1. Documentation
  2. Plugins
  3. WooCommerce
  4. Extensions

Donation for WooCommerce Store Owner’s Guide – Basic Concepts

Installation Guide ↑ Back to top

  • Log in to your WordPress Admin Panel.
  • Navigate to the WordPress Admin Dashboard → Plugins → Add New.
  • Click on the Upload Plugin button on the top left corner of your screen.
  • Next, click the Choose file button in the box that appears below.
  • Select the zip file that you have downloaded and upload it.
  • Click on the Activate Plugin button.

Creating a new campaign ↑ Back to top

Campaign settings ↑ Back to top

How to add a new campaign?

  1. Go to the ‘WC Donation’ tab
  2. Click on the ‘Add New’ button
    1. Give a ‘Title’ to your new campaign
    2. Go to Campaign Settings Menu
    3. Enter Amount in digits or decimal values (System will pick the donation value from here)
    4. Give Label (It will be displayed at the donation dropdown value on the checkout page. The System will not pick the donation amount or any detail from here)
    5. Select an ‘Amount Type’ from stated options where
      1. ‘Predefined’ will show the fixed value for donation.
      2. ‘Custom Value’ will give the option to your customer to enter the amount as per their desire.
      3. ‘Both’ options will serve to select the amount from the dropdown menu.  You can also enter the amount but within a specified limit.
      4. Donation Level will add multiple amounts of a campaign with a fixed amount of donation.

Front-end view Screenshots

How to set up a donation campaign with a custom value (min and max limits)?

A donation campaign can be created with a ‘Custom Value’ where the admin can enter any amount between the minimum and maximum bracket.

Note* If the Minimum and Maximum amount is not defined b admin, the system will automatically set the donation amount limit from 0 to 1000

How to display multiple amounts in the donation dropdown menu? 

  1. Click on ‘Add level’ to show multiple amounts in the donation dropdown menu.
    1. Added levels can be deleted by clicking on the trash icon at the top right of each level.

2. Multiple predefined levels will be shown as:

Donation form settings ↑ Back to top

  1. Go to “Form Settings” Menu
    1. Admin can set the display settings from this option.
    2. Set display type (it will change the donation ‘Label Display Style’ into ‘Dropdown’ or ‘Radio Button’ style)

Dropdown Style

Radio Button Style

Label Style

  • Currency Position will change the position of the currency sign.
  • Donation Label Field
  • Donation button label
  • Donation Button Text Color
  • Donation button color

Campaign List ↑ Back to top

How to view the campaign list?

  1. Go to the wp-admin dashboard
  2. Under the WC Donation menu, click on the “All Campaign” tab.

All the added campaigns can be seen in the ‘Campaign List

  • In the campaign list, the admin can see the total no of donations against each campaign along with its total amount.

General Settings ↑ Back to top

General display settings ↑ Back to top

  1. Go to “General Settings”
  2. Enable the ‘Cart and Checkout donation’ option so that donation fields will appear on the cart and checkout page simultaneously.
  3. Select ‘Campaign’ from the dropdown list for both options. Amount and Label details will be utilized from stated campaigns.

Shortcode support ↑ Back to top

Copy the ShortCode from any campaign and place it on any page to display the donation form

How to add a shortcode on a new page?

  1. Go to ‘Pages’
  2. Click on ‘Add New’
  3. Give your page a new ‘Title’ and add a WP Donation Block.
  4. Select Campaign from the list.
  5. Paste the shortcode on the block’s field and click on publish. 

Front-end screenshots

Gutenberg Block support ↑ Back to top

Use the Gutenberg Block support to add and display your campaigns on any page or post.

  1. Go to Pages > Add New
  2. Select WP Donation Block from the block list
  3. Select Campaign from the list.
  4. Click Publish.

Orders tab ↑ Back to top

  1. The Admin would go to the Admin Dashboard WooCommerce Orders.
  2. Click on the “Orders” tab.
  3. When we’re on the Edit Order page, all the details are available on this page.

