Charitable Documentation

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

Hooks and filters in Ambassadors

Please note: This documentation is a work in progress and does not yet cover all filters & action hooks available in Charitable Ambassadors. If you do not see a hook or filter describing what you need to do, please get in touch via our support page and we can help you.

Filters

charitable_ambassadors_fundraiser_title

Added in version 2.0.0

u003cpu003eChange the automatically generated title for a new fundraiser, when the title is set to be dynamically based on the campaign creator’s name.u003c/pu003e

Return Value

u003cpu003eString. The title of the fundraiser.u003c/pu003e

Arguments

  • $title (string)

    u003cpu003eThe title. By default this will be the campaign creator’s full name.u003c/pu003e

  • $data (array)

    u003cpu003eThe submitted data.u003c/pu003e

Usage

add_filter( 'charitable_ambassadors_fundraiser_title', function( $title, $data ) {n    $first_name = array_key_exists( 'first_name', $data ) ? $data['first_name'] : '';n    $last_name  = array_key_exists( 'last_name', $data ) ? $data['last_name'] : '';n    $full_name   = trim( sprintf( '%s %s', $first_name, $last_name ) );nn    // Joe Blow's Fundraisern    return sprintf( u0022%s's Fundraiseru0022, $full_name );n}, 10, 2 );

Added in version 2.0.0

u003cpu003eChoose whether you want to show the u0022Create a New Campaignu0022 button at the bottom of the output of the [charitable_my_campaigns] shortcode.u003c/pu003e

Return Value

u003cpu003eBoolean. True if you do want to show it, or false if you would prefer not to. This will return true by default.u003c/pu003e

Arguments

  • $show (boolean)

    u003cpu003eWhether to show the button.u003c/pu003e

Usage

// Do not show the button.nadd_filter( 'charitable_ambassadors_my_campaigns_show_campaign_creation_link', '__return_false' );

charitable_ambassadors_my_campaigns_button_text

Added in version 1.0.0

u003cpu003eChange the text of the u0022Create a Campaignu0022 button at the bottom of the [charitable_my_campaigns] shortcode.u003c/pu003e

Return Value

u003cpu003eString. The text to use in the button.u003c/pu003e

Arguments

  • $text (string)

    u003cpu003eThe button text.u003c/pu003e

Usage

add_filter( 'charitable_ambassadors_my_campaigns_button_text', function( $text ) {n    return 'Start a New Campaign';n} );

Added in version 1.0.0

u003cpu003eChange the page that users will be redirected to after they submit their campaign for the first time. Note that if you want to redirect to a static page, you can do this without code by configuring the u0022Campaign Submission Success Pageu0022 setting under Charitable u003e Settings u003e Ambassadors.u003c/pu003e

Return Value

u003cpu003eString. A URL to redirect to after first submitting a campaign. Note that the redirect is done through a call to u003ccodeu003ewp_safe_redirect()u003c/codeu003e, so the URL should be to an allowed host (see u003ca href=u0022https://developer.wordpress.org/reference/functions/wp_safe_redirect/u0022u003ehttps://developer.wordpress.org/reference/functions/wp_safe_redirect/u003c/au003e).u003c/pu003e

Arguments

  • $default (string)

    u003cpu003eThe URL to redirect to.u003c/pu003e

  • $args (array)

    u003cpu003eAn array of arguments. By default, this will only have a u003ccodeu003ecampaign_idu003c/codeu003e property with the ID of the newly submitted campaign.u003c/pu003e

Usage

// Redirect to the newly submitted campaign after submission.nadd_filter( 'charitable_permalink_campaign_submission_success_page', function( $url, $args = array() ) {n    if ( ! array_key_exists( 'campaign_id', $args ) ) {n        return $url;n    }nn    return get_permalink( $args['campaign_id'] );n}, 10, 2 );

charitable_campaign_submission_redirect_url

Added in version 1.0.0

u003cpu003eChange the URL that users are redirected to after they submit, update or save u0026amp; preview their campaign.u003c/pu003eu003cpu003eIf you only want to change the page that users are redirected to after they first submit their campaign, use the u003ca href=u0022https://www.wpcharitable.com/documentation/hooks-filters-in-ambassadors/#charitable_permalink_campaign_submission_success_pageu0022u003echaritable_permalink_campaign_submission_success_pageu003c/au003e filter instead.u003c/pu003e

