

If you want to test out Authorize.Net in test mode, you will need to create a sandbox account on Authorize.Net and add the login ID, transaction key and signature key for the sandbox account in the Charitable settings.

To access your API Login ID, Transaction Key and Signature Key, login to your Authorize.Net account at https://account.authorize.net/ and click Account > API Login ID and Transaction Key in the Merchant Interface.

  • API Login ID: You will see your API Login ID printed in the top section.
  • Transaction Key: Under “Create New Key(s)”, select “New Transaction Key” and click on Submit. Your Transaction Key will be displayed on the next screen.
  • Signature Key: Under “Create New Key(s)”, select “New Signature Key” and click on Submit. Your Signature Key will be displayed on the next screen.

Enable E-check Payments

To get started with E-check payments, you will need to add support for it in your Authorize.Net account:

  1. Log into your Authorize.Net dashboard.
  2. Under “Products & Services”, click on eCheck.Net.
  3. On the next page, fill out the application form for eCheck.Net and submit the application. The application will then go through an approval process.

Once you have E-check enabled in your Authorize.Net account, you can turn it on for your Charitable donation forms from the Charitable Authorize.Net settings page.

Sync Required Fields

In your Authorize.Net account you can configure which fields are required in your donation form. You may choose to make different fields required for internal purposes or to reduce fraudulent donations. This can be set in your Authorize.Net account by going to Account > Payment Form > Form Fields.

After setting your required fields, use the Sync Required Fields button in your Charitable Authorize.Net settings to sync this across to your Charitable donation forms. This will ensure that any fields which you have marked as required in your Authorize.Net account will also be required in your Charitable donation form.

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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.