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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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

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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

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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

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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.

Integration page builder

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Create fundraising pages that are VISUAL, NATIVE, AND SHORTCODE-FREE. You can also:

⚡ Mini Donation: Add a compact, high-converting donation widget with preset amounts and full color control.

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📣 Donation Feed: Prove momentum by showing visitors the social proof of real people giving right now.

🏆 Donor Leaderboard: Celebrate top supporters with gold, silver, and bronze styling to spark friendly giving.

🖼️ Campaign Showcase: Feature multiple campaigns in a landing page grid or carousel, with search, filters, and badges.

Learn more here.