Charitable Documentation

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

Campaign Update Addon: Campaign Updates

Requires:

  • Charitable Pro 1.8.15+
  • Charitable Campaign Updates 1.0.8+

Campaign Updates lets you publish progress posts for any campaign, display them on the campaign page (or any page), and email the donors who opted in. Three update types (general, milestone, urgent), one “featured” pin per campaign, and a per-campaign unsubscribe link in every email so list hygiene takes care of itself.

The Campaign Updates panel in the Campaign Builder, showing the updates feed for a campaign with several recent updates listed in card form.

When you’d use it

  • You want donors to see the campaign keep moving after they give, not just at end-of-campaign thank-yous.
  • You’re running a multi-week or multi-month campaign and need a way to surface milestones and urgent asks (matching gift expiring, emergency stretch goal).
  • You want one signed-up audience per campaign instead of one site-wide list that includes everyone.

Finding it

The whole feature lives inside the Campaign Builder. Open any campaign and look in the left sidebar:

WordPress Admin > Campaigns > [your campaign] > Campaign Builder > Campaign Updates

The panel has three sub-tabs at the bottom:

  • Updates Feed — the default. Latest update preview plus the full feed of update cards (add, edit, delete, send).
  • Subscribers — donors who opted in to receive email updates for this campaign, plus the email-send history.
  • Settings — the per-campaign on/off, content limit, and email behavior.

The big picture

There are three moving parts working together:

Part Where it lives What it does
The updates feed Campaign Builder > Campaign Updates > Updates Feed The list of updates for one campaign. Add, edit, delete, send.
The donor opt-in Donation form, when contact consent is enabled A “I want to receive updates” checkbox next to the consent checkbox at donation time.
The display Campaign page (via Campaign Builder field or Gutenberg block) The public-facing list that donors and visitors see on the campaign page.

A campaign needs all three turned on to deliver the full experience: you publish an update, the donors who opted in get an email, and visitors who land on the campaign page see the update displayed there.

Step-by-step setup

The first time you set this up for a campaign:

  1. Turn it on for the campaign. Open Campaign Builder > Campaign Updates > Settings. Flip Enable Campaign Updates to On. This is the master switch for everything else on this campaign.
  2. Verify the opt-in path exists. Go to Charitable > Settings > Privacy and confirm Contact consent is on. The Campaign Updates opt-in checkbox piggybacks on this; without it, the checkbox can’t render on the donation form. (The Settings tab will warn you if any of these prerequisites are missing.)
  3. Add the Campaign Updates field to the campaign layout. Open Campaign Builder > Design > Add Fields and drop Campaign Updates wherever you want updates to show on the campaign page. For Gutenberg-based campaigns or non-campaign pages, use the Campaign Updates block instead.
  4. Confirm the email is enabled. Go to Charitable > Settings > Emails and make sure Campaign Update is enabled. The Settings tab will also flag this if it’s missing.
  5. Post your first update. Back in Campaign Builder > Campaign Updates > Updates Feed, click Add First Update. See Creating updates for the full modal walkthrough.

After step 5, your donation form will show the opt-in checkbox, your campaign page will show the update, and (depending on your sending mode) the email may go out automatically or wait for you to send it.

Settings tab

Every campaign has its own settings under Campaign Builder > Campaign Updates > Settings:

The Campaign Updates Settings tab inside the Campaign Builder, showing Display Settings and Email Notifications sections.

Display Settings

Setting What it does
Enable Campaign Updates Master switch for this campaign. Off means: no opt-in checkbox, no email sends, no updates rendered on the front end.
Content Limit Maximum number of updates the field/block should display by default. Each instance of the Campaign Updates field can override this. Set to 0 for no limit.

Email Notifications

Setting What it does
Enable Update Emails Allows update emails to be sent for this campaign. Also requires the Campaign Update email to be enabled in Charitable’s global email settings.
Automatic Email Sending Three modes – Manual only (you click “send” per update), Auto for featured updates (publishing a featured update auto-sends), Auto for all updates (every published update auto-sends).
Email Content Length Number of characters of the update body to include in the email. 0 means full content. Useful for keeping emails skimmable.

