Tag a contact in ConvertKit when a donation is completed
When a donation is completed
Tag a subscriber in ConvertKit
Choose the tag in the action settings. Turn on the create-new-contact option if the contact does not exist yet.
Charitable → ConvertKitEvents and actions
Use Charitable events to automate ConvertKit
Choose an event from Charitable to start an automation, then choose from the ConvertKit actions listed below. The action settings show what information you need to provide.
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Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Create or update a subscriber in ConvertKit when a donation is completed
- When a donation is completed
- Create or update a subscriber in ConvertKit
Tag a subscriber in ConvertKit when a donation status changes
- When a donation status changes
- Tag a subscriber in ConvertKit
Add a subscriber to a Sequence in ConvertKit when a donation is completed
- When a donation is completed
- Add a subscriber to a Sequence in ConvertKit
Add a subscriber to a Form in ConvertKit when a donation status changes
- When a donation status changes
- Add a subscriber to a Form in ConvertKit
Available in Noptin
ConvertKit actions
Subscribers
2 actions
View actions
- Create or update a subscriber in ConvertKit
- Remove a subscriber from ConvertKit
Forms
1 action
- Add a subscriber to a Form in ConvertKit
Tags
2 actions
View actions
- Tag a subscriber in ConvertKit
- Remove a Tag from a subscriber in ConvertKit
Sequences
1 action
- Add a subscriber to a Sequence in ConvertKit
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
About this connection
How the two tools fit together
Charitable: Fundraising and donation management for WordPress.
ConvertKit: ConvertKit is an email marketing platform tailored for creators, such as bloggers, YouTubers, and online course instructors, offering tools for building landing pages, automating email sequences, and managing subscribers to help grow and monetize their audience.
What information can you send?
Connect ConvertKit, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the Charitable event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected ConvertKit account and the audience selected.
Start here
Set up Charitable and ConvertKit with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Charitable and ConvertKit from Noptin → Extensions. How to activate your license.
- Install and set up Charitable on your WordPress site. Connect ConvertKit in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Choose an event from Charitable to start the automation.
- Choose an action from ConvertKit in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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