Charitable Documentation

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

Charitable Authorize.Net

Installing Charitable Authorize.Net is the same as installing any other Charitable extension. If you’re not sure how to do that, we recommend first reading our guide to installing Charitable extensions.

Getting Started

After the extension is installed, you will need to add your license keys. We assume that you already have an Authorize.Net account activated.

  1. Go to Charitable > Settings.
  2. Click on the Payment Gateways tab.
  3. You will see Authorize.Net listed as one of the gateway options. Click Enable Gateway to activate it.
  4. After the page reloads, you will see a new button called Gateway Settings. Click this.
  5. On the following page, you can add your license keys, as well as setting the gateway label (this is what donors will see when choosing their payment method). If you are not sure where to find your Authorize.Net keys, see the section below.
  6. When you have finished adding your settings, click Save Changes.

Finding Your Authorize.Net Keys

If you want to test out Authorize.Net in test mode, you will need to create a sandbox account on Authorize.Net and add the login ID, transaction key and signature key for the sandbox account in the Charitable settings.

To access your API Login ID, Transaction Key and Signature Key, login to your Authorize.Net account at https://account.authorize.net/ and click Account > API Login ID and Transaction Key in the Merchant Interface.

  • API Login ID: You will see your API Login ID printed in the top section.
  • Transaction Key: Under “Create New Key(s)”, select “New Transaction Key” and click on Submit. Your Transaction Key will be displayed on the next screen.
  • Signature Key: Under “Create New Key(s)”, select “New Signature Key” and click on Submit. Your Signature Key will be displayed on the next screen.

Enable E-check Payments

To get started with E-check payments, you will need to add support for it in your Authorize.Net account:

  1. Log into your Authorize.Net dashboard.
  2. Under “Products & Services”, click on eCheck.Net.
  3. On the next page, fill out the application form for eCheck.Net and submit the application. The application will then go through an approval process.

Once you have E-check enabled in your Authorize.Net account, you can turn it on for your Charitable donation forms from the Charitable Authorize.Net settings page.

Sync Required Fields

In your Authorize.Net account you can configure which fields are required in your donation form. You may choose to make different fields required for internal purposes or to reduce fraudulent donations. This can be set in your Authorize.Net account by going to Account > Payment Form > Form Fields.

After setting your required fields, use the Sync Required Fields button in your Charitable Authorize.Net settings to sync this across to your Charitable donation forms. This will ensure that any fields which you have marked as required in your Authorize.Net account will also be required in your Charitable donation form.

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New Payments

⚡ Unlock India-Based Donations: Meet Charitable’s Native Razorpay Integration

Trying to collect donations in India? Charitable’s native Razorpay integration features:

⚡ Instant UPI Integration: Accept fast, local donations directly inside your form via apps like PhonePe, Google Pay, Paytm, and BHIM without sending donors away from your site.

📲 Auto-Generated Campaign QRs: Instantly render scannable QR codes encoding a UPI deep link directly on your public campaign pages and sidebars for an effortless “scan-to-give” experience.

💰 Dual Local & Global Reach: Headline your campaigns in INR while seamlessly accepting major international currencies like USD, EUR, GBP, and CAD to maximize global support.

🔁 Seamless Recurring Giving: Fully integrates with the Charitable Recurring addon to manage automatic monthly subscriptions directly through Razorpay without extra code.

↩️ Automatic Two-Way Sync: Keep your books perfectly clean with two-way refund syncing—issue a refund inside WordPress or your Razorpay dashboard and both sides update automatically.

🔒 Webhook-Verified Security: Automatically protect your donation records using HMAC-signed webhook verification to ensure every status update represents real money cleared on the rails.

Visit this page to learn more.

Integration New

🎉 New Built-in PushEngage Integration

Struggling with falling email open rates and rising ad costs just to keep your supporters engaged? Charitable’s built-in PushEngage integration features:

🔔 Zero-Fee Direct Messaging: Deliver crisp, instant pop-up notifications straight to your donors’ desktops and mobile devices.

⏱️ Four Smart Automated Triggers: Automatically send updates for immediate donation thank yous, full-list campaign launches, urgent “ending soon” alerts, and goal milestone celebrations.

📈 Group Momentum Broadcasts: Turn private milestones into public wins by automatically broadcasting alerts to your entire subscriber list the moment a campaign hits 50%, 75%, or 100% of its goal.

📊 Automatic Analytics Tracking: Monitor exactly where your incoming notification traffic is coming from with built-in attribution that requires zero complex configuration.

Visit this page to learn more.

New Security

💂‍♂️ New DonationGuard 🛡️ Automatically Protects Your Donations!

Worried about card testing attacks or spam bots flooding your donation forms, but don’t want to ruin the giving experience for your real supporters? Charitable’s DonationGuard features:

🛡️ Real-Time Bot Detection: Actively monitors every donation submission for five distinct attack signals without slowing down your human donors.

📊 Smart Traffic Scoring: Instantly evaluates activity against a learned baseline of your site’s normal donation rhythms to catch sneaky, slow-drip card testing.

🚨 Severity-Tiered Alerts: Immediately opens structured “Attack Records” and notifies you via email and admin alerts the moment a campaign starts taking fire.

🎯 Single-Click Defense: Deploy instant security using the “Recommended Settings” preset to turn on Honeypot, Time Trap, and Rate Limit modules all at once.

🚫 Automated Blocklists: Permanently stop repeat offenders by automatically blocking suspicious email addresses based on your customized rules.

Visit this page to learn more.

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.