Documentación de Charitable

Aprende a sacar el máximo partido a Charitable con instrucciones claras y paso a paso.

WPBakery + Charitable Integration

Charitable Pro includes native integration with WPBakery Page Builder (formerly Visual Composer), allowing you to easily add donation forms, campaign displays, and donation buttons to your pages using WPBakery’s visual editor.

All Charitable elements are located in the “Charitable” category when adding elements in WPBakery. Simply click the “+” button in WPBakery, navigate to the Charitable category, and select the element you need.

Quick Reference

Element NamePropósitoKey SettingsBest Use Case
Charitable CampaignDisplay a single campaign with all its detailsCampaign selectionCampaign detail pages, featured campaign sections
Charitable Donation FormDisplay a complete donation form for a campaignCampaign selectionDedicated donation pages, campaign pages
Charitable Donate ButtonDisplay a button or link to the donation pageCampaign, Button text, Button type, New tab optionCall-to-action sections, sidebar widgets, banners
Charitable CampaignsDisplay a grid or list of multiple campaignsNumber, Columns, Order, Filters, Display optionsCampaign listing pages, homepage sections

The Four Elements

1. Charitable Campaign

What it does: Displays a single campaign with all its information, including campaign description, progress bar, donation form (if enabled), and campaign details.

When to use it: Use this element when you want to showcase a specific campaign on a page. Perfect for campaign detail pages, featured campaign sections, or highlighting a particular fundraising effort.

Settings & Options:

Campaign – Select which campaign to display from the dropdown menu. Only published campaigns are available.

Customization Options:

  • Extra class name: Add custom CSS classes for styling
  • Element ID: Assign a unique ID for CSS targeting or JavaScript
  • CSS box (Design Options): Use WPBakery’s built-in CSS editor for custom styling

Note: This element displays the full campaign template, which includes all campaign information configured in your campaign settings.

2. Charitable Donation Form

What it does: Displays a complete donation form for a specific campaign. Supports both visual forms (new form builder) and legacy forms.

When to use it: Use this element when you want to embed a donation form directly on a page. Ideal for dedicated donation pages, campaign pages, or any page where you want to accept donations.

Settings & Options:

Campaign – Select which campaign’s donation form to display. The form will be configured based on the campaign’s form settings.

Form Types Supported:

  • Visual Forms: Modern form builder with drag-and-drop field configuration
  • Legacy Forms: Traditional form layout (if visual form is not enabled)

Preview Behavior:

  • Forms are displayed as read-only previews in the WPBakery editor for security and performance
  • Multi-step forms show only the first step in preview
  • Payment method selection is not shown in preview (placeholder message displayed)
  • Full functionality is available on the frontend when visitors view the page

Customization Options:

  • Extra class name: Add custom CSS classes for form styling
  • Element ID: Assign a unique ID for CSS targeting or JavaScript
  • CSS box (Design Options): Use WPBakery’s built-in CSS editor for custom styling

Important: The form preview in WPBakery is read-only and may not show all fields. Always test the actual donation process on the frontend to ensure everything works correctly.

3. Charitable Donate Button

What it does: Creates a button or link that directs visitors to a campaign’s donation page.

When to use it: Use this element for call-to-action buttons, sidebar widgets, banners, or anywhere you want a simple way to direct visitors to donate. Perfect when you don’t need the full form on the page.

Settings & Options:

Campaign – Select which campaign the button should link to.

Button Text – Customize the text displayed on the button. Default: “Donate”

Button Type – Choose how the button appears:

  • Button – Styled button with background and padding
  • Link – Text link with underline (no button styling)

Default: Button

Open in New Tab – Check this box to open the donation page in a new browser tab when clicked.

Customization Options:

  • Extra class name: Add custom CSS classes for button styling
  • Element ID: Assign a unique ID for CSS targeting or JavaScript
  • CSS box (Design Options): Use WPBakery’s built-in CSS editor for custom styling

Tip: Use the “Link” button type for a more subtle call-to-action, or “Button” type for a prominent, eye-catching donation prompt.

