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 which causes each ambassador is fundraising for. You can verify someone with one click, send them a personal email, add a brand-new ambassador without waiting for a submission, or export the whole list to a spreadsheet for your CRM.

If the Overview answers “how is the program going overall?”, the Directory answers “who are the people running it?”

When You’d Use It

The Directory is the screen you’ll come back to again and again throughout the life of your program. Here are the most common reasons:

• Onboarding new ambassadors: someone just signed up. Search their name, verify their account, send the welcome email.
• Spotting champions: sort by Raised descending to surface your top performers for personal recognition.
• Re-engaging the quiet ones: filter to Inactive and send a personal nudge.
• Spring-cleaning: bulk-delete and anonymize accounts that never produced a real fundraiser.
• Feeding your CRM: export selected rows or the whole list as a CSV.

How to Get There

Go to Charitable » Ambassadors » Directory. The page opens with every ambassador on your site listed in newest-active-first order. The column headers for Raised, Donors, and Last Activity are clickable to sort the list.

The Four List Views

A sub-nav above the table splits the ambassador list into four scopes, each with its own count badge so you can see at a glance how many people are in each group.

View	Who’s in it
All	Every ambassador, regardless of state. The default view.
Verified	Ambassadors you’ve explicitly marked as verified. The badge shows on their public-facing pages too.
Unverified	Ambassadors who haven’t been verified yet, which is the default state for new sign-ups.
Inactive	Ambassadors with no fundraising activity in the threshold window (90 days by default). Useful for finding people to re-engage.

The Columns

Every row in the list shows the same eight columns, giving you enough context to act without having to open each profile individually.

Column	What it shows
Checkbox	For bulk-selecting rows.
Name	Avatar (real Gravatar if registered, colored initials otherwise), display name, and email.
Fundraisers	How many fundraisers they’ve submitted, broken out by status (e.g. “3 published, 1 pending”).
Verified	A green check if they’re verified, dash otherwise.
Raised	Lifetime dollars raised across all their fundraisers.
Donors	Unique donor count across all their fundraisers.
Last Activity	Most recent ambassador action (submission, donation received, etc.).
Actions	Inline buttons: View Profile, Email, View As, and more.

Searching and Filtering

The search box above the table runs a simple text search across display name, email, and user_login. Below it is a row of filters you can stack together to find exactly the group you’re looking for.

Filter	What it does
Status mix	Filter to “has published fundraisers,” “has pending submissions,” or “has no fundraisers at all.” Useful for cleanup work.
Recruited	Filter to ambassadors who came in through an invite link, or those who self-signed-up.
Joined from / to	Date-range filter on the WP user’s user_registered date.
Parent campaign	Show only ambassadors who fundraised for a specific cause. Pre-fills when you click into a campaign’s Recruits sub-view from elsewhere.

Filters stack, so you can combine Verified, Recruited, and a joined date range to find exactly the cohort you need. For example, “all ambassadors who came in through Invitations this year and have already been verified.”

Acting on a Row

Each row has inline action buttons in the Actions column so you can take care of the most common tasks without opening a profile first.

Action	What it does
Profile	Opens the full ambassador profile page.
Verify / Unverify	One-click toggle. The badge appears immediately on their public-facing pages.
Send Email	Opens a modal where you can write a one-off email with smart-tag substitution.
Welcome Email	Resends the welcome email with a one-time magic-link auto-login.
View As	One-click login as that user so you can see what they see on /my-campaigns/ or any front-end page. Sets a return cookie so you can switch back to your admin session.

The Full Ambassador Profile

Click an ambassador’s name or the Profile action button to open their full profile. The profile is a multi-tab dashboard for a single ambassador, giving you a much deeper view than the list alone.

• Overview – the at-a-glance card with lifetime raised, year-to-date, donor count, donation count, verified state, and recruit count.
• Campaigns – every fundraiser this person has submitted, with status, raised, and goal.
• Donations – every donation received across all their fundraisers, with date, donor, amount, and the specific fundraiser it went to.
• Form Data – what they filled out on the submission form (name, location, bio, etc.), useful when you need to check a detail without having to ask them.

Two more tabs, Logs and Notes, ship in a future version. The partials are already on disk and can be enabled via the charitable_ambassadors_directory_profile_tabs filter. See Directory Profile Tabs for a full walkthrough of each tab.

Bulk Actions

Tick the checkboxes on multiple rows and pick a Bulk Action from the dropdown above the table to act on everyone at once. Bulk actions are capped at 50 rows per call by default to keep things fast, so for larger jobs work in batches.

Action	Use it when
Verify / Unverify	Onboarding a known batch of ambassadors at once.
Resend Welcome Email	A handful of ambassadors didn’t receive the original email, which is common after switching SMTP providers.
Export Selected to CSV	Feed your CRM, build a custom report, or hand off a roster to a marketing team.
Delete & Anonymize	GDPR-style account removal. Replaces the user’s identifying fields with anonymized data so historical donations stay attributable but their personal info is gone.

