Documentación de Charitable

Aprende a sacar el máximo partido a Charitable con instrucciones claras y paso a paso.

Geolocation: Map Providers, Location Coverage, and the Ambassadors Location Field

Requires: Charitable Pro 1.8.16+

Geolocation is the layer that turns latitude/longitude on individual campaigns into the maps, distance labels, and “find a campaign near me” search you see on the front end. As of 1.8.16, it supports two map providers — OpenStreetMap (Leaflet) with no API key, and Google Maps with higher-fidelity tiles — and adds a Location Data Coverage card so you can see at a glance how many of your campaigns have geo data.

This is the settings page. To display a map of those campaigns on the front end, see the Campaigns Map block doc.

The Geolocation settings panel under Charitable > Settings > Advanced > Geolocation, with OpenStreetMap (Leaflet) selected and the Location Data Coverage card showing the campaign-mapped breakdown.

What’s new in 1.8.16

Cambio What it means
OpenStreetMap support You no longer need a Google API key. OpenStreetMap (rendered via Leaflet) is the new default for fresh installs and is free with no account.
Map Provider picker A visual two-card picker — OpenStreetMap (Leaflet) and Google Maps — replaces the previous setup flow.
Location Data Coverage card At-a-glance stat block: how many campaigns have lat/lng set, how many have address-only, how many have no location data. Includes a one-click link to filter the campaigns list down to the campaigns missing location data.
Nominatim address autocomplete Under OpenStreetMap, address autocomplete is powered by the Nominatim service. Type two or more characters into a location field and you’ll get suggestions — no Google account required.
Default Map Center Set the lat/lng + zoom the map falls back to when no campaigns are visible. Default is the geographic center of the contiguous US (39.8283, -98.5795).
Ambassadors Location field When the Ambassadors addon is active, the public campaign-submission form gets an optional Location field with the same autocomplete (Nominatim under OpenStreetMap, Google Places under Google).

Upgrade behavior: Sites that already had a Google Places API key configured at the time of upgrade keep Google Maps as their provider. Fresh installs (and sites that had no key configured) default to OpenStreetMap. You can switch between providers at any time without data loss — campaign lat/lng meta is stored provider-agnostically.

Finding it

WordPress Admin > Charitable > Settings > Advanced > Geolocation

The Advanced tab has sub-tabs at the top of the panel (PDF Receipts, Geolocation, Multi-Currency, Migration Tools, Misc). Geolocation is the second one.

The big picture

Part Propósito
Map Provider Which tile + autocomplete service the map uses. OpenStreetMap is free; Google Maps requires a key.
Location Data Coverage Read-only summary of how many of your campaigns are mappable.
Default Distance Unit Whether distance labels render as 5 miles away or 8 km away.
Default Map Center The lat/lng + zoom the map snaps to when there’s nothing to show.
Per-campaign location Set on each campaign in the Campaign Builder (_campaign_latitude, _campaign_longitude meta).
Ambassadors location field Optional capture of location during public campaign submission.

You configure the provider once on this page. The Campaigns Map block (and the [campaigns map="1"] shortcode) then renders maps using whatever provider you’ve selected.

Map Provider

The headline choice. A two-card picker:

OpenStreetMap (Leaflet)

No setup required, free. Tiles come from OpenStreetMap’s tile servers; the map widget is the open-source Leaflet library. Recommended for most sites — there’s nothing to register, no usage caps to monitor, no key to rotate. Address autocomplete in admin UIs and the Ambassadors form is powered by Nominatim, OpenStreetMap’s free geocoding service.

A note on Nominatim usage: OpenStreetMap asks that high-volume integrations be polite (one request per second per user, results cached when possible). Charitable’s autocomplete debounces input and caches lookups, so a normal-traffic donation site is comfortably under the limit.

Google Maps

Requires a Google account and an API key. Better tile fidelity, includes satellite imagery, and the autocomplete is faster and more forgiving with partial / misspelled addresses. Choose this if you’ve already standardized on Google services or your maps will be the centerpiece of the experience.

