Documentation Category: Peer to Peer Networking

  • Ambassadors: Using the Overview Dashboard

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ The Overview is your peer-to-peer fundraising program’s home screen. It’s the first page you’ll see when you open Ambassadors in your WordPress admin, and it’s designed so you can answer the questions every program manager asks themselves each morning: Instead of you running reports or piecing together donation lists,…

  • How to Use the Ambassadors Directory – Your Full Ambassador Roster

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ Managing a peer-to-peer fundraising program means staying on top of a lot of people. The Directory is where all of them live. Every person who has submitted at least one fundraiser shows up here. From one screen you can see who’s verified, who’s most active, who’s gone quiet, and…

  • How to Use the Embed Widget to Allow Ambassadors to Show Fundraisers On Any Website

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ Your ambassadors don’t fundraise in a vacuum. They write blog posts, share stories on partner sites, and build landing pages on platforms that have nothing to do with your WordPress install. The Embed Widget gives them a way to bring their fundraiser into all of those places. The Embed…

  • How Recruit Attribution Works in Charitable Ambassadors | Last-Click vs First-Click

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ When Sarah shares her invite link and Marcus signs up to fundraise, you want Sarah to get credit. Attribution is what makes that happen automatically – without Sarah having to send anyone a code, without Marcus having to remember to mention her, and without you having to keep a…

  • Customizing the Landing Page For an Invited Ambassador

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ When someone clicks an ambassador’s invite link, the first thing they see is the invite landing page. You want this page to look fanstatic and carry all the right information a new ambassador will need to know. It’s the moment of first impression: who’s asking them, which cause they’re…

  • Charitable Ambassadors: How Invitation Data Is Stored

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ The Invitations feature uses a small custom database table to store the unique tokens that power your ambassadors’ invite URLs. This page explains where that table is, when it gets created, what’s inside it, and what happens if it ever goes missing. If you’ve never thought about your site’s…

  • Ambassadors Invitations: Recruit Fundraisers with Personal Links

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ The hardest part of running a peer-to-peer fundraising program isn’t usually the donations – it’s finding new ambassadors to fundraise for you. Invitations turns that on its head: instead of you recruiting one ambassador at a time, your existing supporters do the recruiting for you. Each one gets a…

  • Ambassadors Moderation – How To Approve, Reject, or Request Changes

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ When ambassadors submit fundraisers on your site, you need a way to look them over before they go live – check the title makes sense, the goal is reasonable, the image isn’t off-brand. The Moderation tab is the single place you do that. Every fundraiser submission flows through one…

  • How to Customize The Ambassador Dashboard: My Campaigns Page

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ My Campaigns is the page each ambassador lands on after they sign in – their personal dashboard for the fundraisers they’ve created. It’s where they see how much they’ve raised, edit a fundraiser, copy a share link, recruit new ambassadors (if Invitations is on), and pop into editing mode.…

  • Ambassadors Sharing Networks – Pick Which Social Networks Show

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ Every ambassador fundraiser page has a share popover – a row of social icons your supporters tap to share the fundraiser with their network. Sharing Networks is where you pick which networks show up in that popover, and in what order. Ten networks ship with Ambassadors, and you can…

  • Submit Campaign – The Ambassador Submission Flow

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ Submit Campaign is the form your ambassadors fill out to create a fundraiser. It lives behind the [charitable_submit_campaign] shortcode and walks them through three steps: The 3.0 release introduces a card-grid step 1 that replaces the legacy select-driven flow. Same data model, much friendlier UX – the recipient becomes…

  • Ambassadors: Customizing and Styling the Fundraiser Page

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ Every ambassador fundraiser on your site has its own public page – the one their donors land on when they click the share link. The Fundraiser Page sub-tab is where you decide how that page is built: which layout variant it uses, whether the share popover is on, where…

  • Ambassadors Recruit Card Customization

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ The Recruit Fundraisers card sits at the top of an eligible ambassador’s My Campaigns page. It shows their personal invite URL, share buttons, a stats line, and a “Your Recruits” toggle – and it’s the most-customized surface in Ambassadors because every program wants to put a slightly different message…

  • How to Enable and Customize Ambassador Emails: Templates, Automation, & Settings

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ Every meaningful action in your Ambassadors program should trigger a response. When a fundraiser is approved, the ambassador needs to know right away. When someone’s application is rejected, they deserve a clear explanation. When a recruit signs up through an invite link, the person who recruited them should hear…

  • Ambassadors Visual Template Mode – Design Once, Apply To Every Fundraiser

    Requires: Charitable Pro 1.8.16+Charitable Ambassadors 3.0.0+ Visual Template Mode lets you design a single campaign using the Charitable Visual Campaign Builder – drag blocks around, set typography, place a donor wall, add a sponsor strip. Next, you can have every ambassador fundraiser inherit that design, personalized to each ambassador. It’s the difference between every fundraiser…

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Feature New

🎟️ Introducing Charitable Events: Sell Tickets Inside Your Campaigns!

