Charitable Documentation

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

How to Use Charitable Simple Updates

Simple Updates lets you easily share important information about your campaign’s progress, express gratitude to your supporters, provide transparency about how funds are being utilized, and keep everyone informed about developments related to your cause.

These updates appear directly on your campaign page, ensuring that both existing donors and potential contributors can stay informed about your mission’s impact.

This guide shows you how to use Simple Updates in your Charitable campaigns.

Prerequisites

  • Charitable Pro plugin installed and activated on your WordPress site
  • Simple Updates is included in all Charitable Pro plans. You need to be on the Basic plan or higher.

In This Guide

Step 1: Adding the Simple Updates Block

First, open Charitable in your WordPress dashboard and create a campaign »

Inside the campaign builder, you’ll see a preview of your campaign on the right, along with a menu of blocks on the left.

Choose the Updates block and drag and drop it into your campaign where you would like it to appear.

add campaign updates

Hit the Save button at the top right corner of the screen.

Step 2: Adding Your Message

From the menu on the left, open the Settings tab. You’ll see a list of sub-tabs, including General Settings, Donation Options, and Geolocation.

Open the Simple Updates tab. Here, there’s a text box where you can enter your message.

enter update messages

Simple Updates provides a rich text editor that allows you to format your messages with:

  • Bold text for emphasis
  • Italic text for stylistic emphasis
  • Underlined text for highlighting
  • Bullet points for organizing information
  • URL links to direct supporters to relevant resources or additional information

This formatting flexibility ensures your updates are visually appealing and easy to read, helping you communicate effectively with your donors and supporters.

When you’re done, hit the Save button at the top.

Now visit your live campaign and you’ll see the update appear there.

Display updates with a shortcode

You can also add the Updates to any content area using the [campaign_updates] shortcode. In this example, we have added a shortcode block to the campaign:

Shortcode block in campaign

When you click on the block, the Layout Options tab will open for the shortcode block. You can add a headline, the shortcode, and any CSS Class if you’d like.

Simple updates shortcode


You can also add a campaign ID to the shortcode as a parameter, which allows you to display a specific campaign’s updates. This is useful when displaying the updates on a separate page or post. For example:

You can also add campaign specific IDs to your simple updates if you’re adding it anywhere else on your site:

[campaign_updates campaign_id=16]

You can find the ID of your campaign by looking at the URL of the page where you edit it.

https://demosite.com/wp-admin/?page=charitable-campaign-builder&campaign_id=16.

The campaign ID is also available in the Charitable » Campaigns tab. Hover your cursor over the campaign name and the ID will appear.

campaign ID

Integrate it with a PHP function

If you’re comfortable writing a little PHP, you can integrate updates with a simple PHP function.

$campaign_id = 11;

charitable_simple_updates_template_campaign_updates( 11 );

This function will display the updates — you do not need to use echo or print to render them.

FAQs on Simple Updates

Do I need to install any additional plugins to accept donations? 

No! Charitable’s Simple Updates work right out of the box. No additional plugins required.

Can I add updates to the campaign after it’s published? 

Yes! You can edit campaign updates at any time. Changes are saved when you click the Save button.

I made changes to the settings, but they’re not showing up. What should I do? 

Always click “Save Changes” after making any modifications. If changes still don’t appear, try clearing your website cache if you’re using a caching plugin.

Can I customize the appearance of my donation forms? 

Yes. You can customize colors, form templates (standard or minimal), and field display options. For more advanced customization, check the documentation for custom CSS and code snippets.

What’s the difference between Charitable Lite and Pro? 

Charitable Lite is free but includes a 3% transaction fee. Pro plans eliminate this fee and include advanced features like recurring donations, donor management, peer-to-peer fundraising, and more payment gateways.

See Charitable Lite vs Pro »

Where can I get support if I have issues?

  • Free users: Use the WordPress.org support forums
  • Pro users: Contact support directly for priority assistance
  • Documentation: Check the comprehensive documentation library
  • CommunityJoin the newsletter and follow social channels for tips and updates

Are there video tutorials available? 

Yes! Subscribe to the Charitable YouTube channel for step-by-step tutorials and success stories.

Are in need of support? Have a question? If you are a lite/free user of Charitable, you can reach out to our team on the WordPress.org support forums and our team will respond in a timely fashion. If you have an active license, feel free to reach out us directly for priority support.

Still have questions? We’re here to help!

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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.

New Security

💂‍♂️ New DonationGuard 🛡️ Automatically Protects Your Donations!

Worried about card testing attacks or spam bots flooding your donation forms, but don’t want to ruin the giving experience for your real supporters? Charitable’s DonationGuard features:

🛡️ Real-Time Bot Detection: Actively monitors every donation submission for five distinct attack signals without slowing down your human donors.

📊 Smart Traffic Scoring: Instantly evaluates activity against a learned baseline of your site’s normal donation rhythms to catch sneaky, slow-drip card testing.

🚨 Severity-Tiered Alerts: Immediately opens structured “Attack Records” and notifies you via email and admin alerts the moment a campaign starts taking fire.

🎯 Single-Click Defense: Deploy instant security using the “Recommended Settings” preset to turn on Honeypot, Time Trap, and Rate Limit modules all at once.

🚫 Automated Blocklists: Permanently stop repeat offenders by automatically blocking suspicious email addresses based on your customized rules.

Visit this page to learn more.