Requires: Charitable Pro 1.8.16+ Charitable Ambassadors 3.1.0+

A team in Charitable Ambassadors is a group of fundraisers working together toward a shared goal under a single captain. The captain runs the team page; members create their own personal fundraisers that roll up under the team’s totals. Donors can give to a member directly, to the team as a whole, or both.

Teams are the natural unit for marathons, walkathons, school-by-school fundraisers, faith-community pledges, and any other peer-to-peer model where supporters self-organise into groups. Charitable Ambassadors 3.1 gives admins a full management surface for teams (list, profile drill-in, captain transfers, member email) and gives donors a clean Team Members section on every team campaign page.

When you’d use teams

• Running a marathon or walkathon where supporters form teams (by company, by school, by friend-group) and want a team page they can share.
• Letting a school or church coordinate under one umbrella, with each classroom or small group running its own sub-fundraiser.
• Setting up a corporate match drive where each department captains a team and competes for the highest total.
• Anywhere you need a “leaderboard of groups, not individuals” – teams aggregate naturally where individual fundraisers don’t.

The mental model

Teams sit on top of the existing Ambassadors parent / fundraiser structure:

• A parent campaign is the umbrella cause (e.g. “2026 Spring Marathon”).
• A team campaign is one team under that parent (e.g. “Team Acme Corp”). The team has a captain.
• A member fundraiser is one person’s individual page under the team (e.g. “Sarah’s Spring Marathon page”). Sarah is a member of Team Acme Corp.

Donations to Sarah’s page count toward Sarah, toward Team Acme Corp’s total, and toward the 2026 Spring Marathon overall. The math rolls up automatically through Charitable’s existing parent / child aggregation – teams don’t introduce a new accounting layer.

Admin – the Teams list

WordPress Admin > Charitable > Ambassadors > Directory > Teams

The Directory tab now has a sub-nav with two views: Ambassadors (the existing list of individual fundraisers) and Teams (this new view). The Teams view is structured exactly like the Ambassadors view so the muscle memory carries over.

The list shows one row per team with these columns:

Columna	What it shows
Team	Team name, with a coloured “Team” chip. Click to drill into the team profile.
Captain	The captain’s display name with a small avatar. If the team has no captain assigned, you’ll see “No captain” in italics.
Parent campaign	The parent campaign this team rolls up to. Click to open the parent.
Members	The number of member fundraisers in this team.
Recaudado	Total raised across the team (captain + all members).
Last activity	Date of the most recent donation to anyone on the team.
Estado	“Active” or “Archived”.

Filtros

Above the list, four view shortcuts (All / Active / Archived / Invite only) and a search box. The Filter button opens a modal for more granular filtering:

Filtro	Options
Archived	Any / Yes / No
Invite-only	Any / Yes / No
Parent campaign	Pick from your campaigns
Captain	Free-text search across captain name + email
Created from / to	Intervalo de fechas

Search and filters compose – applying a filter, then searching, narrows the result set further.

Bulk actions

Select rows with the checkbox column, then use the bulk dropdown:

• Archive selected – flips the archived flag. Archived teams stop showing on listing pages but keep all their data; they remain searchable and can be unarchived later.
• Unarchive selected – the reverse.
• Move to Trash – sends the team campaign post to the WP trash. Member fundraisers are unaffected.
• Export selected as CSV – streams a CSV of just the selected rows.

The full list can also be exported via the Export button in the toolbar. The CSV is formula-injection safe.

Admin – the Team profile

Click any team name in the list to drill into the team profile. The profile is a single page with a hero strip on top and four sub-tabs underneath: Overview, Members, Donations, Settings.

Hero strip

The hero strip surfaces the team’s identity at a glance: team name, captain (linked to the Ambassador profile if the captain matched a WP user), parent campaign (linked), created date, and member count. A “Captained by [name]” badge is also shown on the captain’s own Ambassador Directory profile, so you can navigate from a person to all the teams they captain.