Adding an Ambassador Manually

Sometimes you want to add an ambassador without waiting for them to submit a fundraiser: migrating from another platform, honoring a personal request from a major donor who wants to fundraise, or setting up a test account. Click Add Ambassador at the top right of the page.

The form takes the same fields as the public submission form. Save, and an account is created. Tick Send welcome email to fire off the same welcome message a self-signup receives, including a magic link that logs them straight into /my-campaigns/ so they don’t have to set a password first.

Exporting

The Export CSV button at the top of the page exports the currently filtered view, whichever rows you’ve narrowed to with whichever sort order is active. If you’ve filtered to “all unverified ambassadors who joined this quarter,” that’s exactly what gets exported. For a full breakdown of what’s in each column, see CSV Exports.

Deleting and Anonymizing

There are two ways to remove an ambassador from your program, depending on whether you need to preserve the historical data or wipe it entirely.

Path	What happens
Anonymize (recommended, GDPR-friendly)	The user’s login, email, display name, first and last name, and known PII metadata are replaced with anonymized values. Their fundraisers and donation history stay intact, but the person is no longer identifiable.
Hard Delete	The WP user is deleted. Their fundraisers are re-assigned to a sentinel user named “Anonymous Ambassador” so historical donations don’t lose their parent record.

Both paths go through Charitable_Ambassadors_Directory_Delete. The sentinel user’s name and email can be customized via the charitable_ambassadors_directory_sentinel_email and charitable_ambassadors_directory_sentinel_display_name filters.

Tips Worth Keeping in Mind

A few habits that make managing the Directory a lot smoother once your program is running.

• Run a monthly cleanup pass. Filter to Inactive with zero fundraisers, then bulk-delete and anonymize. It keeps the list accurate and your data tidy.
• Treat the Verified badge as something that means something. Don’t auto-verify every signup. Reserve the badge for ambassadors you’ve actually vetted: real human, real cause, real intent to fundraise. It carries more weight when it’s used carefully.
• Use View As before replying to support requests. When an ambassador reports a confusing screen, click View As to see exactly what they’re seeing. It beats five minutes of “what does your screen show?” back-and-forth every time.
• If stats look stale, recalculate them. The Recalculate Stats action in the row menu re-runs the lifetime aggregates for a single user. There’s also a site-wide recalc button on the tools page. Both are useful after a bulk donation import.

Developer Reference

The rest of this page is for developers customizing the Directory.

Storage

Ambassador rows are standard WordPress users. The Directory adds no custom tables. The “is an ambassador” criterion is “has at least one published fundraiser, OR has the _charitable_ambassadors_directory_added_manually user-meta flag set by the Add form.”

Per-user stats (lifetime raised, donor count, last activity) are computed on the fly from donation and campaign tables, with results cached briefly per request.

Verified Flag

user_meta key: _charitable_ambassadors_verified
value:        '1' = verified, '' (empty) = not verified

Constant: Charitable_Ambassadors_Directory_Data::VERIFIED_META.

Filters

Filter	Default	Purpose
charitable_ambassadors_directory_list_columns	array of 8 columns	Add or remove columns from the list table.
charitable_ambassadors_directory_bulk_actions	array of 5 actions	Add or remove bulk actions from the dropdown.
charitable_ambassadors_directory_row_actions	array of row metas	Modify the inline row-action links. Receives $row_meta, $user_id.
charitable_ambassadors_directory_action_buttons	array of action buttons	Modify the Actions column buttons. Receives $buttons, $user_id.
charitable_ambassadors_directory_user_query_args	computed	Modify the WP_User_Query args before the list runs. Useful for excluding specific roles.
charitable_ambassadors_directory_profile_tabs	array of 4 tabs	Add or remove profile tabs. The Logs and Notes partials exist but are not enabled by default.
charitable_ambassadors_directory_form_data_extra_fields	[]	Add extra fields to the Form Data profile tab. Receives [], $user_id.
charitable_ambassadors_directory_bulk_row_cap	50	Max rows per bulk action call.
charitable_ambassadors_directory_inactive_threshold_days	90	Days of inactivity before a user appears in the Inactive view.
charitable_ambassadors_directory_welcome_ttl	24 * HOUR_IN_SECONDS	Magic-link lifetime for the welcome email auto-login.
charitable_ambassadors_directory_sentinel_email	anonymous@…	Sentinel email used when a hard-delete reassigns a deleted user’s fundraisers.
charitable_ambassadors_directory_sentinel_display_name	Anonymous Ambassador	Sentinel display name.
charitable_ambassadors_directory_anonymize_display_name	Anonymous Ambassador	Display name an anonymized user receives.
charitable_ambassadors_directory_anonymize_email_pattern	anonymous-%[email protected]	Email pattern (sprintf with user ID) for anonymized users.
charitable_ambassadors_directory_anonymize_meta_keys	array of PII keys	User-meta keys cleared on anonymize.
charitable_ambassadors_directory_csv_max_rows	10000	Cap on CSV export rows.
charitable_ambassadors_directory_csv_cell	''	Provide a custom value for an unknown column key during CSV export. Receives ('', $col, $user).
charitable_ambassadors_directory_send_email_smart_tags	array of tags	Add smart-tag substitutions to the Send Email modal.
charitable_ambassadors_directory_send_email_max_per_hour	100	Throttle on Send Email per moderator per hour.
charitable_ambassadors_directory_add_fields	computed	Modify fields shown on the Add Ambassador form.

