Charitable Documentation

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

How To Use Advanced Email Validation

Fake or spam email addresses can cause problems in your donation campaign. They waste your time and make it harder to see real donors. Our Advanced Email Validation feature helps stop these fake emails before they get to your form.

With this feature, you can block certain email domains, parts of domain names, or specific words in email addresses.

This guide will show you how to set up and use Advanced Email Validation to keep your donations clean and your campaign running smoothly.

Enable Email Validation

To turn on Advanced Email Validation in Charitable, start by logging into your WordPress dashboard and head to the Charitable » Settings » Security tab.

Charitable security settings

Scroll down and you’ll see the option for Advanced Email Validation—just toggle it on to activate this feature.

Enable email validation

Don’t forget to scroll down and hit the Save Changes button to apply your settings.

Once turned on, Charitable will begin checking donor emails against your blocklist rules automatically, helping keep fake and spammy emails out of your donation campaigns. This setup is quick and doesn’t require coding, so you can protect your campaign effortlessly.

Now let’s explore the settings options available with this feature.

Blocked Domains

To block domains in Charitable, you head over to the Advanced Email Validation settings where you can add the exact domains you want to block. This means if you spot spam or fake emails coming from a particular domain, you can add that domain to the blocklist so any email address with that domain won’t be accepted in your donations.

Blocked domains

For example, if you type in “spamdomain.com” as a blocked domain, Charitable automatically rejects emails like [email protected] or [email protected] when users try to donate. This helps keep spammy or fake entries out and keeps your donor list clean.

You simply enter the domains you want to block, save your settings, and the system takes care of the rest.

Email Patterns

With email pattern blocking in Charitable, you can stop fake or spam emails that follow a certain pattern, not just specific domains.

For example, you might want to block all emails that are coming from test email accounts or start with a specific word. For example you can block the word “spam”, so [email protected] and all other email addresses that includes the word “spam” will be blocked.

This works by letting you add partial patterns or keywords that Charitable will look for anywhere in the email address. If the email matches the pattern, it will be blocked.

Email patterns

You can use wildcards (like an asterisk ) to create flexible patterns. For instance, entering “spammer” blocks any email starting with “spammer”, while “*@example.com” blocks every email from the example.com domain.

This feature is useful for catching creative spam attempts that try to bypass simple domain blocking. By setting up patterns, you take control of what emails get through, reducing fake donations and improving your campaign’s quality.

Partial Domain Matching

Partial Domain Matching lets you block emails that contain part of a domain name instead of needing the full exact domain.

For example, if you add “spamdomain” to the blocklist, Charitable will block emails from [email protected], [email protected], [email protected], and [email protected] all at once.

This helps you quickly block entire groups of related spammy domains without listing every one individually.

Partial domain matching

Case Sensitive Matching

Case Sensitive Matching is a setting that lets you decide if your blocked domains and patterns should consider letter case differences. If you turn it on, “SpamDomain.com” is treated differently from “spamdomain.com.”

If off, both are blocked the same way regardless of capitalization. This gives you more control depending on how precise you want your blocking to be.

Together, these options give you flexible control over which email addresses are blocked to keep your donation campaigns clean.

Custom Error Message

When you set up email validation in Charitable, you can add a custom error message that donors will see if their email address is blocked. This message helps explain why their donation didn’t go through and guides them on what to do next.

A clear, polite custom message might say something like:
“Your donation could not be processed because the email address you entered is not allowed. Please use a different email address.”

Custom error message in email validation

This message keeps things professional and informative, reducing donor confusion and support tickets. You can craft your own message in Charitable’s settings under Advanced Email Validation, so it fits your organization’s tone and style perfectly.

After you finish setting up your blocked domains, email patterns, and any other options like partial domain matching or case sensitivity, make sure to save your changes.

Scroll to the bottom of the Security settings page in Charitable and click the Save Changes button.

This ensures all your email validation rules are applied immediately to your donation forms.

Without saving, your changes won’t take effect, and spam or fake emails could still get through. Always double-check for a confirmation message after saving to be sure your settings are active.

Still have questions? We’re here to help!

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GiveWP Migrations New

White Glove Migration Service for GiveWP

Thinking about switching your fundraising platform from GiveWP to Charitable, but don’t want to risk losing your data or handle a complex technical setup yourself? Charitable’s White Glove Migration Service features:

👥 Flawless Donor Mapping: Safely transfer your entire supporter database with zero data loss.

📊 Complete Financial History: Meticulously preserve every historical transaction for continuous, accurate reporting.

🔄 Seamless Recurring Giving: Safely transfer active sustaining subscriptions without disrupting your incoming revenue or requiring your donors to update their information.