Sub-tabs

Sub-tab	What’s there
Visión general	KPIs (raised, donors, donations, average) scoped to this team only. A chart showing donation velocity over the team’s lifetime.
Members	The list of member fundraisers, with raised totals, last-donation date, last-contacted date, and per-row actions (remove member, resend invite).
Donaciones	Every donation that rolled up to this team, filterable by date range and status, with CSV export.
Configuración	The same form you’d see in the team campaign meta-box on the post-edit screen, embedded here for convenience. Includes the invite-only toggle, internal admin notes field, and Replace Captain control.

Each sub-tab loads its content lazily – the data isn’t fetched until you click the tab. This keeps the initial profile render fast even on teams with hundreds of members or donations.

Replace Captain workflow

Captains change. Someone steps back, someone steps up. The Replace Captain control on the Settings sub-tab (and inside the post-edit Team Settings meta-box) opens a picker that surfaces eligible team members.

How it works:

1. The picker shows every active member of this team. You can search by name or email.
2. Pick a new captain and confirm.
3. The previous captain is demoted to a regular member (their fundraiser stays intact).
4. The new captain inherits the team page ownership.
5. The change is logged to the team’s audit trail.

The picker only offers members who are already on the team – it’s not a way to add a new person and immediately make them captain. To do that, invite them as a member first, then promote.

Send Email modal (team members)

The Members sub-tab and the per-row actions both expose a Send Email button. Clicking it opens a modal that lets the admin send a templated email to one or more team members, with smart tags substituted server-side. If your site’s wp_mail isn’t configured for outbound delivery, the modal falls back to a mailto: link that opens the admin’s own mail client with the body pre-filled.

The Members panel also shows a Last contacted date on each row so you can see at a glance who you’ve already emailed and who you haven’t.

Per-team “invite only” toggle

Some teams should be open-join (anyone can sign up as a member); some should be invite-only (the captain selects who can join). The Settings sub-tab has an Invite only toggle that flips this. When invite-only is on:

• The frontend Team Members section hides the join CTA.
• New signups via the parent campaign’s submit-fundraiser flow can’t pick this team.
• The team can still be joined via direct invite links.

Internal admin notes

The Settings sub-tab has an Internal admin notes field – a rich-text area visible only to admins. Useful for context like “captain is a board member, prioritise responses” or “team raised $50k last year, treat as VIP.” Notes never appear on the frontend.

Frontend – the Team Members section

On the public side, every team campaign page now renders a Team Members section below the main campaign body. This is what donors and prospective members see when they visit a team page.

The section has three parts:

Part	What it shows
Team-wide progress bar	The team’s combined raised total against the team’s goal. This rolls up captain + all members.
Member cards	One card per member fundraiser – member photo, name, raised total, progress bar, and a link to their individual page.
Join CTA	A “Join this team” button that takes visitors to the parent campaign’s submit-fundraiser flow with this team pre-selected. Hidden when the team is invite-only.

Donors can give directly to a member by clicking their card, or to the team as a whole through the main donate button on the team page itself. Either path counts toward the team’s total.

Enhanced vs Visual mode

The Team Members section works in both Enhanced and Visual template modes – it’s not tied to a particular layout variant. The styling adapts:

• Enhanced mode uses a standard card grid that matches the chosen layout variant (classic, story-forward, rally, etc.).
• Visual mode inherits the configured template campaign’s styling. Card spacing, typography, and accent colors all flow from the same source as the rest of the fundraiser page.

Identity row on team campaign pages

Team campaign pages also get an identity row above the donate button that names the captain and the parent campaign as quick links. This gives visitors immediate context: “Captained by Sarah Lee, part of the 2026 Spring Marathon.”

Consejos

• Seed your first team before launching the program. Create one team, captain it yourself, invite 2-3 colleagues as members, and walk through the donor-facing flow once. Catching the “is the join CTA visible?” or “is the progress bar rolling up correctly?” question now saves a support ticket later.
• Set invite-only thoughtfully. Open-join is the right default for most public marathons. Invite-only fits corporate, school, or friend-group contexts where you want the captain to curate the membership.
• Use the Send Email modal sparingly. A blast to every team member every week feels like spam. Use it for genuine milestones (kickoff, midpoint, final push, thank-you-for-finishing).
• Archive at the end of a season. Don’t trash teams once the marathon’s over – archive them. You keep the historical data, the captain and members keep their public pages, and you can unarchive next year if the same team wants to run again.
• Check the Last contacted column before sending. If you’ve already emailed this team this week, the Last contacted column will tell you. Avoid the double-tap.

