Charitable Ambassadors turns your WordPress site into a peer-to-peer fundraising platform. Instead of running one big fundraiser for your cause, you let your supporters each run their own small fundraiser for it – their friends, their network, their corner of the world. Every donation rolls up to your parent campaign. Every fundraiser gets their own page, their own goal, their own donor list.
This documentation hub covers every part of Ambassadors 3.0 – from setting up your first program in 5 minutes via the Setup Wizard, through the day-to-day Moderation and Directory workflows, all the way out to the developer reference for filters, actions, theming, and custom templates.
If you’re brand new to peer-to-peer fundraising, start with the Peer-to-Peer Concepts glossary. If you’re upgrading from Ambassadors 2.x, the Migration guide is the cheat sheet you need. If you just want to get started, run the Setup Wizard.
Getting started
- What’s new in 3.0 – release notes for the largest Ambassadors release to date.
- Setup Wizard – three completion paths get you from “freshly installed” to “ready to run a program” in minutes.
- Peer-to-Peer Concepts – the glossary: parent, fundraiser, ambassador, team, recipient.
- Migration from 2.x to 3.0 – if you’re upgrading, this is the cheat sheet.
- Permissions – who can do what across the admin and front-end.
Admin tabs
- Overview Dashboard – your program-level home screen with KPI tiles, hero chart, and top performers.
- Moderation – approve, reject, or request changes on every fundraiser submission.
- Moderation Actions deep dive – the four actions in detail.
- Directory – your full ambassador roster, verify badges, send emails, view-as.
- Directory Profile Tabs – the four tabs inside each ambassador’s profile.
- Invitations – personal invite links so your ambassadors can recruit each other.
- How Attribution Works – the click-to-credit flow explained.
- Invite Landing Page – the
[charitable_invite_landing]shortcode + template overrides. - How Invitation Data Is Stored – the custom table lifecycle.
Public-facing pages
- Submit Campaign – the 3-step submission form ambassadors fill out.
- My Campaigns – the ambassador dashboard at
/my-campaigns/. - Fundraiser Page – public-facing fundraiser pages.
- Layout Variants – the 8 built-in variants + Custom slot.
Templates and theming
- Templates Tab orientation – how to pick a Frontend Template Style.
- Theming – primary accent color,
--cap-accentCSS variable, theme override chain. - Visual Template Mode – design one campaign, apply to every fundraiser.
Features
- Sharing Networks – pick which social networks show on every fundraiser’s share popover.
- QR Codes – per-fundraiser scannable links with per-surface visibility controls.
- Embed Widget – paste a small HTML snippet on any external site to show a fundraiser’s progress.
- Notifications – the four bell-icon events.
- Email Health banner – the Overview’s “Setup Needs Attention” card.
Email templates
- Email Templates – all five transactional emails (Approved, Rejected, Needs Revision, Inviter Recruit Approved, New Campaign Requires Action).
Reference
- CSV Exports column dictionary – what’s in each CSV from each export point.
- Site Info diagnostics block – the read-only dump for support tickets.
- Hooks & filters in Ambassadors – the developer reference (curated list with deep-link to per-feature filter sets).
- Recruit Card Customization – filters and actions for the My Campaigns recruit card.
Quick recipes
A few common things you might want to do:
| Goal | Read |
|---|---|
| Set up Ambassadors for the first time | Setup Wizard |
| Switch from moderated to auto-approved submissions | Moderation |
| Let ambassadors recruit other ambassadors | Invitations |
| Pick a different fundraiser-page layout | Layout Variants |
| Change my site’s primary accent color | Theming |
| Verify trusted ambassadors | Directory |
| Hide the share popover on a specific fundraiser | Fundraiser Page > Customization examples |
| Export the donor list for an ambassador | CSV Exports > Directory Profile |
| Embed a fundraiser on a partner site | Embed Widget |
| Customize the rejection email | Email Templates > Campaign Rejected |
This documentation hub is for Charitable Ambassadors 3.0, which requires Charitable Pro 1.8.16 or later. For earlier versions, see the archived 2.x docs.