The Settings tab shows yellow warning banners if it detects any of:

  • The Campaign Update email is disabled in Charitable email settings.
  • Contact consent is off in Privacy settings.
  • The campaign form has no privacy/consent field (so new donors can’t opt in).

Fix what the warnings flag before you start posting updates, or new donors won’t be able to subscribe.

Tips

  • One featured update at a time. Marking a second update as featured automatically unfeatures the previous one. Use it for “this is the one thing you need to know right now.”
  • Drafts don’t email. Saving as draft is safe – drafts are invisible to donors and never trigger sends, even in auto-send modes. Use drafts to compose updates before they go live.
  • Test before sending. The send modal has a “Send Test Email” link that sends to the currently-logged-in user. Always send yourself a test before hitting the real list.
  • Donor opt-out is per-campaign. A donor unsubscribing from your gala campaign doesn’t unsubscribe them from your animal-rescue campaign. The unsubscribe link is campaign-scoped.
  • Re-subscribe is automatic on new donations. If a donor unsubscribes then later makes a fresh donation to the same campaign with the opt-in checked, they’re back on the list. No manual cleanup needed.

Developer reference

Filters

These are the high-traffic filters most likely to come up in customization work. See Hooks and Filters for the complete inventory.

Filter Default Purpose
charitable_campaign_updates_default_checked false Whether the donation-form opt-in checkbox is pre-checked.
charitable_campaign_updates_consent_label "I want to receive updates about this campaign's progress." The opt-in checkbox label.
charitable_campaign_updates_require_contact_consent true Whether the opt-in checkbox is disabled until contact consent is checked.
charitable_campaign_update_types (array) The list of update types – general, milestone, urgent – and their labels, icons, and colors.
charitable_campaign_updates_content_limit (int) Per-campaign default content limit.
charitable_can_user_manage_campaign_updates true Whether the current user can add/edit/delete updates for a campaign.

Actions

Action When it runs
charitable_campaign_update_meta_saved After an update’s post meta is saved from the admin (post_id, post).
charitable_campaign_updates_builder_loaded When the Campaign Builder’s Campaign Updates panel finishes loading.
charitable_campaign_updates_activated On plugin activation.
charitable_campaign_updates_installed After plugin install (version string passed).

Helper functions and post type

Symbol Purpose
charitable_get_campaign_update_types() Returns the array of registered update types. Apply the charitable_campaign_update_types filter to add/modify types.
Post type: campaign_update Each update is a campaign_update post with _campaign_id, _update_type, _featured, and (for urgent) _urgency_level meta.

Capability gate

Edit access defaults to anyone who can edit the campaign. Override the charitable_can_user_manage_campaign_updates filter to restrict (for example, to only the campaign author):

add_filter( 'charitable_can_user_manage_campaign_updates', function( $can, $campaign_id ) {
    if ( ! $can ) {
        return $can;
    }
    $campaign = get_post( $campaign_id );
    return $campaign && (int) $campaign->post_author === get_current_user_id();
}, 10, 2 );

Customization examples

Pre-check the opt-in checkbox for first-time donors:

add_filter( 'charitable_campaign_updates_default_checked', '__return_true' );

Change the consent label to something campaign-specific:

add_filter( 'charitable_campaign_updates_consent_label', function( $label ) {
    return 'Email me updates about this campaign. We send roughly one per month.';
} );

Add a fourth update type (“inspiration”) for sharing donor stories:

add_filter( 'charitable_campaign_update_types', function( $types ) {
    $types['inspiration'] = array(
        'label'       => __( 'Inspiration', 'your-textdomain' ),
        'description' => __( 'Stories and quotes from donors and beneficiaries.', 'your-textdomain' ),
        'icon'        => 'fa-heart',
        'color'       => '#9333ea',
    );
    return $types;
} );

Override the default per-campaign content limit globally to 10:

add_filter( 'charitable_campaign_updates_content_limit', function( $limit, $campaign_id ) {
    return 10;
}, 10, 2 );

Related


Still have questions? We’re here to help!