Migration from earlier versions

If you ran an Ambassadors site on 3.0 before upgrading to 3.1, your existing team campaigns continue to work exactly as before. The new Teams admin surfaces just expose what was already in the database with a proper UI. No data migration is required. The first time you visit Directory > Teams after upgrading, the list populates from your existing team campaign posts.

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Developer reference

Capability gates

Acción	Capability required
View Teams list and team profile	manage_charitable_settings
Archive / unarchive / trash a team	manage_charitable_settings
Replace a team’s captain	manage_charitable_settings
Send Email to a team member	manage_charitable_settings
Edit a team’s settings	manage_charitable_settings

The same capability gates every admin Teams action. There are no new capabilities introduced – if a user can manage Charitable settings, they can manage teams.

Filtros

Filtro	Predeterminado	Propósito
charitable_ambassadors_team_section_include_self	verdadero	Whether the viewing fundraiser’s own card appears in the Team Members section. Filter to false to hide their own card when they land on their own fundraiser page.
charitable_ambassadors_team_section_show_join_cta	verdadero	Whether the Join CTA button renders. Forced to false when the team is invite-only.
charitable_ambassadors_team_section_show_progress_bar	verdadero	Whether the team-wide progress bar renders.
charitable_ambassadors_team_section_member_card_per_row	3	Number of member cards per row in the grid.
charitable_ambassadors_team_section_member_order	'raised_desc'	Sort order for member cards. Options: raised_desc, raised_asc, name_asc, name_desc, recent_first.
charitable_ambassadors_teams_list_per_page	20	Page size for the Teams admin list.
charitable_ambassadors_teams_export_columns	array	Columns included in the Teams CSV export.

Acciones

Acción	Se dispara cuando	Args
charitable_ambassadors_team_captain_replaced	Admin replaces a team’s captain via the picker.	$team_id, $old_captain_id, $new_captain_id
charitable_ambassadors_team_archived	Team is archived (single or bulk).	$team_id, $archived_by
charitable_ambassadors_team_unarchived	Team is unarchived.	$team_id, $unarchived_by
charitable_ambassadors_team_member_email_sent	Send Email modal sends an email to a team member.	$team_id, $member_id, $subject, $body

Classes and database

Symbol	Role
Charitable_Ambassadors_Team	The team domain object. Backed by the wp_charitable_teams custom table for team-specific metadata (captain ID, invite-only flag, archive flag) and by the team’s WordPress post for everything else.
Charitable_Teams_DB	Custom-table accessor for wp_charitable_teams. Created on plugin activation; safe to rebuild via the Site Health checks.
Charitable_Team_Members_DB	Custom-table accessor for wp_charitable_team_members. Tracks the team membership join + invitation states.
Charitable_Ambassadors_Directory_Teams_Data	Read model for the Teams list view. Owns the search + filter SQL.
Charitable_Ambassadors_Directory_Teams_List_Table	The WP_List_Table subclass that renders the admin list.
Charitable_Ambassadors_Directory_Teams_Profile	The team profile drill-in. Dispatches the four sub-tabs and handles lazy AJAX loading.
Charitable_Ambassadors_Team_Meta_Box	Renders the Team Settings meta-box on the post-edit screen, shared with the Settings sub-tab on the profile.
Charitable_Ambassadors_Team_Settings_Ajax	AJAX endpoint for the meta-box save + Replace Captain workflow.
Charitable_Ambassadors_Teams_Export_CSV	Streamed CSV export for the Teams list and team profile Members panel.

AJAX endpoints

Acción	Propósito
wp_ajax_charitable_ambassadors_teams_archive_toggle	Archive / unarchive a single team.
wp_ajax_charitable_ambassadors_teams_bulk_archive	Bulk archive / unarchive / trash.
wp_ajax_charitable_ambassadors_teams_export_csv	Stream a CSV of the filtered teams.
wp_ajax_charitable_ambassadors_team_replace_captain	Replace the captain of a single team.
wp_ajax_charitable_ambassadors_team_member_remove	Remove a member fundraiser from a team.
wp_ajax_charitable_ambassadors_team_member_resend_invite	Resend the invite email to a pending member.
wp_ajax_charitable_ambassadors_team_member_send_email	Send a one-off email to a team member via the modal.
wp_ajax_charitable_ambassadors_team_profile_panel	Lazy-load a sub-tab’s content (Overview / Members / Donations / Settings).