Return Value

u003cpu003eString. The URL that the user will be redirected to.u003c/pu003e

Arguments

  • $url (string)

    u003cpu003eThe URL that the user will be redirected to.u003c/pu003e

  • $data (array)

    u003cpu003eThe submitted data.u003c/pu003e

  • $campaign_id (int)

    u003cpu003eThe campaign ID.u003c/pu003e

  • $user_id (int)

    u003cpu003eThe user ID.u003c/pu003e

charitable_ambassadors_fundraiser_form_field_list

Added in version 2.1.0

u003cpu003eAdd or remove fields to the fundraiser form. u003c/pu003eu003cpu003eThe fields list is a list of keys of fields that are included in the main campaign form, which should also be included in the fundraiser form. The following fields are not included in the fundraiser form by default:u003c/pu003eu003cpu003e- u003ccodeu003edescriptionu003c/codeu003eu003cbru003e- u003ccodeu003ecategoriesu003c/codeu003eu003cbru003e- u003ccodeu003etagsu003c/codeu003eu003cbru003e- u003ccodeu003esuggested_donationsu003c/codeu003eu003cbru003e- u003ccodeu003eallow_custom_donationsu003c/codeu003eu003c/pu003e

Return Value

u003cpu003earrayu003c/pu003e

Arguments

  • $list (array)

    u003cpu003eThe list of fields to be included.u003c/pu003e

  • $form (Charitable_Ambassadors_Fundraiser_Form)

    u003cpu003eThe fundraiser form object.u003c/pu003e

Usage

// Include the 'description' field in the Fundraiser form.nadd_filter( 'charitable_ambassadors_fundraiser_form_field_list', function( $fields ) {n    $fields[] = 'description';n    return $fields;n} );

charitable_ambassadors_fundraiser_inherited_fields

Added in version 2.0.0

u003cpu003eFilter the fields that are automatically inherited from the fundraiser’s parent campaign.u003c/pu003e

Return Value

u003cpu003earrayu003c/pu003e

Arguments

  • $fields (array)

    u003cpu003eThe inherited fields.u003c/pu003e

Usage

add_filter(n    'charitable_ambassadors_fundraiser_inherited_fields', n    function( $fields ) {n        $fields[] = 'my_custom_field';n        return $fields;n    }n);

charitable_ambassadors_update_fundraiser_end_dates_on_parent_end_date_change

Added in version 2.0.0

u003cpu003eSet whether end dates of fundraisers should be updated automatically when a parent campaign has its end date changed.u003c/pu003e

Return Value

u003cpu003eBoolean. Defaults to true.u003c/pu003e

Arguments

  • $should_update (boolean)

    u003cpu003eWhether to update automatically.u003c/pu003e

  • $campaign (Charitable_Campaign)

    u003cpu003eThe parent campaign object.u003c/pu003e

charitable_ambassadors_creator_donations_export_columns

Added in version 2.0.0

u003cpu003eFilter the columns that are included in the export.u003c/pu003e

Return Value

u003cpu003eArray. The keys of columns to include.u003c/pu003e

Arguments

  • $columns (array)

    u003cpu003eThe columns to include.u003c/pu003e

Usage

add_filter( 'charitable_ambassadors_creator_donations_export_columns', function( $columns ) {n    // Only show the first name, last name, amount and donor comment.n    $included_columns = array(n        'first_name',n        'last_name',n        'amount',n        'donor_comment',n    );ntn    foreach ( $columns as $column =u003e $header ) {n        if ( ! in_array( $column, $included_columns ) ) {n            unset( $columns[ $column ] );n        }n    }ntn    return $columns;n} );

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ai New

🚀 Unleash AI Power in Charitable!

Your AI assistant can now build, edit, and manage your Charitable fundraising campaigns directly — just by asking. With Charitable Pro adding write support for the WordPress Abilities API, tools like ChatGPT, Claude, and Cursor can handle full administrative actions safely through MCP. Why this is important:

  • 🤖 Campaign creation in plain language: Prompt your assistant with a goal like “Set up a fundraiser for the shelter with a $5,000 goal”, and it builds a real draft campaign complete with suggested donation tiers.
  • 🎨 Instant donation form tweaks: Add custom fields, change button colors, or reorder elements without diving into form settings.
  • 📝 Offline gift logging: Tell your assistant about cash or check gifts, and it will match donor emails and record transactions into your history.
  • 🛡️ Safety and control by default: Write access stays strictly off until turned on in Charitable » Tools » AI MCP, keeping read-only reporting safe by default.
  • 📜 Full audit logging: Every change made by an AI assistant is tracked under Charitable » Tools » Logs, so you always know who (or what) updated your site.