Actions

Action	Args	Fires when
charitable_ambassadors_directory_verification_changed	$user_id, $is_verified, $moderator_id	A verify or unverify call commits.
charitable_ambassadors_directory_email_sent	$user_id, $subject, $body, $moderator_id	A Send Email modal submit lands.
charitable_ambassadors_directory_ambassador_added	$user_id, $post_data	The Add Ambassador form submit lands.
charitable_ambassadors_directory_before_anonymize	$user_id	Just before anonymization runs.
charitable_ambassadors_directory_after_anonymize	$user_id	Just after anonymization completes.
charitable_ambassadors_directory_before_hard_delete	$user_id	Just before hard delete runs.
charitable_ambassadors_directory_after_hard_delete	$user_id, $sentinel_id	After hard delete and post reassignment.

AJAX Endpoints

All on wp_ajax_ only, nonce action charitable_ambassadors_directory, capability manage_charitable_settings:

Action	Purpose
charitable_ambassadors_directory_verify_toggle	Toggle a user’s verified flag.
charitable_ambassadors_directory_send_welcome	Re-send the welcome email with a fresh magic link.
charitable_ambassadors_directory_send_email	Send a one-off email with smart-tag substitution.
charitable_ambassadors_directory_recalc_stats	Re-run lifetime aggregates for a single user.

Form-POST Handlers

URL	Purpose
admin-post.php?action=charitable_ambassadors_directory_bulk	Bulk Actions handler.
admin-post.php?action=charitable_ambassadors_directory_add_submit	Add Ambassador form submit.
admin-post.php?action=charitable_ambassadors_directory_manual_recalc	Site-wide recalc-stats button.

Magic-Link Auto-Login

The welcome email contains a one-time magic link consumed on init priority 5 via Charitable_Ambassadors_Directory::maybe_consume_magic_link(). Default lifetime is 24 hours, filterable via charitable_ambassadors_directory_welcome_ttl.

View As

The View As action signs the moderator out and signs in as the target user, with a return cookie that lets them switch back to their original session with one click. Powered by the User Switching plugin when installed. The Directory wires the View As button through to its switch_to_user_url() helper.

Capabilities

manage_charitable_settings is required for all admin operations and is granted to Administrators by default.

Customization Examples

Add a “Phone” column to the Directory list:

add_filter( 'charitable_ambassadors_directory_list_columns', function ( $cols ) {
    $cols['phone'] = __( 'Phone', 'your-textdomain' );
    return $cols;
} );

Lower the inactive threshold to 30 days:

add_filter( 'charitable_ambassadors_directory_inactive_threshold_days', function () {
    return 30;
} );

Re-enable the Logs and Notes profile tabs:

add_filter( 'charitable_ambassadors_directory_profile_tabs', function ( $tabs, $user_id ) {
    $tabs['logs']  = [ 'label' => 'Logs',  'count' => null ];
    $tabs['notes'] = [ 'label' => 'Notes', 'count' => null ];
    return $tabs;
}, 10, 2 );

Webhook your CRM whenever an ambassador is verified:

add_action( 'charitable_ambassadors_directory_verification_changed', function ( $user_id, $is_verified, $moderator_id ) {
    if ( ! $is_verified ) {
        return;
    }
    wp_remote_post( 'https://crm.example.com/hook', [
        'body' => [
            'user_id'      => $user_id,
            'verified_at'  => time(),
            'verified_by'  => $moderator_id,
        ],
    ] );
}, 10, 3 );

Extend the welcome email magic-link lifetime to 7 days:

add_filter( 'charitable_ambassadors_directory_welcome_ttl', function () {
    return 7 * DAY_IN_SECONDS;
} );

Wrapping Up

That covers everything the Directory can do for you. Whether you’re onboarding a new batch of ambassadors, tracking down someone who needs a nudge, preparing a CRM export, or doing a quarterly cleanup pass, the Directory is your go-to screen for managing the people in your program.

If you have questions or run into anything that isn’t covered here, our support team is happy to help.

You May Also Want to Read

These are the Ambassadors docs most closely connected to the Directory. Bookmark the ones relevant to how you manage your program.

• Directory Profile Tabs – a deep dive into the four tabs inside each ambassador’s profile page.
• CSV Exports – the full column dictionary for every export point, including the Directory list export.
• Invitations – understand which ambassadors came in through which invite link.
• Overview Dashboard – the Top Ambassadors widget pulls from the same underlying data.
• Hooks & filters in Ambassadors – the full developer reference.