Charitable Newsletter Connect

With Charitable Newsletter Connect, your donors can opt-in to join your newsletter when they make their donation. Compatible with MailChimp, Campaign Monitor, MailerLite, Mailster and MailPoet (including MailPoet 3).

Installation

Installing Charitable Newsletter Connect 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.

General Setup

After activating Newsletter Connect, you can click on the Settings link to set up the plugin. (Note: You can also get to the plugin settings by going to Charitable > Settings > Extensions.

plugin-setup

On the settings page you will see a list of all available providers.

If you’re using a WordPress newsletter plugin like MailPoet or Mailster, all you need to do is make sure that MailPoet/Mailster is activated. No further configuration is required.

Providers like MailChimp, MailerLite and Campaign Monitor need an API key or other settings in order to be connected.

Screenshot showing how providers are activated & configured.

Set up MailChimp

On the Extensions settings page, click the “Configure” button for MailChimp.

Screenshot of MailChimp configuration

There are two settings you can configure:

  • Your API Key: Find this in your MailChimp account by going to your account page > ExtrasAPI keys. (For more information about MailChimp API keys, read this).
  • Double Opt-in: Set this to “Yes” if you want subscribers to confirm their email address before being added to your newsletter list.

Configure Campaign Monitor

On the Extensions settings page, click the “Configure” button for Campaign Monitor.

Configure Campaign Monitor

Campaign Monitor requires an API key and a Client ID. You can find both of these by logging into your Campaign Monitor account and going to Account settings > API keys.

Set up MailerLite

On the Extensions settings page, click the “Configure” button for MailerLite.

MailerLite just needs an API key, which you can find in your MailerLite dashboard. Once you have this, copy it into the API key field in the Charitable settings.

Set default settings

After activating or configuring the newsletter providers you want to use, you should configure the default settings for your website. These will be applied to all campaigns, but you can override them on a per-campaign basis.

  • Default List: This is the list that donors will be subscribed to when they opt-in. It will show any available lists from your providers.
  • Default Opt-in Mode: There are three opt-in modes to choose from:
    1. An opt-in checkbox in the donation form which isn’t checked by default.
    2. An opt-in checkbox in the donation form which is checked by default.
    3. Automatic opt-in means that donors do not see a checkbox but are automatically subscribed when they donate.
  • Default Label: The label that will be shown alongside the opt-in checkbox in your donation form.

 

Screenshot showing the default settings for Newsletter Connect.

Sync lists from a provider

Charitable avoids checking for new lists with providers like MailChimp, MailerLite and Campaign Monitor. This improves performance, but it does mean that new lists you create in your provider’s account will not automatically appear as an option in your WordPress dashboard.

To fetch all your lists from a provider, you can use the Sync Lists button.

Screenshot showing how lists can be fetched from a provider like MailChimp or Campaign Monitor in WordPress with Charitable Newsletter Connect.

Setting up per-campaign configurations

You can also configure newsletter signup options on a per-campaign basis. When you edit a campaign, open the Newsletter tab.

Screenshot showing campaign newsletter settings for MailChimp, Campaign Monitor and MailPoet in WordPress.

There are three settings to configure:

  • Disable newsletter signup: Tick this to remove the opt-in for this campaign.
  • Mode: Choose how donors will opt in to your newsletter.
  • Label: Change this to a label you’d prefer instead of the default label you provided.
  • List(s): Select all the lists that you would like your donors to be subscribed to if they opt-in.