MetaData functionality ↑ Back to top

  1. Go to WooCommerce> Orders Tab
  2. Metadata of previous orders are listed here
  3. By clicking on any order, a pop-up message will appear that shows the details of particular order along with its respective ‘Donation Campaign.’

Credit card processing fee settings ↑ Back to top

You can charge credit card processing fees from your user’s donation payment by asking them promptly. 

How to set up credit card processing fee feature?

  1. Go to Admin Dashboard WC Donation → General Settings.
  2. Credit Card Processing Fees will be at the bottom of the page. 
  3. Toggle the “Credit Card Processing Feesoption to enable it.
  4. Select the campaigns you want to charge the processing fee in the “Select Campaignsoption.
  5. Enter the processing fees in the “Enter Percentageoption.
  6. Enter the text in the “Enter Processing Fees Text option.
  7. Click on the Save Changes button.

Front-end impact

  • The user will check the Credit Card Processing Fees option and read the text displayed in the Enter Processing Fees Text option beside the checkbox on the front-end.
  • Based on the user’s donation amount, a certain percentage of their donated amount would be charged additionally. 

Recurring Donation ↑ Back to top

Setting up recurring donations ↑ Back to top

Go to Recurring Donation Menu

  • To use Recurring Donation, you need to install and activate the WooCommerce Subscriptions plugin. Once the WooCommerce Subscriptions plugin is activated, the system will allow you to enable the Recurring Donations from campaign settings.
  • Open the dropdown option in ‘Display Type.’ Either you will disable it or Activate it by ‘Enable’ it from the dropdown selection option.

Display type

You can choose to disable the display of this option or enable it on the admin’s choice. Interval will be set from here. Admins can set the frequency as per their nature of business.

How to set the intervals for recurring donations?

There are different types of pre-defined intervals to choose from. The first dropdown list is to set the frequency of the recurring donation interval. Here are the following options that you can choose from:

  • ‘Every’ (between 1 and 6)
  • ‘Day/Week/Month/Year’
  • Till (length). If you select days, the maximum option that can be set is 90 days after the first purchase

The second and third dropdown list is to select the length of the interval:

  • “Week” –  the maximum option that can be set is 52 weeks, after the first purchase
  • “Month” –  the maximum option that can be set is 24 months after the first purchase
  • “Year” – the maximum option that can be set is 5 years after the first purchase. 

Let’s suppose:

The admin has selected the frequency option to ‘Every’ and ‘Month’ followed by the option of ’5 months’.

In this scenario, the recurring donation will be placed in the customer’s name every month for the next five months after the purchase. After the time limit, the recurring donation interval will be ended. 

Note: To receive recurring donations, you should connect a payment gateway like ‘PayPal’ or ‘Stripe.’

Front-end Screenshots

The admin will be able to see the details of each campaign in the ‘WooCommerce Subscription’ tab.

User-defined recurring donations ↑ Back to top

This will allow the user to select their own defined length of recurring donation payment(s). If they don’t want to opt for the recurring donation option, they can uncheck the option.

NOTE: To activate the Recurring Donation option, you need to install and activate the WooCommerce Subscriptions plugin.

How to set up a user-defined recurring donation option?

  1. Go to Admin Dashboard → WC Donation → All Campaigns.
  2. All the donation campaigns are present on this page.
  3. Click on the Edit ( 🖉 ) sign in the Actions column.
  4. Go to the Recurring Donations section.
  5. In this section, go to the Display Type option,
    1. Enable – Admins’ Choice 
    2. Enable – User’s Choice
  6. Choose Enable – User’s Choice from the dropdown menu.
  7. You can also set custom text for recurring donations in the Recurring Text option. The default text is: Enter Donation Recurring.
  8. Click on the Update button to save changes.

Front-end screenshots

  • Once done, click on the Donate button.

NOTE: Payment gateways like PayPal, Stripe, etc., should be activated when receiving recurring payments. 

  • The user would be redirected to the Checkout page.
  • The user will enter the required credentials.
  • The user can view the recurring payments cycles in the Recurring totals section.
  • The user will click on the Sign up now button.

