How to Send Charitable Data to Robly

Robly is a email marketing platform for managing subscribers and campaigns. Here is how to pipe Charitable donation straight into Robly using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to email marketing. No task meter, no monthly bill.

What you will need

• A WordPress site with Charitable installed and configured.
• A Robly account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Robly to AFI

Robly uses OAuth 2.0 for authentication. In AFI → Settings → Robly, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Charitable to Robly.

2. Pick your trigger

Select Charitable as the form provider. AFI fires when a donation is made through a fundraising campaign, giving you access to donor name, email, donation amount, campaign ID, and gateway.

3. Select Robly as the destination

Choose Robly from the platform dropdown and pick Add Subscriber. This adds a subscriber to Robly.

4. Map fields

Match each Robly field on the left to the corresponding Charitable field on the right. Common mappings include donor name, email, donation amount, campaign ID, and gateway. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Charitable. Check Robly to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps email and name to Robly with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Charitable events trigger the integration?

AFI fires when a donation is made through a fundraising campaign. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Charitable to Robly in minutes.