Last Modified:

What's New In Charitable

View The Latest Updates
🔔 Subscribe to get our latest updates
📧 Subscribe to Emails

Email Subscription

Join our Newsletter

We won’t spam you. We only send an email when we think it will genuinely help you. Unsubscribe at any time!

Integration page builder

Divi Fans Rejoice! Native Divi 5 Campaign Progress Bar Module!

With our new native Divi 5 module, you can anchor your microsites with real-time fundraising stats directly on the visual canvas. Here’s how it works, and why it’s worth turning on today.

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

👉🏻 New in Charitable: Native Elementor Widgets for Seamless Campaign Building

With native Elementor widgets, you design donation campaigns right alongside the rest of your page without touching code. Here’s how it works, and why it’s worth turning on today.

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.

⏳ Campaign Countdown: Build urgency for a deadline-driven appeal, complete with optional confetti when the goal is hit.

📣 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.

Addon New

🗒️ Custom Receipts… New Addon!

With Custom Receipts, you decide which page your donors see, on every campaign. Here’s how it works, and why it’s worth turning on today.

Left side shows a donation receipt with donation number, date, total, and payment method for a  gift to Anywhere, titled 'One Family Gets Clean Water For A Week.'

Create receipts that are CUSTOM TO THE DONOR OR CAMPAIGN. You can also:

📅 Year-end appeal: Reinforce the goal and invite donors to share while momentum is high.

🎗️ Memorial or tribute campaign: Give a gentle, respectful thank-you that fits the moment.

💎 Major gifts: Show a special message only to donors who give above a threshold.

🔁 Recurring growth: Invite one-time donors to become monthly supporters right on the receipt.

🌍 Global campaigns: Surface a country-specific note, like a Gift Aid reminder, only where it applies.

Learn more here.

New templates

🤩 New Beacon Campaign Templates w/ “Hero” Block!

With the new Beacon Campaign Templates for Charitable Pro, you can launch a stunning, full-width fundraising page that instantly captures visitor attention above the fold.

Fundraising page header for Save Maple Grove Park with a donation widget and a small square photo of a sunlit tree thumbnail on the left.

🔦 Above-the-Fold Impact: Lead with a full-width hero image, your logo, and your goal with a donation widget locked right on top of the banner so your ask and momentum register instantly without scrolling.

📐 Two Flexible Layouts: Choose between a structured two-column layout for side-by-side storytelling and supporting details, or a clean one-column view designed for uninterrupted long-form narratives.

⚡ All-in-One Hero Field: Powered by the new Campaign Hero field, bringing background media, live progress bars, custom donation amounts, and recurring giving tabs together into a single cohesive block that can be dropped into any layout.

🎨 Automatic Theme Matching: The hero banner and donation widget automatically inherit your campaign theme’s button and accent colors, ensuring your entire presentation stays beautifully on-brand without touching a line of CSS.

Learn more here.

donation form Feature New

📝 Donation Form Block: Embed a Working Donation Form Anywhere

With the new Donation Form Block for Charitable Pro, you can drop a fully working donation form directly onto any page or post in the WordPress block editor. No redirects, no page reloads, and zero friction between reading your story and making a contribution.

📝 Drop Forms Anywhere: Place a working form directly onto your homepage, inside a story-driven blog post, on a dedicated landing page, or within a campaign announcement.

🎯 Dynamic Campaign Binding: Easily choose a specific campaign from the block sidebar or set it to automatically bind to whichever campaign is currently being viewed.

📐 Full vs. Minimal Form Views: Switch between a full layout or a compact minimal view to perfectly fit sidebars, narrow columns, or wide landing pages.

🎨 Scoped No-Code Styling: Customize typography, container spacing, border radius, amount buttons, and accent colors independently for every form instance without touching a line of CSS.

Learn more here.