Charitable Documentation

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

How to Add a Custom Donation Field

Adding custom fields to your Charitable donation forms allows you to collect additional information from donors beyond the standard fields. Whether you need to gather referral codes, dedication messages, or specific donor details, you can easily add these fields using code snippets.

This guide will show you how to add custom fields in your donation forms.

In This Guide

Quick Start Example

Here’s a practical example to get you started. Check out this code snippet » Collect National ID.

This code snippet demonstrates how to add a National ID Number field to your donation form:

You can use that code snippet and customize it to suit your needs:

  • Replace every instance of ‘national_id_number’ with ‘your_field’.
  • Replace every instance of ‘National ID Number’ with the label for your field.

Now that you have an idea of code snippets, let’s show you how to add and customize code snippets.

How To Add A Code Snippet

If you are new to PHP or WordPress development, we recommend using the WPCode plugin to insert snippets safely and easily into your website. Charitable currently has over 130 snippets in the WPCode plugin library you can use. Visit our library here:

Charitable Code Snippet Library »

For those a little more familiar with WordPress development, you can use the snippets to create simple standalone plugins. Read the WordPress documentation about creating a plugin.

Alternatively, you could add the snippets directly to your theme or child theme’s functions.php file.

Please be aware of our recommendations and suggestions for safe practices using code snippets to avoid fatal errors and issues: Customizing Donation Forms With Code Snippets Using WPCode »

There are many other snippets that go beyond creating a text box on a donation form and extend into customizing your campaigns and donation forms even further. Feel free to explore the library either on WPCode‘s website or in the screen in the Charitable plugin.

Have an idea for a code snippet that doesn’t exist yet? Contact us and we’ll add it!

You may also be interested in WPCode documentation to learn more about how their plugin works and the additional features that you can assign to code snippets, including Charitable code snippets.

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FAQs: Adding Custom Fields to Charitable Donation Forms

What are custom fields and why would I need them? 

Custom fields allow you to collect additional information from donors beyond the standard name, email, and donation amount. Common uses include:

  • Collecting referral codes or promotional codes
  • Adding “In memory of” or dedication fields
  • Gathering feedback on how donors heard about your campaign
  • Including checkboxes for newsletter subscriptions
  • Adding company information for corporate donors

Do I need coding experience to add custom fields? 

No. While custom fields can be added through code, WPCode provides a user-friendly solution that doesn’t require any programming knowledge. You can install pre-built snippets with just a few clicks.

Will adding custom fields affect my donation conversion rates? 

This depends on implementation. Optional fields typically have minimal impact, while too many unnecessary required fields may possibly reduce conversions. We recommend:

  • Making additional fields optional when possible
  • Keeping forms concise and user-friendly
  • Testing different configurations to see what works for your audience

Is WPCode free to use? 

Yes! WPCode offers a free version that includes access to many code snippets. There’s also a premium version with additional features, but the free version is sufficient for most custom field needs.

Will custom fields work with my WordPress theme? 

Custom fields should work with any properly coded WordPress theme. However, you may need to add custom CSS to match your theme’s styling. If you experience display issues, contact our support team.

How do I install WPCode?

  1. Go to Charitable → Tools → Code Snippets
  2. If WPCode isn’t installed, you’ll see an installation prompt
  3. Click the install button to automatically install and activate WPCode
  4. Once activated, you’ll see available code snippets

I don’t see the Code Snippets tab. What’s wrong? 

This usually means:

  • Your Charitable version is outdated (update to 1.8.1.7+)
  • You don’t have admin permissions
  • There’s a plugin conflict (try deactivating other plugins temporarily)

How do I find the right code snippet for my needs? 

Use the search functionality in the Code Snippets tab. Search for terms like:

  • “text field” for additional text inputs
  • “checkbox” for opt-in options
  • “dropdown” for selection menus
  • “textarea” for longer text inputs

Can I modify the code snippets? 

Absolutely! Most snippets include comments and documentation to guide customization. You can change:

  • Field labels and descriptions
  • Field positioning on the form
  • Whether fields are required or optional
  • Field types (text, textarea, dropdown, etc.)

Where do custom field submissions appear? 

Custom field data appears in:

  • Donation details in your WordPress admin
  • Email notifications (if configured)
  • Export reports (if enabled in the snippet settings)

Can I add multiple custom fields to one form? 

Yes! You can install and activate multiple code snippets to add several custom fields to your donation forms.

Are there video tutorials available? 

Yes! Subscribe to the Charitable YouTube channel for step-by-step tutorials and success stories.

Need support? Have a question? If you are a lite/free user of Charitable, you can reach out to our team on the WordPress.org support forums and our team will respond in a timely fashion. If you have an active license, feel free to reach out us directly for priority support.

Still have questions? We’re here to help!

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Improvement Payments

📱 Turn Mobile Scrollers Into Donors: Meet Charitable’s Mollie Upgrade

Losing mobile supporters because they hate typing out long card numbers on their phones? Charitable’s updated Mollie integration features:

⚡ One-Tap Wallet Checkout: Enable donors to complete their gifts instantly using Apple Pay or Google Pay with a simple face scan, fingerprint, or tap.

💰 No Extra PCI Burden: Skip complex domain verification and security compliance since all wallet transactions run safely through Mollie’s hosted checkout.

🛠️ Custom Cancel Routing: Keep the experience predictable by automatically sending donors who back out to your cancellation page, or use developer filters to route them to a custom page.

Visit this page to learn more.

ambassadors improved New

Moderation and Directory Screens In Ambassadors 3.0

Ambassadors 3.0 has new features: moderation and directory screens… now easily see those who are earning donations on your peer to peer network – including campaign creators that might need to be verified – all in one place. Generate reports, email ambassadors and campaign creators directly and more.

🚀 See when campaign creators and ambassadors have updated their campaigns, what donors/donation they have brought in and more.

🎉 Manually add ambassadors and campaign creators, and approve them in one-click!

Visit this page to learn more.

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.