Switching to Google reveals the Google Places API Key field and a Setup Help panel with deep-links to Google Cloud:

The Geolocation panel with Google Maps selected, showing the Google Places API Key field, the 5-step Setup Help panel, and the connection indicator.

Setup Help (5 steps)

  1. Create a Google Cloud project. Button opens console.cloud.google.com/projectcreate.
  2. Enable both the Maps JavaScript API and the Places API. Button opens the API Library.
  3. Create an API key. Button opens the Credentials page.
  4. Recommended: restrict the key to your domain (HTTP referrers) and to Maps JavaScript API + Places API. This prevents the key from being abused if it leaks.
  5. Paste the key above and click Save.

Connection indicator

A small status pill next to the Setup Help title reflects the current state of the API key:

State What it means
● Not configured The key field is empty. Geolocation features that need Google won’t work yet.
⋯ Checking… The key was changed; we’re pinging Google to verify. Takes 1–2 seconds.
● Connected The key is valid, the relevant APIs are enabled, and your domain restriction (if any) accepts your site’s hostname.
● Invalid key — check restrictions The key was rejected. Most common cause: HTTP-referrer restriction on the key doesn’t include your site, or the Maps JavaScript API / Places API isn’t enabled on the project. Fix the restriction or enable the API and the indicator will flip to Connected on the next page load.

The Setup Help panel and the API key field are hidden when OpenStreetMap (Leaflet) is selected — you can toggle the provider without reloading the page and they appear/disappear instantly.

Location Data Coverage

A read-only stat card that summarizes how many of your published campaigns are mappable:

The Location Data Coverage card showing the mapped, address-only, and no-location campaign breakdown.
Stat What it shows
Mapped Campaigns with explicit _campaign_latitude and _campaign_longitude meta. These render on the Campaigns Map immediately.
Address Only Campaigns with a street address but no resolved lat/lng. They won’t render on the map until the address is geocoded — typically this happens on the next save of the campaign, or you can trigger it manually.
No Location Campaigns with neither lat/lng nor address. They’ll never appear on the map until you add location data.

Above the stats is a progress bar showing the percentage of total published campaigns that have a usable mapping. Below, a one-click “View all N campaigns missing location” link filters the Campaigns admin list to show only campaigns without location data, so you can batch-fix them.

The card auto-refreshes whenever a campaign is saved, so you’ll see the count tick up as you fill in location data across your campaigns. Stats are cached for one minute to keep the settings page snappy on sites with thousands of campaigns.

Default Distance Unit

A radio: Miles or Kilometers. Used by the Campaigns Map block’s distance labels (5 miles away vs 8 km away) and any sorting by distance in the front-end search. Default: Miles.

This is a display-only setting — the underlying lat/lng calculations don’t change. Sites with audiences in km-using countries should flip this; otherwise leave it alone.

Default Map Center

Two number inputs: Latitude and Longitude. The map snaps here when there’s nothing else to show — for example, when the Campaigns Map block is configured to display only campaigns in a category that currently has zero entries, or before the visitor’s geolocation has resolved.

Default: 39.8283, -98.5795 — the geographic center of the contiguous United States. For a nonprofit with most campaigns in one region or city, set this to that region’s center instead so empty-map renders feel local.

Ambassadors Location field (requires Ambassadors addon)

When the Charitable Ambassadors addon is active and Geolocation is enabled, the public Campaign Submission form gets an optional Location field. New ambassadors can:

  • Type a street address. Autocomplete suggests matches (Nominatim under OpenStreetMap, Google Places under Google) after the first two characters, with a ~300ms debounce.
  • Click a suggestion. The input fills with the full normalized address; hidden lat/lng inputs populate; the preview map next to the field re-centers on the address.
  • Skip the field entirely — it’s optional unless you’ve made it required via filter.

Once the campaign is submitted, the lat/lng saved into _campaign_latitude / _campaign_longitude makes the campaign immediately mappable.

The autocomplete provider follows the global Map Provider setting: switch the site from Google to OpenStreetMap and the Ambassadors form quietly switches autocomplete providers on the next page load.

