Documentation Category: Peer to Peer Networking

  • Fliers and Posters

    Requires: Charitable Pro plugin 1.8.16+Pro plan and higherCharitable Ambassadors 3.4.7+ Do your fundraisers need something to hand out at a race, pin on a noticeboard or leave on a staffroom table? Charitable Ambassadors gives you 2 printables for that, and both print straight from the browser. You don’t need a design tool or a PDF…

  • 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…

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ambassadors New

🖨️ Introducing Fliers and Posters: Raise Money Away From the Screen!

A lot of peer-to-peer fundraising happens away from a screen: at the finish line of a 5K, on a school noticeboard, in an office kitchen. Charitable Ambassadors 3.4.7 adds 2 printables, a fundraiser flier carrying each fundraiser’s own story and QR code, and a recruitment poster that signs new fundraisers up. Both open as a normal web page and print straight from the browser. Why this is important:

  • 🏁 A flier for every fundraiser: Each one carries that fundraiser’s own photo, story and goal, with a QR code that opens their page rather than your main campaign.
  • 📌 A poster that recruits: It shows “Now Recruiting” above your campaign name with a large QR code that opens your sign-up form, so someone can start fundraising without waiting on a link from you.
  • 🪄 No design tool needed: Both printables render as a normal web page and print from the browser, with no PDF plugin and no designer.
  • 📄 2 flier layouts: Hand out carries the full story for giving to friends and family, and Post up carries a short hook with 5 tear-off tabs for a noticeboard.
  • 🛡️ Off until you switch it on: Fliers stay off after the update until you enable them under Charitable » Ambassadors » Other » Fliers, and only the owner or an administrator can open one.

Check out our announcement here.

Improvement Payments

💸 Introducing Tiered Rates for Fee Relief: Match the Ask to the Gift!

Fee Relief asks your donors one short question at checkout: would you like to cover the processing fee on this gift? Until now that question used a single rate for every donation on a gateway, so a $10 gift and a $500 gift were asked for the same percentage. Fee Relief 1.3.0 lets you set as many donation bands as you like, each carrying its own rate. Why this is important:

  • 🪙 Gentler on small gifts: A fixed transaction cost is a far bigger share of a $10 donation than a $500 one, so bands let you ask for less at the bottom.
  • 🎚️ As many bands as you need: Each band carries its own percentage and its own fixed amount, and the top band runs on with no upper limit.
  • 🛑 An optional ceiling: A Maximum fee field stops any donor being asked for more than a number you choose, however large the gift.
  • 🔌 Set per payment gateway: Stripe can run on four bands while Windcave and Payfast stay on a single rate, because bands belong to a gateway and not to your whole site.
  • 🛡️ Nothing changes until you say so: Your current rates stay exactly as they are until you switch Use Tiered Rates on under Charitable » Settings » Advanced » Fee Relief.

Check out our announcement here.

Donations Improvement

📊 Your Pro Dashboard Can Now Compare, Export, and Score!

Most fundraising dashboards only tell you how much you have raised. Charitable Pro 1.8.19 rebuilds the dashboard and the Reports Overview around the harder questions: whether anything is broken, whether this period beat the last one, and which single change would make the most difference today. Why this is important:

  • 📈 Every figure has a trend: Pick a period and the tiles and the chart move together, with each total shown against the previous period.
  • 🗓️ Charts that stay readable: Short ranges group donations day by day, while longer ranges group by week or month, so a full year reads as a curve instead of a flat line.
  • 🔀 Compare any 2 periods: Not just consecutive ones, so you can ask how this December did against last December. That matters because fundraising is seasonal.
  • 📤 Export the whole summary: Send the full overview out as CSV or PDF, ready for a board pack or a funder report.
  • 🎯 Score your setup for free: Have your fundraising setup scored, so the one change worth making next is the one you can see.

Check out our announcement here.

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.