4. Charitable Campaigns

What it does: Displays a grid or list of multiple campaigns with filtering, sorting, and display options.

When to use it: Use this element for campaign listing pages, homepage sections showcasing multiple campaigns, or any page where you want to display several fundraising campaigns at once.

Settings & Options:

Basic Settings:

Number of Campaigns – How many campaigns to display. Default: Your site’s posts per page setting

Columns – Number of columns in the grid layout (1, 2, 3, or 4). Default: 2

Order By – How to sort campaigns:

  • Date – Most recently created first
  • Popularity – Most donations first
  • Ending Soon – Campaigns ending soonest first
  • Title – Alphabetical by campaign name
  • Random – Random order
  • Amount Raised – Highest amount raised first

Default: Date

Order – Sort direction (Ascending or Descending). Default: Descending

Filtering Options:

Categories – Filter by campaign category slugs. Enter comma-separated category slugs (e.g., “education,healthcare”).

Exclude Campaigns – Hide specific campaigns by ID. Enter comma-separated campaign IDs (e.g., “12,34,56”).

Include Inactive Campaigns – Check to include ended or inactive campaigns in the list.

Tags – Filter by campaign tag slugs. Enter comma-separated tag slugs (e.g., “urgent,featured”).

Parent Campaigns – Show only child campaigns of specified parent campaign IDs. Enter comma-separated parent campaign IDs (e.g., “12,34”).

Parent Only – Check to show only top-level campaigns (campaigns with no parent).

Display Options:

Button Type – What appears on each campaign card:

  • Donate Button – “Donate” button on each card
  • Read More Link – “Read More” link on each card
  • No Button – No button or link (just the campaign information)

Default: Donate Button

Description Limit – Maximum characters for campaign description (0-500). Default: 100

Responsive Grid – Enable responsive grid layout that adapts to screen size. Default: Enabled

Masonry Layout – Enable masonry (Pinterest-style) grid layout where items are arranged to fill gaps.

Customization Options:

  • Extra class name: Add custom CSS classes for grid styling
  • Element ID: Assign a unique ID for CSS targeting or JavaScript
  • CSS box (Design Options): Use WPBakery’s built-in CSS editor for custom styling

Tip: Combine filtering options to create custom campaign displays. For example, show only “featured” campaigns from the “education” category, sorted by amount raised.

Common Features (All Elements)

All four Charitable elements share these common customization options:

Styling Parameters

Extra class name (el_class)

Add one or more custom CSS classes to the element. Separate multiple classes with spaces. This allows you to target the element with custom CSS in your theme or via the Customizer.

Example: my-custom-campaign custom-border

Element ID (el_id)

Assign a unique HTML ID attribute to the element. This is useful for:

  • CSS targeting with #your-id
  • JavaScript interactions
  • Anchor links (jumping to a section on the page)

Important: IDs must be unique on the page. Don’t use the same ID for multiple elements.

CSS box (Design Options)

WPBakery’s built-in CSS editor that allows you to add custom CSS directly to the element. You can style:

  • Margins and padding
  • Borders and backgrounds
  • Typography
  • Responsive breakpoints

This CSS is scoped to the specific element, so it won’t affect other elements on the page.

Feedback Tab

All Charitable elements include a “Feedback” tab in their settings panel. This tab contains a feedback form where you can share:

  • Suggestions for new features
  • Ideas for additional WPBakery elements
  • Bug reports or issues you’ve encountered
  • General feedback about the integration

Your feedback helps us improve the WPBakery integration and prioritize new features. All feedback is reviewed by our development team.

Note: The feedback form opens in a new tab, so you won’t lose your work in the WPBakery editor.