Subscription tab ↑ Back to top

  1. The Admin would go to the Admin Dashboard WooCommerce Subscriptions.
  2. Click on the subscription number in the Subscription column.
  3. In the image below, #400 is the subscription number.
  4. Click on the subscriptions.
  5. When you’re on the Edit Subscription page, a Schedule section will show the details of the Next Payment, End Date, and the Time zone on the right side of the page.

Display donation product on shop/product page ↑ Back to top

Enable the following options if you want to show donations as a ‘Product’ on the ‘Shop’ Page and ‘Single Product’ Page:

  • Display product single page
  • Display product shop page

Note: If the ‘single product page’ option is disabled, the product shop page option will not work.

Front-end screenshot of Single Product Page

Front-end screenshots

Round-off Donation ↑ Back to top

Setting up a Round-off Donation campaign ↑ Back to top

The Round-off Donation feature gives your customers the power to round off their final payment value to the closest round number. 

If the product’s price is in rational value, a pop-up message will appear asking the customer to donate the round-off amount to any campaign of the user’s choice. Users can skip this process if they don’t want to round off the value.

How to enable the round-off donation option?

  • Select the campaign for ‘Roundoff Donation.’ A Roundoff campaign must be different from checkout or cart donation campaigns; otherwise, transactions will not be performed.
  • Type the text that you want to display on the roundoff popup message.
  • Enter the text for the cancel button.

Round-off Multiplier ↑ Back to top

Let’s suppose your customer is purchasing a product for $25 and donating an amount of $2.5 for any listed or specified donation product. The round-off multiplier will ask the customer to settle the final payment at $ 28.

How does the Round-off Multiplier work?

Round off Multiplier (number should be greater than 0. If empty or other value than an integer. Then it will be considered as 1)

For example: suppose if you input the value $8, your cart total will be reached to the nearest number, which will be divisible by 8.

  • Cart Total: $27.35
  • Round off multiplier: 8
  • Now, after 27, your next number, which will be divisible by 8, is 32
  • So, 32 – 27.35 = 4.65

Your donation will be $4.65.

**Note Round off will work only if your cart total is in decimal. If there are whole numbers in the cart and checkout page, then round-off functionality will ignore the whole numbers.

Front-end screenshots

Donation Goal ↑ Back to top

Donation for WooCommerce’s Goal feature helps you monitor the number of donations collected for a specific campaign and gives you the capability to display these targets to your customers. 

Your donation goal can be defined, measured, and displayed in many ways, including the total amount collected, percentage completed, number of donations received, number of days left, and unique donor count. 

  • Display a progress bar to show the collected donation amount in currency value; 
  • Display the goal progress bar’s value in percentage;
  • Define and display the number of donations your campaign should collect before closing;
  • Define and display the number of days left in your donation campaign;  
  • Display a unique donor count on your goal’s progress bar.

Setting up an amount-based donation goal ↑ Back to top

  1. Go to WC-Donation > All Campaigns, then edit or create a campaign.
  2. Go to the Donation Goal tab.
  3. Enable Donation Goal to display on the front-end.
  4. Select Goal Type: Amount Raised.
  5. Enter the Goal Amount.

Front-end Screenshots

**Note: Donation Goal feature is not compatible with Round-off donation. To use the Round -off donation option, you need to disable the Donation Goal feature.

Setting up a percentage-based donation goal ↑ Back to top

In this feature, the donation goal is based on a fixed amount, showing the donated amount in percentage below the donation box.

Admin would be able to set Donation Goal amount from Campaign settings. Once the donation amount reaches the desired amount, the goal will be achieved and show the progress bar in Percentage (%).

Steps to set up a percentage-based donation goal

  1. Go to WC-Donation > All Campaigns, then edit or create a campaign.
  2. Go to the Donation Goal tab.
  3. Enable Donation Goal to display on the front-end.
  4. Select Goal Type: Percentage Raised.
  5. Enter the Goal Amount.

Front-end screenshots

Setting up donation goal based on no. of donations ↑ Back to top

In the number of donations goal, donations count on behalf of the number of donations donated by donors as well the goal progress bar will increase with every donation. Let’s say the admin sets No. of Donations: 5, so whenever a donor donates the donations 5 times, the donation goal will be achieved.