Consejos

  • Start on OpenStreetMap. Skip the Google Cloud account work unless you already have one. For most charity sites the OSM tile quality is fine, and you avoid an ongoing usage bill if you go viral.
  • Coverage card is your TODO list. If Address Only is a high number, those campaigns need their addresses re-saved (or you need to trigger a bulk geocode); if No Location is high, you have data-entry work to do before the map shows much.
  • Restrict your Google key. Leaving a key unrestricted means anyone who grabs it from your page source can run up your bill. Add the HTTP-referrer restriction in step 4 of the setup wizard; it’s quick and meaningfully changes your risk posture.
  • Default Map Center isn’t latitude/longitude trivia. Most visitors won’t notice it day-to-day, but if you ever ship the map embedded somewhere with no campaigns, the world snapping to a sensible region instead of mid-Kansas matters.
  • Switching providers is safe. Switch back and forth as much as you want. Lat/lng meta on campaigns is provider-agnostic; only the tile and autocomplete services change.

Developer reference

Per-campaign meta

Clave Tipo Propósito
_campaign_latitude string (decimal) The latitude saved for this campaign. Set automatically when an address geocodes; can be set manually via Quick Edit or programmatically.
_campaign_longitude string (decimal) The longitude saved for this campaign.
_campaign_address cadena Optional. The original address string the donor / ambassador typed. Used for re-geocoding when the provider changes.

Filtros

Filtro Predeterminado Propósito
charitable_geolocation_map_provider 'leaflet' or 'google' The active map provider for a given request. Filter to override per page (e.g. force OSM in the Ambassadors flow even if the global setting is Google).
charitable_geolocation_default_distance_unit 'mi' The unit used in distance labels.
charitable_geolocation_default_center [39.8283, -98.5795] Default map center lat/lng.
charitable_geolocation_coverage_stats (array) The Location Data Coverage stats. Filter to inject custom counts (e.g., if you store location data in a non-standard meta key).
charitable_geolocation_nominatim_user_agent Site name + URL The User-Agent string sent to Nominatim. Required by their usage policy; should identify your site. Override only if you understand the policy.
charitable_geolocation_google_api_key The saved key The Google Places API key returned to client-side code. Filter to keep the key in a secret manager instead of the database.

Acciones

Acción When it fires
charitable_geolocation_provider_changed The site admin saved a new Map Provider. Receives $old_provider, $new_provider. Hook in to clear caches or trigger re-geocoding.
charitable_geolocation_campaign_geocoded A campaign’s address was successfully resolved to lat/lng. Receives $campaign_id, $lat, $lng.
charitable_geolocation_invalidate_coverage_stats_cache Internal hook fired when campaign data changes, to bust the 1-minute coverage card cache.

Bulk geocode helper

If a lot of campaigns are stuck in Address Only state (typically because they were imported), trigger a bulk geocode pass via WP-CLI:

wp charitable geolocation bulk-geocode --batch-size=20

Output shows progress per campaign and a summary of successes / failures at the end. The bulk command respects the provider rate limits and pauses appropriately.

Customization examples

Make Location required on the Ambassadors campaign submission form:

add_filter( 'charitable_ambassadors_submission_form_fields', function( $fields ) {
    if ( isset( $fields['location'] ) ) {
        $fields['location']['required'] = true;
    }
    return $fields;
}, 20 );

Force OpenStreetMap on a specific page (e.g., a public map embed) even if the site default is Google:

add_filter( 'charitable_geolocation_map_provider', function( $provider ) {
    if ( is_page( 'public-campaign-map' ) ) {
        return 'leaflet';
    }
    return $provider;
} );

Pull the Google API key from a secret manager instead of the DB:

add_filter( 'charitable_geolocation_google_api_key', function( $key_from_db ) {
    if ( defined( 'GOOGLE_PLACES_KEY' ) ) {
        return GOOGLE_PLACES_KEY;
    }
    return $key_from_db;
} );

Customize the default map center per region:

add_filter( 'charitable_geolocation_default_center', function( $center ) {
    return array( 'lat' => 51.5074, 'lng' => -0.1278 ); // London.
} );

Identify your site to Nominatim with a more descriptive User-Agent:

add_filter( 'charitable_geolocation_nominatim_user_agent', function( $ua ) {
    return 'YourNonprofit (https://yournonprofit.org) - geocoding for campaign maps';
} );

Relacionado


¿Todavía tienes preguntas? ¡Estamos aquí para ayudarte!

