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
  • Community: Join 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!

Last Modified:

What's New In Charitable

View The Latest Updates
🔔 Subscribe to get our latest updates
📧 Subscribe to Emails

Email Subscription

Join our Newsletter

We won’t spam you. We only send an email when we think it will genuinely help you. Unsubscribe at any time!

Feature New

🎟️ Introducing Charitable Events: Sell Tickets Inside Your Campaigns!

Most nonprofits sell event tickets in one tool and collect donations in another, which leaves two sets of reports and a manual match at the end of the year. Charitable Events brings both together, selling tickets through the same donation forms and payment gateways you already run in Charitable. Why this is important:

  • 🎟️ Every ticket is a donation: Ticket sales run through the gateway you already use and count toward the campaign goal, with everything managed under Charitable » Events.
  • 📱 QR check-in from any phone: Each attendee gets their own QR code on the receipt, and volunteers scan at the door through a check-in link that needs no WordPress account.
  • 🧾 Receipts ready for tax time: Give each ticket type a fair market value, and Charitable puts the correct tax-deductible amount on every donor receipt.
  • 📋 Attendee details at checkout: Ask every guest for a meal choice, shirt size, or access needs, with a separate attendee record created for each ticket.
  • 🗓️ Blocks and calendars included: Three editor blocks plus Sugar Calendar and The Events Calendar support put your events where supporters already look.

Check out our announcement here.

ai New

🚀 Unleash AI Power in Charitable!

Your AI assistant can now build, edit, and manage your Charitable fundraising campaigns directly — just by asking. With Charitable Pro adding write support for the WordPress Abilities API, tools like ChatGPT, Claude, and Cursor can handle full administrative actions safely through MCP. Why this is important:

  • 🤖 Campaign creation in plain language: Prompt your assistant with a goal like “Set up a fundraiser for the shelter with a $5,000 goal”, and it builds a real draft campaign complete with suggested donation tiers.
  • 🎨 Instant donation form tweaks: Add custom fields, change button colors, or reorder elements without diving into form settings.
  • 📝 Offline gift logging: Tell your assistant about cash or check gifts, and it will match donor emails and record transactions into your history.
  • 🛡️ Safety and control by default: Write access stays strictly off until turned on in Charitable » Tools » AI MCP, keeping read-only reporting safe by default.
  • 📜 Full audit logging: Every change made by an AI assistant is tracked under Charitable » Tools » Logs, so you always know who (or what) updated your site.

Check out our announcement here.

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!