Check out our announcement here.

Improvement Payments

💰 Accept Recurring Donations with Windcave and Charitable

A donor sets their gift up once on Windcave’s secure payment page, and Charitable bills every renewal after that on schedule. Why this is important:

🏦 Organizations banked in New Zealand or Australia: monthly giving on the gateway your bank already set you up with, with no second processor to onboard.
⛪ Churches taking regular tithes and offerings: congregants set their own schedule once, which is the simplest way to launch recurring church giving without a separate platform.
🌏 Groups with donors in several currencies: Windcave handles more than 20, so a supporter can give in the currency they actually hold.
📅 Operating funds rather than one-time campaigns: switch on Recurring Only mode and the one-off option disappears, so every gift to that campaign is a subscription.
🧾 Teams with no developer on staff: 3 sets of credentials pasted into a settings page, and no code anywhere.

Check out our announcement here.

automation update

⚡ Visual Automation Builder: Drag and Drop With No Code!

Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.

🧩 Many actions, one trigger: Tag a donor, send an email, add a note, and fire a webhook from a single event, dragged into any order.

✉️ Act inside Charitable: New Send Email, Tag Donor, and Add Donor Note actions run with no external service required.

🔤 Merge tags: Personalize emails and notes with live fields like {first_name}, {total}, and {campaign_name}.

🔁 Apply to existing donors: Run Tag Donor and Add Donor Note against the donors you already have.

🖥️ Canvas or Simple: Switch views anytime, and automations built before 2.3.0 keep working unchanged.

Read more here.

Integration updated

📬 Introducing Brevo for Charitable: Turn Donors into Subscribers Automatically

The moment a supporter makes a gift is when they are most engaged. With the new Brevo integration for Charitable, you can automatically turn those one-time donors into long-term subscribers without touching a single spreadsheet.

Simply collect donor consent right on your donation form and start your welcome series immediately.

What’s New:

🔄 Automated Subscriber Sync: New donors who opt in are added straight to your Brevo contact list as soon as their payment clears—no manual exports or CSV imports required.

🎯 Granular Consent & Opt-In Control: Customize your checkbox label, choose whether it defaults to checked or unchecked, or turn on Brevo double opt-in to keep your list clean and compliant.

📋 Per-Campaign List Mapping: Route supporters to your global email list or map specific campaigns to targeted Brevo lists to tailor your follow-up messaging.

⚡ 5-Minute Setup: Connect instantly by pasting your Brevo API key into the Newsletter settings, map your contact fields, and start building your email list on autopilot.

Ready to grow your mailing list? Brevo is available now starting on the Charitable Plus plan—connect your account today!

recurring donations updated

💳 Introducing Card Updates: Fix Expired Cards Without Losing Subscriptions!

newExpired or updated credit cards are one of the biggest silent leaks in recurring fundraising. With Card Updates in the Recurring Donations extension, donors can now refresh their payment details directly—keeping their subscription, schedule, and giving history completely intact.

No canceled plans, no lost history, and zero administrative headache for your team.

What’s New:

⚡ 30-Second Self-Service: Donors get a dedicated “Update Card” button in their dashboard that opens Stripe’s secure, PCI-compliant Customer Portal to update card details instantly.

🔒 Scoped & Safe Access: Scoped exclusively to card updates by default, donors can’t accidentally cancel or alter their plans from inside the portal, keeping your webhooks and data in sync.

🤝 Admin-Assisted Support: Helping a donor on the phone? Open their secure Stripe portal in one click from your admin screen or generate a single-use update link to email them.

📋 Automatic Audit Trail: Every payment method update is recorded automatically with a timestamp in both system-wide logs and the individual donor’s profile.

Ready to protect your recurring revenue? Get the Plus or Pro plan and update Recurring Donations to 2.3.0+ and enable “Update Payment Method” under your Settings today!