💳 Zero Gateway Disruptions: Keep using Stripe, PayPal, or any other GiveWP-compatible processor you already love.

🚀 Expert Technical Setup: Relax while our team handles the heavy lifting to install and configure your forms—plus, qualifying users get a full year of Charitable Pro completely free.

Visit this page to learn more.

automation Improvement

📢 New Feature Alert: Automation Connect 2.0 Is Here! 🚀

Thinking about connecting your fundraising data to tools like Mailchimp, Slack, or Google Sheets, but don’t want to hire a developer or write custom code? Charitalbe’s new automation addon has:

⚡ 17 Event Triggers: Instantly fire webhooks for a donor’s first gift, renewal payments, or reached campaign milestones.

🎯 Smart Conditional Logic: Use powerful AND/OR logic across 11 fields to only send data when it meets your exact criteria, like newsletter opt-ins.

📊 Custom Payload Control: Select from 80+ clean data fields across donor, donation, and campaign metadata so your apps get exactly what they need.

🚀 Pre-Built Platform Templates: Skip the setup from scratch with ready-to-go templates for Zapier, Make.com, n8n, HubSpot, and Slack.

🛡️ Reliable Developer Tools: Power your workflows with signed HMAC-SHA256 payloads, complete WordPress filters, and automatic retry logs.

automation Improvement

🔌 Charitable Meets Zapier: Connect to 7,000+ Apps and Automate Your Fundraising

Tired of manually copying donation data into accounting sheets or tracking down new donor signups? Put your administrative tasks on autopilot. Charitable is now officially on Zapier, giving you a powerful, no-code way to plug your fundraising directly into the rest of your favorite tools.

Every donation, donor signup, and campaign milestone can now trigger an automated workflow seamlessly.

What’s New:

♾️ Connect to 7,000+ Apps: Bridge your Charitable campaigns with everyday software like Google Sheets, QuickBooks, Slack, Mailchimp, HubSpot, Notion, Airtable, and thousands more.

⚡ 12 Powerful Triggers: Build deep workflows using smart automation triggers covering the entire donation lifecycle—including New Donation, New Donor, Subscription Cancelled, and Campaign Goal Reached.

📋 Pre-Built Action Templates: Get started in three minutes or less with our pre-made template combinations, like automatically logging new donations straight into a Google Sheet or firing custom donor welcome emails through Gmail.

🚫 Zero Code Needed: No complex webhooks or custom PHP scripts required. Just pick your trigger, choose your app, map your fields, and let Zapier handle the heavy lifting.

Ready to save hours of admin time? Grab Charitable Pro with the Automation Connect addon today and launch your first Zap!

Improvement Payments

🚀 Introducing PayPal Commerce: One Connection, Six Ways to Donate

Donors expect modern, flexible payment options when they support a cause. If they don’t see their preferred method on your donation form, they often disappear without a word. With PayPal Commerce, we are bringing a completely modernized checkout experience right to your campaigns.

Enjoy a single integration that upgrades your forms, makes giving seamless, and helps you capture every single donation.

What’s New:

🔌 One-Click Connection: Skip messy API keys and developer docs. Simply click “Connect with PayPal,” sign in to your business account, and your modern form is live in under five minutes.

💳 Six Ways to Give: Give your supporters instant access to PayPal balance, Venmo (US), Pay Later financing, major credit/debit cards, Apple Pay (Safari), and Google Pay (Chrome) all from the exact same form.

🔄 Flexible Recurring Giving: Fully supports monthly giving. Choose between the PayPal Subscriptions API (handled automatically on PayPal’s end) or Vault + Cron (handled securely right on your site).

💬 Friendly Error Recovery: No more confusing browser alerts. If a payment is declined, donors see plain-language, inline messages that guide them on how to fix the issue and complete their gift.

Ready for PayPal, modernized? Update to Charitable Pro 1.8.15+ (or Charitable Lite 1.8.11+) and connect your account today!

Campaigns New

⏳ Campaign Countdown: Drive Urgency and Lift Donations

Urgency is one of the most powerful tools in fundraising! Meet Campaign Countdown—a live, real-time timer built to turn procrastination into immediate generosity.

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What’s New:

⏱️ Live, Real-Time Urgency: Beautifully track days, hours, minutes, and seconds down to your campaign’s deadline w/ live-updating visual countdowns.

🎨 Tailored to Your Look: Choose between Boxed bordered tiles or a clean, single-line Inline display. Match your theme instantly with font and deep color controls.

🛠️ Place it Anywhere: Drop the countdown anywhere you like using the Campaign Builder field, a dedicated Gutenberg block, or a simple shortcode.

🚨 Smart Expiry Actions: Total control over the end state—choose to automatically replace the timer with a custom message, freeze it at zero, and more.