Developer Notes

Technical Details

  • All Charitable elements use standard WPBakery shortcodes that can be customized programmatically
  • Elements can be styled using standard WordPress CSS methods (theme stylesheets, Customizer, or inline CSS via Design Options)
  • The integration respects WPBakery’s preview mode limitations for performance and security
  • All elements are fully responsive and work with WPBakery’s responsive design features

Shortcode Equivalents

Each WPBakery element corresponds to a Charitable shortcode:

  • Charitable Campaign[campaign id="123"]
  • Charitable Donation Form[charitable_donation_form campaign_id="123"]
  • Charitable Donate Button[charitable_donate_button campaign="123"]
  • Charitable Campaigns[campaigns number="6" columns="2"]

You can use these shortcodes directly in your content if you prefer, or customize them programmatically in your theme’s PHP files.

Customization via CSS

All elements can be customized using CSS. Here are some common customization approaches:

  1. Extra Class Name: Add a class, then target it in your theme’s stylesheet
  2. Design Options: Use WPBakery’s CSS box for element-specific styling
  3. Theme Stylesheet: Target Charitable’s default classes (e.g., .charitable-campaign, .charitable-donation-form)
  4. Child Theme: Override Charitable templates if you need more extensive customization

Known Limitations

Preview Mode Limitations

For security and performance reasons, some features work differently in WPBakery’s preview mode compared to the frontend:

  • Donation Forms: Forms are displayed as read-only previews in the editor. Visitors can interact with forms normally on the frontend.
  • Multi-Step Forms: Only the first step is shown in preview. All steps are available on the frontend.
  • Payment Methods: Payment gateway selection is not shown in preview (a placeholder message is displayed). Full payment options appear on the frontend.
  • Form Interactions: Form fields cannot be filled out or submitted in preview mode. This is intentional for security.

Important: Always test donation forms on the frontend to ensure the complete donation process works correctly.

Performance Considerations

  • Campaign lists are limited to 6 campaigns in WPBakery preview for performance
  • Pagination is disabled in preview mode
  • Some JavaScript features may be disabled in preview to prevent conflicts with WPBakery’s editor

Solución de problemas

Elements Not Showing in WPBakery

  • Check WPBakery Version: Ensure you’re running WPBakery 6.0 or higher. Older versions are not supported.
  • Check Charitable Pro Version: Ensure you’re running Charitable Pro 1.8.10.5 or higher.
  • Clear Cache: Clear any caching plugins and browser cache, then refresh the WPBakery editor.
  • Check Category: Look for the “Charitable” category in the element picker (not “Content” or other categories).

Form Preview Not Working

  • Check Campaign Settings: Ensure the selected campaign has a donation form enabled in its settings.
  • Check Form Type: Verify whether the campaign uses a visual form or legacy form in the campaign editor.
  • Preview Limitations: Remember that forms are read-only in preview. Test on the frontend for full functionality.

Styling Not Applying

  • Check CSS Specificity: Your custom CSS may need higher specificity to override default styles.
  • Use Design Options: Try using WPBakery’s CSS box (Design Options) for element-specific styling.
  • Clear Cache: Clear browser and WordPress cache to see style changes.
  • Check Theme Conflicts: Some themes may override Charitable styles. Use browser developer tools to inspect elements.

Campaigns Not Displaying

  • Check Filters: Review your filtering options (categories, tags, exclude lists) – they may be too restrictive.
  • Check Campaign Status: Ensure campaigns are published. Unpublished campaigns won’t appear unless “Include Inactive” is checked.
  • Check Number Setting: Verify the “Number of Campaigns” setting isn’t set to 0.

Feedback & Suggestions

We’re constantly working to improve the WPBakery integration based on user feedback. Your input helps us prioritize new features and enhancements.

How to Submit Feedback

You can submit feedback in two ways:

  1. Via Element Settings: Open any Charitable element in WPBakery, click the “Feedback” tab, and use the feedback form.
  2. Via Support: Contact our support team with your suggestions or feature requests.