Most nonprofits sell event tickets in one tool and collect donations in another, which leaves two sets of reports and a manual match at the end of the year. Charitable Events brings both together, selling tickets through the same donation forms and payment gateways you already run in Charitable. Why this is important:

  • 🎟️ Every ticket is a donation: Ticket sales run through the gateway you already use and count toward the campaign goal, with everything managed under Charitable » Events.
  • 📱 QR check-in from any phone: Each attendee gets their own QR code on the receipt, and volunteers scan at the door through a check-in link that needs no WordPress account.
  • 🧾 Receipts ready for tax time: Give each ticket type a fair market value, and Charitable puts the correct tax-deductible amount on every donor receipt.
  • 📋 Attendee details at checkout: Ask every guest for a meal choice, shirt size, or access needs, with a separate attendee record created for each ticket.
  • 🗓️ Blocks and calendars included: Three editor blocks plus Sugar Calendar and The Events Calendar support put your events where supporters already look.

Check out our announcement here.

ai New

🚀 Unleash AI Power in Charitable!

Your AI assistant can now build, edit, and manage your Charitable fundraising campaigns directly — just by asking. With Charitable Pro adding write support for the WordPress Abilities API, tools like ChatGPT, Claude, and Cursor can handle full administrative actions safely through MCP. Why this is important:

  • 🤖 Campaign creation in plain language: Prompt your assistant with a goal like “Set up a fundraiser for the shelter with a $5,000 goal”, and it builds a real draft campaign complete with suggested donation tiers.
  • 🎨 Instant donation form tweaks: Add custom fields, change button colors, or reorder elements without diving into form settings.
  • 📝 Offline gift logging: Tell your assistant about cash or check gifts, and it will match donor emails and record transactions into your history.
  • 🛡️ Safety and control by default: Write access stays strictly off until turned on in Charitable » Tools » AI MCP, keeping read-only reporting safe by default.
  • 📜 Full audit logging: Every change made by an AI assistant is tracked under Charitable » Tools » Logs, so you always know who (or what) updated your site.

Check out our announcement here.

Improvement Payments

💰 Accept Recurring Donations with Windcave and Charitable

A donor sets their gift up once on Windcave’s secure payment page, and Charitable bills every renewal after that on schedule. Why this is important:

🏦 Organizations banked in New Zealand or Australia: monthly giving on the gateway your bank already set you up with, with no second processor to onboard.
⛪ Churches taking regular tithes and offerings: congregants set their own schedule once, which is the simplest way to launch recurring church giving without a separate platform.
🌏 Groups with donors in several currencies: Windcave handles more than 20, so a supporter can give in the currency they actually hold.
📅 Operating funds rather than one-time campaigns: switch on Recurring Only mode and the one-off option disappears, so every gift to that campaign is a subscription.
🧾 Teams with no developer on staff: 3 sets of credentials pasted into a settings page, and no code anywhere.

Check out our announcement here.

automation update

⚡ Visual Automation Builder: Drag and Drop With No Code!

Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.

🧩 Many actions, one trigger: Tag a donor, send an email, add a note, and fire a webhook from a single event, dragged into any order.

✉️ Act inside Charitable: New Send Email, Tag Donor, and Add Donor Note actions run with no external service required.

🔤 Merge tags: Personalize emails and notes with live fields like {first_name}, {total}, and {campaign_name}.

🔁 Apply to existing donors: Run Tag Donor and Add Donor Note against the donors you already have.

🖥️ Canvas or Simple: Switch views anytime, and automations built before 2.3.0 keep working unchanged.

Read more here.

Integration updated

📬 Introducing Brevo for Charitable: Turn Donors into Subscribers Automatically

The moment a supporter makes a gift is when they are most engaged. With the new Brevo integration for Charitable, you can automatically turn those one-time donors into long-term subscribers without touching a single spreadsheet.

Simply collect donor consent right on your donation form and start your welcome series immediately.

What’s New:

🔄 Automated Subscriber Sync: New donors who opt in are added straight to your Brevo contact list as soon as their payment clears—no manual exports or CSV imports required.

🎯 Granular Consent & Opt-In Control: Customize your checkbox label, choose whether it defaults to checked or unchecked, or turn on Brevo double opt-in to keep your list clean and compliant.

📋 Per-Campaign List Mapping: Route supporters to your global email list or map specific campaigns to targeted Brevo lists to tailor your follow-up messaging.

⚡ 5-Minute Setup: Connect instantly by pasting your Brevo API key into the Newsletter settings, map your contact fields, and start building your email list on autopilot.

Ready to grow your mailing list? Brevo is available now starting on the Charitable Plus plan—connect your account today!