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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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!

recurring donations updated

💳 Introducing Card Updates: Fix Expired Cards Without Losing Subscriptions!

newExpired or updated credit cards are one of the biggest silent leaks in recurring fundraising. With Card Updates in the Recurring Donations extension, donors can now refresh their payment details directly—keeping their subscription, schedule, and giving history completely intact.

No canceled plans, no lost history, and zero administrative headache for your team.

What’s New:

⚡ 30-Second Self-Service: Donors get a dedicated “Update Card” button in their dashboard that opens Stripe’s secure, PCI-compliant Customer Portal to update card details instantly.

🔒 Scoped & Safe Access: Scoped exclusively to card updates by default, donors can’t accidentally cancel or alter their plans from inside the portal, keeping your webhooks and data in sync.

🤝 Admin-Assisted Support: Helping a donor on the phone? Open their secure Stripe portal in one click from your admin screen or generate a single-use update link to email them.

📋 Automatic Audit Trail: Every payment method update is recorded automatically with a timestamp in both system-wide logs and the individual donor’s profile.

Ready to protect your recurring revenue? Get the Plus or Pro plan and update Recurring Donations to 2.3.0+ and enable “Update Payment Method” under your Settings today!

Integration page builder

Divi Fans Rejoice! Native Divi 5 Campaign Progress Bar Module!

With our new native Divi 5 module, you can anchor your microsites with real-time fundraising stats directly on the visual canvas. Here’s how it works, and why it’s worth turning on today.

Create campaign updates that are VISUAL AND LIVE. You can also:

📊 Campaign Progress Bar: Drop a live progress bar into any Divi 5 layout and show goal progress in real time.

🎨 Deep styling controls: Easily customize the bar and track color, height, and radius to match your brand perfectly.

👁️ Visual Builder ready: Configure and preview everything directly on the Divi canvas as a first-class module.

🔁 Identical rendering: The same exact engine powers this module, meaning consistent design without legacy shims.

✅ Faster launches: Never leave the Divi 5 interface to configure shortcodes or guess how your goal labels will look.

Learn more here.

Integration page builder

👉🏻 New in Charitable: Native Elementor Widgets for Seamless Campaign Building

With native Elementor widgets, you design donation campaigns right alongside the rest of your page without touching code. Here’s how it works, and why it’s worth turning on today.

Create fundraising pages that are VISUAL, NATIVE, AND SHORTCODE-FREE. You can also:

⚡ Mini Donation: Add a compact, high-converting donation widget with preset amounts and full color control.

⏳ Campaign Countdown: Build urgency for a deadline-driven appeal, complete with optional confetti when the goal is hit.

📣 Donation Feed: Prove momentum by showing visitors the social proof of real people giving right now.

🏆 Donor Leaderboard: Celebrate top supporters with gold, silver, and bronze styling to spark friendly giving.

🖼️ Campaign Showcase: Feature multiple campaigns in a landing page grid or carousel, with search, filters, and badges.

Learn more here.

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