What We’re Looking For

We’d love to hear your ideas for:

  • New Elements: What additional Charitable elements would be useful in WPBakery?
  • Feature Enhancements: How can we improve existing elements?
  • Display Options: What new display or layout options would you find helpful?
  • Integration Improvements: What would make the integration easier to use?
  • Workflow Improvements: How can we streamline your workflow when building donation pages?

Future Expansion Plans

Based on user feedback, we’re considering adding:

  • Additional campaign display layouts
  • More filtering and sorting options
  • Custom template options
  • Integration with WPBakery’s advanced features

Have a suggestion? We want to hear it! Use the Feedback tab in any Charitable element or contact our support team.

Thank You!

Thank you for using Charitable Pro with WPBakery Page Builder. Your feedback and suggestions help us create better tools for fundraising and making a difference in the world.

Support & Resources

¿Todavía tienes preguntas? ¡Estamos aquí para ayudarte!

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GiveWP Migraciones Nuevo

Servicio de Migración "White Glove" para GiveWP

¿Estás pensando en cambiar tu plataforma de recaudación de fondos de GiveWP a Charitable, pero no quieres arriesgarte a perder tus datos ni a encargarte tú mismo de una configuración técnica compleja? El Servicio de Migración "White Glove" de Charitable incluye:

👥 Mapeo impecable de donantes: Transfiere de forma segura toda tu base de datos de colaboradores sin pérdida de datos.

📊 Historial financiero completo: Conserva meticulosamente cada transacción histórica para una presentación de informes continua y precisa.

🔄 Donaciones recurrentes sin interrupciones: Transfiere de forma segura las suscripciones activas sin interrumpir tus ingresos ni requerir que tus donantes actualicen su información.

💳 Cero interrupciones en la pasarela de pago: Sigue usando Stripe, PayPal o cualquier otro procesador compatible con GiveWP que ya te guste.

🚀 Configuración técnica experta: Relájate mientras nuestro equipo se encarga de la instalación y configuración de tus formularios. Además, los usuarios que cumplan los requisitos obtendrán un año completo de Charitable Pro gratis.

Visita esta página para obtener más información.

automatización Mejora

📢 Alerta de nueva función: ¡Automation Connect 2.0 ya está aquí! 🚀

¿Estás pensando en conectar tus datos de recaudación de fondos con herramientas como Mailchimp, Slack o Google Sheets, pero no quieres contratar a un desarrollador ni escribir código personalizado? El nuevo complemento de automatización de Charitable incluye:

⚡ 17 disparadores de eventos: Activa instantáneamente webhooks para el primer donativo de un donante, pagos de renovación o hitos de campaña alcanzados.

🎯 Lógica condicional inteligente: Utiliza una potente lógica AND/OR en 11 campos para enviar datos solo cuando cumplan tus criterios exactos, como las suscripciones al boletín.

📊 Control de carga útil personalizado: Selecciona entre más de 80 campos de datos limpios de metadatos de donantes, donaciones y campañas para que tus aplicaciones obtengan exactamente lo que necesitan.

🚀 Plantillas de plataforma preconstruidas: Evita la configuración desde cero con plantillas listas para usar para Zapier, Make.com, n8n, HubSpot y Slack.

🛡️ Herramientas de desarrollador fiables: Potencia tus flujos de trabajo con cargas útiles firmadas HMAC-SHA256, filtros completos de WordPress y registros de reintentos automáticos.

automatización Mejora

🔌 Charitable se une a Zapier: Conecta con más de 7000 aplicaciones y automatiza tu recaudación de fondos

¿Cansado de copiar manualmente los datos de las donaciones en hojas de contabilidad o de rastrear las nuevas suscripciones de donantes? Pon tus tareas administrativas en piloto automático. Charitable ya está oficialmente en Zapier, lo que te proporciona una forma potente y sin código para conectar tu recaudación de fondos directamente con el resto de tus herramientas favoritas.

Cada donación, suscripción de donante e hito de campaña ahora puede activar un flujo de trabajo automatizado sin problemas.