Steps to set up donation goal based on no. of donations

  1. Go to WC-Donation > All Campaigns, then edit or create a campaign.
  2. Go to the Donation Goal tab.
  3. Enable Donation Goal to display on the front-end.
  4. Select Goal Type: no. of donations.
  5. Enter the Goal Amount.

Front-end screenshots

Setting up donation goal based on number of days ↑ Back to top

The number of Days donation goals will show until the selected dates chosen by the admin. Admin would be able to select the last date of Goal from Campaign settings once the date expires Goal will be achieved.

Steps to set up donation goal based on number of days

  1. Go to WC-Donation > All Campaigns, then edit or create a campaign
  2. Go to the Donation Goal tab
  3. Enable Donation Goal to display on the front-end
  4. Select Goal Type: Number of Days
  5. Select or enter Date

Front-End View

Display unique donor count ↑ Back to top

Display unique donor counts the number of unique donors in numbers. It counts the numbers of donations donated by different usernames, so if someone donates with the same username multiple times, it will count them as one. 

Steps to display unique donor count

  1. Go to WC-Donation > All Campaigns, then edit or create a campaign
  2. Go to the Donation Goal tab
  3. Scroll down & Enable the Display donor count option

Front-end screenshots

Setting up a success message ↑ Back to top

In this feature, when the donation goal is achieved, the donation form (donation box) automatically closes and displays a thank you message. The admin would be able to set a custom message to show the customers.

Steps to set up a success message

  1. Go to WC-Donation > All Campaigns, then edit or create a campaign
  2. Go to the Donation Goal tab
  3. Scroll down & Enable the Close Form checkbox
  4. Enter a custom message to display when the goal is achieved

Front-end screenshots

Count of total donations 

Count of total donations received 

Only orders with status Processing or Complete will be counted as a total donation received if there is any donation product in them. The Total Donation, Total Amount & Total Donor will not count on Canceled & on-hold orders.

On the campaign list, the admin will be able to see the total no. of donations against each campaign along with its total amount.

Order status: Complete ↑ Back to top

  1. Go to the Admin Dashboard WooCommerce Orders.
  2. Orders with the status Completed will be counted as a total donation if there is any donation product in them.

Order status: Processing ↑ Back to top

  1. The Admin would go to the Admin Dashboard WooCommerce Orders.
  2. Orders with the status Processing will be counted as a total donation if there is any donation product in them.

Front-end screenshots – Complete and Processing

Order status: On-Hold ↑ Back to top

  1. The Admin would go to the Admin Dashboard WooCommerce Orders.
  2. Orders with the status On Hold will reduce the donation goal.

Order status: Cancelled ↑ Back to top

  1. The Admin would go to the Admin Dashboard WooCommerce Orders.
  2. Orders with the status on Cancelled will reduce the donation goal.

Front-end screenshots – On-Hold and Cancelled

Donation Widget Settings ↑ Back to top

Setting up the donation widget ↑ Back to top

  1. Go to ‘Appearance’ Tab
  2. Select ‘Widgets’
  3. Select ‘WC Donation’ dropdown and set the place where you want to place the widget form
  4. Click on ‘Add Widget
    1. Note: Widget will fetch all the campaign details from backend settings that had configured by admin against each campaign
  5. Finally, go to ‘Sidebar Menu.
  6. Give the ‘Widget’ a title
  7. Select ‘Campaign’ from the dropdown menu
  8. Click Save.

Front-end screenshots

Donation widget – front-end functionality ↑ Back to top

  • Customers will go to the ‘Shop’ page
  • Add any product in ‘Cart.’
  • Customers can donate from the Customerscart
  • Customer can donate on the checkout page.
  • Upon proceeding towards checkout, If the amount is in decimal, a pop-up will appear automatically adjusting the value to round off the overall sum. Customers can either donate or skip it.
  • Thus, an order has been placed with the roundoff amount.
  • Donations can be placed from the widget at the front-end
  • Donation can be made from the donation page.

