Charitable Documentation

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

Charitable Easy Digital Downloads Connect

Charitable Easy Digital Downloads Connect allows you to raise money for causes using Easy Digital Downloads.

Installation

Installing Charitable Easy Digital Downloads Connect 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.

Creating contribution rules

  1. Go to Charitable Campaigns if you are editing an existing campaign, or Charitable > Add Campaign to create a new campaign.
  2. On the campaign editing page, look for the + Add New Contribution Rule button inside the Donation Options tab. Clicking on that will open up a little form where you can enter how much should be contributed (either as a fixed $ amount or a %), which products it applies to, as well as the start and end date for the rule. The end date can be left blank to have it as an open-ended rule.

    Creating a contribution rule with Charitable Easy Digital Downloads Connect
    Creating a contribution rule with Charitable Easy Digital Downloads Connect
  3. Click Save Draft. 
  4. After the page reloads, scroll down to the Donation Options tab. There will be some new settings there since you create a contribution rule. These basically allow you to add a section at the bottom of the campaign page where people can see the products they can purchase to contribute to the campaign.

Showing the contribution note with download purchase buttons

Product contribution note in Checkout theme
Product contribution note in Checkout theme

An optional setting you can enable is to add a note to download purchase buttons that shows how much will be contributed to fundraising campaigns. This is how you set that up:

  1. Go to Charitable > Settings.
  2. Scroll to the bottom of the settings. You will see an option to decide whether you want to show much each download is contributing to the cause. Tick the box to enable it.
  3. Click Save Changes to update your settings.

If you enable that, it adds a little note below the standard EDD purchase button.

A note about gateways

When Charitable Easy Digital Downloads Connect is activated, all donations / contributions are made through the EDD checkout. Charitable can be used without EDD and has its own gateways to support that, but we disable all those when EDD is running to keep everything part of a single checkout experience.

Creating donations in Test Mode

If you have Easy Digital Downloads set to use Test Mode, donations are not automatically created for payments. Donations are only created for live payments.

If you’d like to have donations created for test payments, you can use the following line of code:

add_filter( 'edd_log_test_payment_stats', '__return_true' );
If you’re unsure how to add this code, the easiest option is to use the Code Snippets plugin and add this as a snippet.

Still have questions? We’re here to help!

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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.