Novedades:

♾️ Conecta con más de 7000 aplicaciones: Une tus campañas de Charitable con software cotidiano como Google Sheets, QuickBooks, Slack, Mailchimp, HubSpot, Notion, Airtable y miles más.

⚡ 12 potentes disparadores: Crea flujos de trabajo profundos utilizando disparadores de automatización inteligentes que cubren todo el ciclo de vida de la donación, incluyendo Nueva Donación, Nuevo Donante, Suscripción Cancelada y Objetivo de Campaña Alcanzado.

📋 Plantillas de acciones preconstruidas: Empieza en tres minutos o menos con nuestras combinaciones de plantillas prefabricadas, como registrar automáticamente nuevas donaciones directamente en una Hoja de Cálculo de Google o enviar correos electrónicos personalizados de bienvenida a donantes a través de Gmail.

🚫 No se necesita código: No se requieren webhooks complejos ni scripts PHP personalizados. Simplemente elige tu disparador, selecciona tu aplicación, mapea tus campos y deja que Zapier se encargue del trabajo pesado.

¿Listo para ahorrar horas de tiempo administrativo? ¡Consigue Charitable Pro con el complemento Automation Connect hoy mismo y lanza tu primer Zap!

Mejora Pagos

🚀 Presentamos PayPal Commerce: Una conexión, seis formas de donar

Los donantes esperan opciones de pago modernas y flexibles cuando apoyan una causa. Si no ven su método preferido en su formulario de donación, a menudo desaparecen sin decir nada. Con PayPal Commerce, estamos brindando una experiencia de pago completamente modernizada directamente a sus campañas.

Disfrute de una única integración que mejora sus formularios, hace que las donaciones sean fluidas y le ayuda a capturar cada donación.

Novedades:

🔌 Conexión con un clic: omita las complicadas claves API y los documentos para desarrolladores. Simplemente haga clic en "Conectar con PayPal", inicie sesión en su cuenta comercial y su formulario moderno estará activo en menos de cinco minutos.

💳 Seis formas de donar: brinde a sus seguidores acceso instantáneo al saldo de PayPal, Venmo (EE. UU.), financiación "Paga más tarde", las principales tarjetas de crédito/débito, Apple Pay (Safari) y Google Pay (Chrome), todo desde el mismo formulario.

🔄 Donaciones recurrentes flexibles: admite completamente las donaciones mensuales. Elija entre la API de suscripciones de PayPal (gestionada automáticamente por PayPal) o Vault + Cron (gestionada de forma segura en su sitio).

💬 Recuperación de errores amigable: no más alertas confusas del navegador. Si se rechaza un pago, los donantes ven mensajes sencillos y en línea que los guían sobre cómo solucionar el problema y completar su donación.

¿Listo para PayPal, modernizado? Actualice a Charitable Pro 1.8.15+ (o Charitable Lite 1.8.11+) y conecte su cuenta hoy mismo.

Campañas Nuevo

⏳ Cuenta atrás de la campaña: genere urgencia y aumente las donaciones

¡La urgencia es una de las herramientas más poderosas en la recaudación de fondos! Conozca Campaign Countdown, un temporizador en vivo y en tiempo real diseñado para convertir la procrastinación en generosidad inmediata.

animación de cuenta atrás de campaña

Novedades:

⏱️ Urgencia en vivo y en tiempo real: rastree bellamente días, horas, minutos y segundos hasta la fecha límite de su campaña con cuentas atrás visuales que se actualizan en vivo.

🎨 Adaptado a su estilo: elija entre mosaicos con borde "Boxed" o una pantalla "Inline" limpia y de una sola línea. Adapte su tema al instante con controles de fuente y color profundo.

🛠️ Colóquelo en cualquier lugar: inserte la cuenta atrás donde desee utilizando el campo Campaign Builder, un bloque Gutenberg dedicado o un simple shortcode.

🚨 Acciones inteligentes de caducidad: control total sobre el estado final: elija reemplazar automáticamente el temporizador con un mensaje personalizado, congelarlo en cero y más.