Donation Cause, Gift Aid & Tribute ↑ Back to top

Setting up a donation cause ↑ Back to top

Donation causes refer to the principles a charity stands for. We have a list of Charities in a dropdown from which to choose after selecting the donation amount. In other words, we would first select the charity amount, and then we would have an option to select from a list of charities in a dropdown.

How to set up a donation cause?

  1. Go to Admin Dashboard WC Donation → All Campaigns.
  2. All the donation campaigns are present on this page.
  3. Click on the Edit ( 🖉 ) sign in the Actions column.
  4. Go to the Donation Cause section.
  5. Select the Enable radio button. 
  6. Enter the Cause Name and Cause Description.
  7. Select the Cause Thumbnail.
  8. Once done, click on the Save button to save the donation cause.
  9. Click on the Edit ( 🖉 ) sign to edit the donation cause.
  10. Click on the Update button.

Front-end screenshots

  • The Donation Cause will be visible to the user on the donation page.
  • The selected Donation Cause will also be highlighted on the Cart page.

Setting up a donation tribute ↑ Back to top

  1. Click on the Activate Plugin button.
  2. Navigate to the WordPress Admin Dashboard → WC Donation → General Settings.
  3. Now you’re on the General Setting page.
  4. Go to the bottom of the page and enable the Tributes toggle button.
  5. Once done, click on the Save Changes button.
  6. Now navigate to the Admin Dashboard WC Donation → All Campaigns.
  7. All the donation campaigns are present on the WC Donation page.
  8. Click on the Edit ( 🖉 ) sign in the Actions column.
  9. Go to the Tributes section.
  10. Click on the Add Level to add tributes.
  11. Now enter the label of your tributes.
  12. You can also delete a tribute by clicking on the Trash icon.
  13. Once done, click on the Publish/ Update button to save your changes.

Front-end impact

  • The user will visit the website and select the donation.
  • The user will select the Donation level.
  • The user will select the Tribute and then enter the name from whom the user is tributing.
  • Once done, the user will click on the Donate button.
  • The user would be redirected to the Checkout page.
  • The user will enter the required credentials.
  • Once done, the user will click on the Place Order button to complete the donation.

NOTE: Once the user is on the Checkout page, Navigate to the Cart page. We can see that the tribute is displayed under the item.

Setting up Gift Aid ↑ Back to top

  1. Navigate to the WordPress Admin Dashboard → WC Donation → General Settings.
  2. Now you’re on the General Setting page.
  3. On the General Settings page, go to the Gift Aid UK option.
  4. Enable the Gift Aid UK toggle button.
  5. Select either Visible on Cart or Visible on the .Checkout radio button.
  6. Enter the Gift Aid Title.
  7. Enter the Gift Aid Checkbox Text.
  8. Enter the Gift Aid Explanation.
  9. Enter the Gift Aid Declaration Message.
  10. Once done, click on the Save Changes button.
  11. NOTE: On the General Setting page, enable the Cart Donation and Checkout Donation toggle button, select the campaign in each option, and click on the Save Changes button.

Front-end impact

A. Visible on Cart 
  • Select the Visible on Cart radio button.
  • Click on the Save Changes button.
  • Now when the user visits the website.
  • The user will go to the Shop page and click on the Add to Cart button against any product.
  • The user will go to the Cart page.
  • On the Cart page, the user will select the Donation level.
  • The user will select the Tribute and then enter the name from whom the user is tributing. (Optional)
  • Checkmark the Claim Gift Aid checkbox.
  • Once done, the user will click on the Donate button.
  • Once the user clicks the Donate button, the cart will be updated automatically, and we can see that a donation is added to the Cart.
  • We can see that the Gift Aid is added along with the donation.
B. Visible on Checkout
  • When the Visible on Checkout radio button is selected.
  • Click on the Save Changes button.
  • Now when the user visits the website.
  • The user will go to the Shop page and click on the Add to Cart button against any product.
  • The user will go to the Cart page.
  • On the Cart page, click on the Proceed to checkout button.
  • On the Cart page, click on the Proceed to checkout button.
  • On the Checkout page, the user will select the Donation level.
  • The user will select the Tribute and then enter the name from whom the user is tributing. (Optional)
  • Checkmark the Claim Gift Aid checkbox.
  • Once done, the user will click on the Donate button.
  • Once the user clicks the Donate button, the cart will be updated automatically, and we can see that a donation is added to the Cart.