Última modificación:

Novedades en Benéfico

Ver las últimas actualizaciones
🔔 Suscríbete para recibir nuestras últimas actualizaciones
📧 Suscribirse a correos electrónicos

Suscripción por correo electrónico

Únete a nuestro boletín

No te enviaremos spam. Solo enviamos un correo electrónico cuando creemos que realmente te ayudará. ¡Date de baja en cualquier momento!

GiveWP Migraciones Nuevo

Servicio de Migración "White Glove" para GiveWP

¿Estás pensando en cambiar tu plataforma de recaudación de fondos de GiveWP a Charitable, pero no quieres arriesgarte a perder tus datos ni a encargarte tú mismo de una configuración técnica compleja? El Servicio de Migración "White Glove" de Charitable incluye:

👥 Mapeo impecable de donantes: Transfiere de forma segura toda tu base de datos de colaboradores sin pérdida de datos.

📊 Historial financiero completo: Conserva meticulosamente cada transacción histórica para una presentación de informes continua y precisa.

🔄 Donaciones recurrentes sin interrupciones: Transfiere de forma segura las suscripciones activas sin interrumpir tus ingresos ni requerir que tus donantes actualicen su información.

💳 Cero interrupciones en la pasarela de pago: Sigue usando Stripe, PayPal o cualquier otro procesador compatible con GiveWP que ya te guste.

🚀 Configuración técnica experta: Relájate mientras nuestro equipo se encarga de la instalación y configuración de tus formularios. Además, los usuarios que cumplan los requisitos obtendrán un año completo de Charitable Pro gratis.

Visita esta página para obtener más información.

automatización Mejora

📢 Alerta de nueva función: ¡Automation Connect 2.0 ya está aquí! 🚀

¿Estás pensando en conectar tus datos de recaudación de fondos con herramientas como Mailchimp, Slack o Google Sheets, pero no quieres contratar a un desarrollador ni escribir código personalizado? El nuevo complemento de automatización de Charitable incluye:

⚡ 17 disparadores de eventos: Activa instantáneamente webhooks para el primer donativo de un donante, pagos de renovación o hitos de campaña alcanzados.

🎯 Lógica condicional inteligente: Utiliza una potente lógica AND/OR en 11 campos para enviar datos solo cuando cumplan tus criterios exactos, como las suscripciones al boletín.

📊 Control de carga útil personalizado: Selecciona entre más de 80 campos de datos limpios de metadatos de donantes, donaciones y campañas para que tus aplicaciones obtengan exactamente lo que necesitan.

🚀 Plantillas de plataforma preconstruidas: Evita la configuración desde cero con plantillas listas para usar para Zapier, Make.com, n8n, HubSpot y Slack.

🛡️ Herramientas de desarrollador fiables: Potencia tus flujos de trabajo con cargas útiles firmadas HMAC-SHA256, filtros completos de WordPress y registros de reintentos automáticos.

automatización Mejora

🔌 Charitable se une a Zapier: Conecta con más de 7000 aplicaciones y automatiza tu recaudación de fondos

¿Cansado de copiar manualmente los datos de las donaciones en hojas de contabilidad o de rastrear las nuevas suscripciones de donantes? Pon tus tareas administrativas en piloto automático. Charitable ya está oficialmente en Zapier, lo que te proporciona una forma potente y sin código para conectar tu recaudación de fondos directamente con el resto de tus herramientas favoritas.

Cada donación, suscripción de donante e hito de campaña ahora puede activar un flujo de trabajo automatizado sin problemas.

