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Charitable Marketing Automation

Follow up on Charitable orders, payments, or customer activity. Choose what happens in your store, then decide what Noptin should do next.

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CharitableCharitableNoptinNoptin
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How it works

Automate Charitable store activity

01

Choose what starts it

Pick a supported Charitable order, payment, donation, or customer event.

02

Narrow it down

Choose a status or item when the event gives you that option.

03

Choose what follows

Send the available details to another service or choose a supported store step.

Available in Noptin

Charitable events and actions

Donations

2 events · 1 action

View events and actions

Events

  • When a donation is completed
  • When a donation status changes

Actions

  • Change the status of a donation

Campaigns

2 actions

View actions
  • Create or update a campaign
  • Delete a Charitable campaign

Store data

Use the details available for that event

Available details depend on the Charitable event or action you choose and any fields configured on your site.

Check the values shown for the event you select. An order event and a payment event can provide different data.

Explore connections

Connect Charitable to your other tools

Automations

Example automations

These are examples. Available fields depend on the event and the choices on your site or connected account.

Start an email sequence when a donation is completed

  1. CharitableWhen a donation is completed
  2. NoptinAdd a subscriber to an email sequence or course.

Add a subscriber to an email sequence or course. Use the event when a donation is completed as the starting event, and identify the recipient by their email. Use the buyer or donor email supplied by the event. Choose the relevant product or payment conditions. If someone has multiple purchases, check whether this event should affect their selected sequence. Choose a published sequence or course. If the recipient has already started it, Noptin resumes from their previous position.

Create or update a campaign when an event is published

  1. The Events CalendarWhen an event is published
  2. CharitableCreate or update a campaign

Award points to a customer when a donation is completed

  1. CharitableWhen a donation is completed
  2. WPLoyaltyAward points to a customer

Award points to a user when a donation is completed

  1. CharitableWhen a donation is completed
  2. GamiPressAward points to a user

Add a contact to a Campaign in Keap/Infusionsoft when a donation is completed

  1. CharitableWhen a donation is completed
  2. Keap/InfusionsoftAdd a contact to a Campaign in Keap/Infusionsoft

Create a draft fundraising campaign in Charitable from a Bit Form submission

  1. Bit FormWhen a specific Bit Form form is submitted.
  2. CharitableCreate or update a campaign

Use a staff-reviewed campaign proposal form that collects a campaign title and description. Choose Campaign > Create or Update, map the submitted title and description to Title and Content, set Status to Draft, and leave Post ID blank to create a new campaign. Review the draft and finish its fundraising settings in Charitable before publishing.

Add a user to an access group when a donation is completed

  1. CharitableWhen a donation is completed
  2. SureMembersAdd a user to an access group

Add a contact to a List in Sendgrid when a donation status changes

  1. CharitableWhen a donation status changes
  2. SendgridAdd a contact to a List in Sendgrid

Add a record to an Object in Attio when a donation is completed

  1. CharitableWhen a donation is completed
  2. AttioAdd a record to an Object in Attio

Start here

Set up Charitable with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Charitable from Noptin → Extensions. How to activate your license.
  3. Install and set up Charitable on your WordPress site.
  4. Create an automation rule starting with an event from Charitable, choose what happens next, then run a test.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Other ecommerce integrations

Easy Digital DownloadsEasy Digital DownloadsHizzle PayHizzle PayWooCommerceWooCommerce

Connect Charitable with other WordPress plugins

Advanced AdsAdvanced AdsbbPressbbPressBeaver BuilderBeaver BuilderBit FormBit FormBit SocialBit SocialBricks BuilderBricks BuilderBrizyBrizyContact Form 7Contact Form 7Convert ProConvert ProDirectoristDirectoristDivi BuilderDivi BuilderEasy Digital DownloadsEasy Digital DownloadsElementorElementorEvents ManagerEvents ManagerEverest FormsEverest FormsFluent FormsFluent FormsFluent SupportFluent SupportFluentCommunityFluentCommunityFormidable FormsFormidable FormsForminatorForminatorGamiPressGamiPressGeoDirectoryGeoDirectoryGravity FormsGravity FormsHappyformsHappyformsHizzle PayHizzle PayJetFormBuilderJetFormBuilderLearnDashLearnDashLearnPressLearnPressLifterLMSLifterLMSMasteriyo LMSMasteriyo LMSMasterStudy LMSMasterStudy LMSMemberPressMemberPressMetFormMetFormModern Events CalendarModern Events CalendarmyCREDmyCREDNinja FormsNinja FormsPaid Memberships ProPaid Memberships ProSensei LMSSensei LMSSimple MembershipSimple MembershipSureMembersSureMembersThe Events CalendarThe Events CalendarTutor LMSTutor LMSweFormsweFormsWishList MemberWishList MemberWooCommerceWooCommerceWordPress CommentsWordPress CommentsWordPress UsersWordPress UsersWP eMemberWP eMemberWP Job ManagerWP Job ManagerWP Job OpeningsWP Job OpeningsWP Recipe MakerWP Recipe MakerWP-PollsWP-PollsWPFormsWPFormsWPLoyaltyWPLoyaltyWS FormWS Form

Connect Charitable with external services

ActiveCampaignActiveCampaignActivetrailActivetrailAgile CRMAgile CRMAttioAttioAWeberAWeberBirdsendBirdsendBrevo (Sendinblue)Brevo (Sendinblue)Campaign MonitorCampaign MonitorConstant ContactConstant ContactConvertKitConvertKitCustomerlyCustomerlyDripDripEmailitEmailitEmailOctopusEmailOctopusGetResponseGetResponseGistGistGoogle SheetsGoogle SheetsHubSpotHubSpotiContactiContactKeap/InfusionsoftKeap/InfusionsoftKlaviyoKlaviyoMailchimpMailchimpMailerLiteMailerLiteMailjetMailjetMoosendMoosendOntraportOntraportOrttoOrttoPipedrivePipedriveQuentnQuentnSalesflareSalesflareSalesforceSalesforceSendFoxSendFoxSendgridSendgridSendlaneSendlaneSendPulseSendPulseSendySendySlackSlackSmailySmailyTelegramTelegramTwilioTwilioVerticalResponseVerticalResponseWebhooksWebhooksWhatsAppWhatsAppZoho CampaignsZoho CampaignsZoho CRMZoho CRM

About Charitable

Fundraising and donation management for WordPress.

Visit the Charitable website ↗

Ready to use Charitable with Noptin?

Follow the setup above, then build your first workflow in WordPress.

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