PDF and Report settings ↑ Back to top

Send donation PDF receipts with email ↑ Back to top

  1. Click on the Activate Plugin button.
  2. Navigate to the WordPress Admin Dashboard → WC Donation → General Settings.
  3. Now you’re on the General Setting page.
  4. Go to the bottom of the page and enable the Tributes toggle button.
  5. Once done, click on the Save Changes button.
  6. Now navigate to the Admin Dashboard WC Donation → Reports.|
  7. Now you’re on the Donation Reports page.
  8. All the reports of each donation with all the details are present on this page.
  9. In the Actions column, two icons are present,
    1. Email 
    2. PDF

Send donation reports via email ↑ Back to top

  1. Click the Email icon to send the report of the donation to the user.
  2. You’ll be notified when the email is sent successfully.
  3. The user will receive an email about the details of the donation and the report in PDF format.

Download donation reports in PDF ↑ Back to top

  1. Click the PDF icon to send the report of the donation to the user.
  2. The report will be downloaded in PDF format. 
  3. Click on the report to open.
  4. The report will have all the details of that individual donation.
    1. You can also filter the reports according to the options given in the dropdown menu,
      1. Today
      2. Yesterday
      3. Last 7 days
      4. Last Month
      5. Last Year
  5. Select an option from the dropdown menu, and the plugin will filter the reports accordingly.

Download CSV reports in bulk ↑ Back to top

  1. You can also download CSV Reports of your donations in bulk.
  2. Select the reports you want to download.
  3. Once done, click on the Download CSV Reports button.
  4. A CSV file would be downloaded.
  5. Click on the CSV file to open it.
  6. The CSV file will have all the details of the selected reports.

Download PDF reports in bulk ↑ Back to top

  1. Similarly, you can also download PDF Reports of your donations in bulk.
  2. Select the reports you want to download.
  3. Once done, click on the Download PDF Reports button.
  4. A PDF file would be downloaded.
  5. Click on the PDF file to open it.
  6. The PDF file will have all the details of the selected reports.

Donation report shortcode support ↑ Back to top

Enable donation reports via shortcode ↑ Back to top

  1. Navigate to  WordPress Admin Dashboard → Pages → Add New.
  2. A new page would open.
  3. Add the Title of the page.
  4. Click on the sign ➕ to add blocks.
  5. Select the Shortcode element.
  6. Now paste the shortcode [donation_reports].
  7. Click on the Publish button.
  8. Now, when the user goes to the website and the page where the shortcode was pasted.

Action: View Reports ↑ Back to top

  1. The user can view the report’s details by clicking on the View Report button in the Action column.
  2. Once done, a popup will appear with all the details of that respective report.

Action: Download PDF ↑ Back to top

  1. The user can also download the report by clicking on the Download PDF button in the Action column.
  2. The report will be downloaded in PDF format. 
  3. Click on the report to open.
  4. The report will have all the details of that individual donation.

Custom Filters ↑ Back to top

  1. The user can also view the reports of a specific duration by setting custom dates.
  2. Set the dates in the Custom section.
  3. Click on the Go button.
  4. The reports generated between the dates will be filtered.

Clear Filters ↑ Back to top

  1. Click on the Clear Filters button to clear the filters.

Export CSV – Bulk ↑ Back to top

  1. Click on the Export CSV button.
  2. Once done, a CSV file would be downloaded.
  3. Open the CSV file.
  4. It will contain all the details of all the donations of that particular user.

Download PDF – Bulk ↑ Back to top

  1. Click on the Download PDF button.
  2. Once done, a PDF file would be downloaded.
  3. Open the PDF file.
  4. It will contain all the details of all the donations of that particular user.

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