Sender Platforms

Charitable

Estimated reading: 2 minutes

Charitable is a powerful WordPress donation plugin designed to help non-profits raise funds with ease. With the AFI plugin, you can automatically send donation data from Charitable to other platforms, making it easier to manage donors, track contributions, and trigger follow-up actions.


Supported Trigger Points

  • Guest Makes a Donation

  • User Makes a Donation


Guest Makes a Donation

This trigger is activated when a guest (anonymous) donor submits a donation without logging into your site. It allows you to capture basic donor and donation information and send it to platforms like CRMs, spreadsheets, or email marketing tools.

User Makes a Donation

This trigger fires when a logged-in user makes a donation. In addition to the donation and campaign data, you can also access the user ID and sync the information with user-specific records in your system.


Data Sent

For both donation types, AFI can send the following information:

🧾 Donation Info

  • Donation ID

  • Donation Title

  • Donation Amount

  • Donation Status

  • Payment Method

🙋 Donor Info

  • Donor ID (for registered users)

  • First Name, Last Name, Email

  • Country, Phone

🎯 Campaign Info

  • Campaign ID, Title

  • Goal Amount

  • Minimum Donation

  • Campaign End Date


How to Start

To set up your Charitable integration:

  1. In your WordPress dashboard, go to AFI > Add New.

  2. Select Charitable as the Trigger Platform.

  3. Choose the appropriate trigger point:

    • Guest Makes a Donation

    • User Makes a Donation

  4. Select your Action Platform (e.g., Mailchimp, Google Sheets, Zoho CRM, etc.).

  5. Map the Charitable fields to your action platform’s fields.

Click Save, and your automation is ready to run.


Notes

  • AFI automatically detects whether the donation was made by a logged-in user or a guest and triggers the appropriate action.

  • Only approved/valid donations will be processed by AFI.


Need help?

If you’re missing a trigger point or field, feel free to reach out to [email protected]. We’re always working to improve our integrations based on your needs.

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