Charitable Documentation

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

How to Enable Direct Reply to Thank Your Donors in WordPress 

Do you want to personally thank donors without the hassle of copying and pasting email addresses?

If you run a nonprofit or charity website, you know how frustrating it can be when someone donates and you want to send a quick thank you, but you can’t simply hit “reply” on the notification email.

In this tutorial, we’ll show you exactly how to enable this feature and start building stronger relationships with your donors in just a few clicks.

Don’t have Charitable yet? You’ll need to install it first. The Reply to Donor feature is available in both the free and premium versions.

Step 1: Accessing Charitable Email Settings

First, log into your WordPress admin dashboard.

Once you’re logged in, go to Charitable » Settings page and open the Emails tab.

Set up automated email for pdf receipt

On this page, you’ll see a list of all the different emails Charitable can send. These are divided into two main categories:

Donor Emails (sent to people who donate), for example:

  • Donation Receipt
  • Offline Donation Receipt
  • Password Reset
  • Email Verification

Admin Emails (sent to you and your team), for example:

  • Campaign Ended Notification
  • New Donation Notification
  • New Offline Donation Notification

The “Reply To” feature is available on these 2 admin emails: new donation notification and offline donation notification.

Step 2: Enable Reply to Donor for Online Donations

You can enable the ‘Admin” New Donation Notification” email by clicking on the ‘Enable Email’ button. Once done, a new ‘Email Settings’ button will appear.

Admin new donor notification

Click on “Email Settings” to expand its settings and move on to the next step.

Step 3: Customizing Your Email

Inside the Email Settings page, you’ll see several options:

  1. Email recipient – This should be your email address
  2. Email subject – You can customize this if you want
  3. Reply to Donor – This is the magic toggle we’re looking for!

Find the “Reply to Donor” toggle switch and click it to turn it ON.

Email reply to

When this feature is active, the recipient (admin or you) will be able to reply to a donor’s email and thank them for their contritbution.

Below this, you can customize the email headline and body. A default email is already created for you but you can edit this to your liking.

Note: The headline and email body here is for the donation notification that you will receive in your admin inbox.

Email headline and body

When you’re done, make sure you preview and save your changes. Make sure to send test emails and reply to them in your email client of choice to check if everything is functioning fine.

Save changes to email notification

Note: Charitable does not handle sending emails. It works alongside your email client that is connected to your WordPress site.

Need more help? See our Documentation Library »

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!

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!

recurring donations updated

💳 Introducing Card Updates: Fix Expired Cards Without Losing Subscriptions!

newExpired or updated credit cards are one of the biggest silent leaks in recurring fundraising. With Card Updates in the Recurring Donations extension, donors can now refresh their payment details directly—keeping their subscription, schedule, and giving history completely intact.

No canceled plans, no lost history, and zero administrative headache for your team.

What’s New:

⚡ 30-Second Self-Service: Donors get a dedicated “Update Card” button in their dashboard that opens Stripe’s secure, PCI-compliant Customer Portal to update card details instantly.

🔒 Scoped & Safe Access: Scoped exclusively to card updates by default, donors can’t accidentally cancel or alter their plans from inside the portal, keeping your webhooks and data in sync.

🤝 Admin-Assisted Support: Helping a donor on the phone? Open their secure Stripe portal in one click from your admin screen or generate a single-use update link to email them.

📋 Automatic Audit Trail: Every payment method update is recorded automatically with a timestamp in both system-wide logs and the individual donor’s profile.

Ready to protect your recurring revenue? Get the Plus or Pro plan and update Recurring Donations to 2.3.0+ and enable “Update Payment Method” under your Settings today!

Integration page builder

Divi Fans Rejoice! Native Divi 5 Campaign Progress Bar Module!

With our new native Divi 5 module, you can anchor your microsites with real-time fundraising stats directly on the visual canvas. Here’s how it works, and why it’s worth turning on today.

Create campaign updates that are VISUAL AND LIVE. You can also:

📊 Campaign Progress Bar: Drop a live progress bar into any Divi 5 layout and show goal progress in real time.

🎨 Deep styling controls: Easily customize the bar and track color, height, and radius to match your brand perfectly.

👁️ Visual Builder ready: Configure and preview everything directly on the Divi canvas as a first-class module.

🔁 Identical rendering: The same exact engine powers this module, meaning consistent design without legacy shims.

✅ Faster launches: Never leave the Divi 5 interface to configure shortcodes or guess how your goal labels will look.

Learn more here.