Charitable Documentation

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

Customizing Donation Forms With Code Snippets Using WPCode

Often charitable campaign creators want to customize their donation forms. The most common customization is adding an additional field to the form, such as a text field to enter a specific code or an alternative email address. Other times, it is a checkbox to confirm if the donor would like to be informed of additional services.

It is possible to add custom fields to a donation form, and this can be done through easily modifiable code snippets that can be added to the functions.php file or a dedicated plugin. But for those who are not developers or are not comfortable with code, there is an easier and faster method to add and activate code snippets in Charitable using WPCode.

Prerequisites

Ensure you are using Charitable version 1.8.1.7 or higher.

In This Guide

Installing WPCode

The first step is to install WPCode itself. You can install and activate the free version just like you can with any other WordPress plugin. However, Charitable has an easier built-in process.

Go to “Tools” and then click on the “Code Snippets” tab.

If you have not already installed WPCode, you should see a prompt that will allow you to install and activate the plugin right there.

Activating Code Snippets

Once that is successful, the same tab will be populated with code snippets. Each box on the page contains the title, a brief description, a link to the snippet’s location on WPCode, and an install button.

For example, if you were looking to add a custom text box to a donation form, search for “text box” in the search box and the page will update with results that match that keyword. You can locate an example script and click install, and that script will automatically be copied and added to your WPCode snippet library.

Customizing Code Snippets For Charitable

Often installed code snippets have comments and documentation inside them, so you can customize the snippet. For example, if I wanted a text area for a donor to share how they learned about the campaign, this “Add Textbox To Donation Form” snippet could be modified as shown here:

/**
 * Collect a textarea field in the donation form.
 *
 * This snippet only works in Charitable 1.5 or above.
 *
 */
function wpchar_charitable_register_new_textarea_field() {
    /**
     * Define a new textarea field.
     */
	
	if ( ! class_exists("Charitable_Donation_Field" ) ) {
		return;
	};
		
    $field_1 = new Charitable_Donation_Field( 'textarea_example', array(
        'label' => __( 'How did you learn about this campaign?', 'charitable' ),
        'data_type' => 'user',
        'donation_form' => array(
            'type' => 'textarea',
			'show_after' => 'phone', // adjust to where you want this to show up
                        'required'   => false,
             ),
        'admin_form' => false,
        'show_in_meta' => false,
        'show_in_export' => false,
        'email_tag' => array(
            'description' => __( 'How did you learn...' , 'charitable' ),
        ),
    ) );

    /**
     * Register the textarea fields.
     */
	charitable()->donation_fields()->register_field( $field_1 );

}

add_action( 'init', 'wpchar_charitable_register_new_textarea_field' );

There are many other snippets that go beyond creating a text box on a donation form and extend into customizing your campaigns and donation forms even further. Feel free to explore the library either on WPCode‘s website or in the screen in the Charitable plugin.

Have an idea for a code snippet that doesn’t exist yet? Contact us and we’ll add it!

You may also be interested in WPCode documentation to learn more about how their plugin works and the additional features that you can assign to code snippets, including Charitable code snippets.

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FAQs: Adding Custom Fields to Charitable Donation Forms

What are custom fields and why would I need them? 

Custom fields allow you to collect additional information from donors beyond the standard name, email, and donation amount. Common uses include:

  • Collecting referral codes or promotional codes
  • Adding “In memory of” or dedication fields
  • Gathering feedback on how donors heard about your campaign
  • Including checkboxes for newsletter subscriptions
  • Adding company information for corporate donors

Do I need coding experience to add custom fields? 

No. While custom fields can be added through code, WPCode provides a user-friendly solution that doesn’t require any programming knowledge. You can install pre-built snippets with just a few clicks.

Will adding custom fields affect my donation conversion rates? 

This depends on implementation. Optional fields typically have minimal impact, while too many unnecessary required fields may possibly reduce conversions. We recommend:

  • Making additional fields optional when possible
  • Keeping forms concise and user-friendly
  • Testing different configurations to see what works for your audience

Is WPCode free to use? 

Yes! WPCode offers a free version that includes access to many code snippets. There’s also a premium version with additional features, but the free version is sufficient for most custom field needs.

Will custom fields work with my WordPress theme? 

Custom fields should work with any properly coded WordPress theme. However, you may need to add custom CSS to match your theme’s styling. If you experience display issues, contact our support team.

How do I install WPCode?

  1. Go to Charitable → Tools → Code Snippets
  2. If WPCode isn’t installed, you’ll see an installation prompt
  3. Click the install button to automatically install and activate WPCode
  4. Once activated, you’ll see available code snippets

I don’t see the Code Snippets tab. What’s wrong? 

This usually means:

  • Your Charitable version is outdated (update to 1.8.1.7+)
  • You don’t have admin permissions
  • There’s a plugin conflict (try deactivating other plugins temporarily)

How do I find the right code snippet for my needs? 

Use the search functionality in the Code Snippets tab. Search for terms like:

  • “text field” for additional text inputs
  • “checkbox” for opt-in options
  • “dropdown” for selection menus
  • “textarea” for longer text inputs

Can I modify the code snippets? 

Absolutely! Most snippets include comments and documentation to guide customization. You can change:

  • Field labels and descriptions
  • Field positioning on the form
  • Whether fields are required or optional
  • Field types (text, textarea, dropdown, etc.)

Where do custom field submissions appear? 

Custom field data appears in:

  • Donation details in your WordPress admin
  • Email notifications (if configured)
  • Export reports (if enabled in the snippet settings)

Can I add multiple custom fields to one form? 

Yes! You can install and activate multiple code snippets to add several custom fields to your donation forms.

My custom field isn’t showing on the donation form. What’s wrong? 

Check these common issues:

  • Ensure the code snippet is activated in WPCode
  • Verify your Charitable version meets requirements
  • Clear any caching plugins
  • Check if the field is set to display in the correct location

The field appears but looks strange or doesn’t match my theme. 

This is usually a styling issue. You may need to add custom CSS. Contact our support team for assistance with theme-specific styling.

Can I remove a custom field after adding it? 

Yes! Simply deactivate or delete the code snippet in WPCode. Note that data from previously submitted forms will remain in your database.

I activated a snippet but it’s causing errors on my site. 

Immediately deactivate the snippet in WPCode. This usually resolves the issue. If problems persist:

  • Check for plugin conflicts
  • Ensure your WordPress and Charitable versions are up to date
  • Contact support with specific error messages

Where can I learn more about WPCode? 

Visit the WPCode documentation to explore advanced features like snippet scheduling, device targeting, and conditional logic.

Are there video tutorials available? 

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

Need 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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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!