All endpoints check current_user_can( 'manage_charitable_settings' ) and verify a per-action nonce. Bulk and per-row mutations are also logged to the team’s audit trail.

Template overrides

To customise the frontend Team Members section from your theme:

your-theme/charitable-pro/charitable-ambassadors/team-members/team-members-section.php
your-theme/charitable-pro/charitable-ambassadors/team-members/team-members-section-compact.php
your-theme/charitable-pro/charitable-ambassadors/team-members/member-card-enhanced.php
your-theme/charitable-pro/charitable-ambassadors/team-members/team-section-join-cta.php
your-theme/charitable-pro/charitable-ambassadors/team-members/team-section-progress-bar.php
your-theme/charitable-pro/charitable-ambassadors/campaign/identity-row-team.php

The compact variant (team-members-section-compact.php) is used inside narrow layout variants; the standard variant fills the page width.

Customization examples

Hide the join CTA across all teams:

add_filter( 'charitable_ambassadors_team_section_show_join_cta', '__return_false' );

Sort member cards alphabetically instead of by raised:

add_filter( 'charitable_ambassadors_team_section_member_order', function () {
    return 'name_asc';
} );

Show 4 member cards per row instead of 3:

add_filter( 'charitable_ambassadors_team_section_member_card_per_row', function () {
    return 4;
} );

Add a “Department” column to the Teams CSV export:

add_filter( 'charitable_ambassadors_teams_export_columns', function ( $columns ) {
    $columns['department'] = array(
        'header'   => __( 'Department', 'your-theme' ),
        'callback' => function ( $team ) {
            return (string) get_post_meta( $team->ID, '_team_department', true );
        },
    );
    return $columns;
} );

Send a Slack notification when a captain is replaced:

add_action( 'charitable_ambassadors_team_captain_replaced', function ( $team_id, $old_captain_id, $new_captain_id ) {
    $team = get_post( $team_id );
    wp_remote_post( 'https://hooks.slack.com/services/...', array(
        'body' => wp_json_encode( array(
            'text' => sprintf(
                'Captain replaced on team "%s" - was user #%d, now user #%d.',
                $team->post_title,
                $old_captain_id,
                $new_captain_id
            ),
        ) ),
    ) );
}, 10, 3 );

Relacionado

• Directory – the parent admin surface that hosts the Teams sub-tab.
• Fundraiser Page – covers the frontend rendering of all campaign types, including team campaigns.
• Submit Campaign – how ambassadors create their fundraisers; for teams, this is where members pick which team to join.
• Permissions – capability requirements for every admin action.

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Asset list (for the docs editor)

Filename	What to capture	Suggested alt text
01-teams-list.png	Directory > Teams list view, 4-6 teams visible with their captains and raised totals.	The Directory > Teams sub-tab in admin, showing a list of teams with captain, members, raised, and archive status
02-directory-subnav.png	Close-up of the Directory sub-nav showing Ambassadors / Teams tabs, Teams active.	The Directory sub-nav with Ambassadors and Teams tabs, Teams active
03-team-profile-hero.png	A team profile’s hero strip with captain link, parent link, member badges.	The team profile hero with captain link, parent campaign link, created date, and member count badges
04-replace-captain.png	The Replace Captain modal open with the member picker.	The Replace Captain modal with a searchable list of current team members
05-team-members-section-frontend.png	Frontend team campaign page showing the Team Members section with cards.	A team campaign page on the frontend, showing the Team Members section with member cards and a join CTA

Notas

These captures need:

• At least 4-6 seeded teams across at least 2 different parent campaigns.
• Each team needs a captain (a WP user matched by the email) and 3-5 member fundraisers.
• One team should be archived so the “archived” row state shows in the list.
• One team should be invite-only so the frontend capture can show that variant separately if needed.
• The data-spawner addon’s “P2P parents” seeder creates the structural skeleton; you’ll still need to manually mark a couple as teams via the campaign-type taxonomy.