Documentation Tag: ambassadors

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  • 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…

  • Creator Profiles in Ambassadors Addon

    Creator Profiles give every campaign creator and fundraiser a shareable public page at /creator/your-name/, showing their avatar, bio, organization, social links, campaigns, and headline totals. Creators manage their own profile from the My Campaigns hub, and their identity now travels with them onto every fundraiser page. Available in Charitable Ambassadors 3.3.0+ (requires Charitable Pro 1.8.16 or…

  • 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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Addon New

🗒️ Custom Receipts… New Addon!

With Custom Receipts, you decide which page your donors see, on every campaign. Here’s how it works, and why it’s worth turning on today.

Create receipts that are CUSTOM TO THE DONOR OR CAMPAIGN. You can also:

📅 Year-end appeal: Reinforce the goal and invite donors to share while momentum is high.

🎗️ Memorial or tribute campaign: Give a gentle, respectful thank-you that fits the moment.

💎 Major gifts: Show a special message only to donors who give above a threshold.

🔁 Recurring growth: Invite one-time donors to become monthly supporters right on the receipt.

🌍 Global campaigns: Surface a country-specific note, like a Gift Aid reminder, only where it applies.

Learn more here.

New templates

🤩 New Beacon Campaign Templates w/ “Hero” Block!

With the new Beacon Campaign Templates for Charitable Pro, you can launch a stunning, full-width fundraising page that instantly captures visitor attention above the fold.

🔦 Above-the-Fold Impact: Lead with a full-width hero image, your logo, and your goal with a donation widget locked right on top of the banner so your ask and momentum register instantly without scrolling.

📐 Two Flexible Layouts: Choose between a structured two-column layout for side-by-side storytelling and supporting details, or a clean one-column view designed for uninterrupted long-form narratives.

⚡ All-in-One Hero Field: Powered by the new Campaign Hero field, bringing background media, live progress bars, custom donation amounts, and recurring giving tabs together into a single cohesive block that can be dropped into any layout.

🎨 Automatic Theme Matching: The hero banner and donation widget automatically inherit your campaign theme’s button and accent colors, ensuring your entire presentation stays beautifully on-brand without touching a line of CSS.

Learn more here.

donation form Feature New

📝 Donation Form Block: Embed a Working Donation Form Anywhere

With the new Donation Form Block for Charitable Pro, you can drop a fully working donation form directly onto any page or post in the WordPress block editor. No redirects, no page reloads, and zero friction between reading your story and making a contribution.

📝 Drop Forms Anywhere: Place a working form directly onto your homepage, inside a story-driven blog post, on a dedicated landing page, or within a campaign announcement.

🎯 Dynamic Campaign Binding: Easily choose a specific campaign from the block sidebar or set it to automatically bind to whichever campaign is currently being viewed.

📐 Full vs. Minimal Form Views: Switch between a full layout or a compact minimal view to perfectly fit sidebars, narrow columns, or wide landing pages.

🎨 Scoped No-Code Styling: Customize typography, container spacing, border radius, amount buttons, and accent colors independently for every form instance without touching a line of CSS.

Learn more here.

ambassadors New

👤 Creator Profiles: Put a Face to Every Peer-to-Peer Campaign

Ambassadors 3.3.0 now provies Creator Profiles — giving your supporters a permanent, shareable public home that turns one-time fundraisers into ongoing relationships.

👤 Public Creator Pages: Give every fundraiser an instant, clean landing page at /creator/their-name/ to showcase their custom avatar, bio, and a browsable grid of their campaigns.

📊 Proof of Impact: Boost donor trust by displaying site-wide milestones on the profile—like total funds raised and total donor counts.

💳 Interactive Hover Cards: When donors hover over a creator’s name on a campaign page, a compact card expands with their bio and social handles right at the moment of decision.

📍 Responsible Location Sharing: Allow creators to safely show local supporters where they are based using only city, state, and country details.

🛠️ Self-Serve Customization: Fundraisers can update their own profiles and link up to six social networks directly from the My Campaigns hub, saving you admin time.

Ready to empower your advocates? Update to Ambassadors 3.3.0 and turn on “Enable Public Creator Page” today!

Improvement Payments

📱 Turn Mobile Scrollers Into Donors: Meet Charitable’s Mollie Upgrade

Losing mobile supporters because they hate typing out long card numbers on their phones? Charitable’s updated Mollie integration features:

⚡ One-Tap Wallet Checkout: Enable donors to complete their gifts instantly using Apple Pay or Google Pay with a simple face scan, fingerprint, or tap.

💰 No Extra PCI Burden: Skip complex domain verification and security compliance since all wallet transactions run safely through Mollie’s hosted checkout.

🛠️ Custom Cancel Routing: Keep the experience predictable by automatically sending donors who back out to your cancellation page, or use developer filters to route them to a custom page.

Visit this page to learn more.

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