Novedades:

♾️ Conecta con más de 7000 aplicaciones: Une tus campañas de Charitable con software cotidiano como Google Sheets, QuickBooks, Slack, Mailchimp, HubSpot, Notion, Airtable y miles más.

⚡ 12 potentes disparadores: Crea flujos de trabajo profundos utilizando disparadores de automatización inteligentes que cubren todo el ciclo de vida de la donación, incluyendo Nueva Donación, Nuevo Donante, Suscripción Cancelada y Objetivo de Campaña Alcanzado.

📋 Plantillas de acciones preconstruidas: Empieza en tres minutos o menos con nuestras combinaciones de plantillas prefabricadas, como registrar automáticamente nuevas donaciones directamente en una Hoja de Cálculo de Google o enviar correos electrónicos personalizados de bienvenida a donantes a través de Gmail.

🚫 No se necesita código: No se requieren webhooks complejos ni scripts PHP personalizados. Simplemente elige tu disparador, selecciona tu aplicación, mapea tus campos y deja que Zapier se encargue del trabajo pesado.

¿Listo para ahorrar horas de tiempo administrativo? ¡Consigue Charitable Pro con el complemento Automation Connect hoy mismo y lanza tu primer Zap!

Mejora Pagos

🚀 Presentamos PayPal Commerce: Una conexión, seis formas de donar

Los donantes esperan opciones de pago modernas y flexibles cuando apoyan una causa. Si no ven su método preferido en su formulario de donación, a menudo desaparecen sin decir nada. Con PayPal Commerce, estamos brindando una experiencia de pago completamente modernizada directamente a sus campañas.

Disfrute de una única integración que mejora sus formularios, hace que las donaciones sean fluidas y le ayuda a capturar cada donación.

Novedades:

🔌 Conexión con un clic: omita las complicadas claves API y los documentos para desarrolladores. Simplemente haga clic en "Conectar con PayPal", inicie sesión en su cuenta comercial y su formulario moderno estará activo en menos de cinco minutos.

💳 Seis formas de donar: brinde a sus seguidores acceso instantáneo al saldo de PayPal, Venmo (EE. UU.), financiación "Paga más tarde", las principales tarjetas de crédito/débito, Apple Pay (Safari) y Google Pay (Chrome), todo desde el mismo formulario.

🔄 Donaciones recurrentes flexibles: admite completamente las donaciones mensuales. Elija entre la API de suscripciones de PayPal (gestionada automáticamente por PayPal) o Vault + Cron (gestionada de forma segura en su sitio).

💬 Recuperación de errores amigable: no más alertas confusas del navegador. Si se rechaza un pago, los donantes ven mensajes sencillos y en línea que los guían sobre cómo solucionar el problema y completar su donación.

¿Listo para PayPal, modernizado? Actualice a Charitable Pro 1.8.15+ (o Charitable Lite 1.8.11+) y conecte su cuenta hoy mismo.

Campañas Nuevo

⏳ Cuenta atrás de la campaña: genere urgencia y aumente las donaciones

¡La urgencia es una de las herramientas más poderosas en la recaudación de fondos! Conozca Campaign Countdown, un temporizador en vivo y en tiempo real diseñado para convertir la procrastinación en generosidad inmediata.

animación de cuenta atrás de campaña

Novedades:

⏱️ Urgencia en vivo y en tiempo real: rastree bellamente días, horas, minutos y segundos hasta la fecha límite de su campaña con cuentas atrás visuales que se actualizan en vivo.

🎨 Adaptado a su estilo: elija entre mosaicos con borde "Boxed" o una pantalla "Inline" limpia y de una sola línea. Adapte su tema al instante con controles de fuente y color profundo.

🛠️ Colóquelo en cualquier lugar: inserte la cuenta atrás donde desee utilizando el campo Campaign Builder, un bloque Gutenberg dedicado o un simple shortcode.

🚨 Acciones inteligentes de caducidad: control total sobre el estado final: elija reemplazar automáticamente el temporizador con un mensaje personalizado, congelarlo en cero y más.