Action Wizard

The Action Wizard is the frontend, multi-step form that supporters use to create a new fundraising page (called a “Fundation” or “action”). It runs on the auto-created Wizard page and requires no admin involvement for a typical submission. This is a free feature.

Why use this

Without the wizard, only WordPress administrators could create fundraising pages. The wizard lets any visitor, logged-in user, or guest create a page through a guided form, with automatic account creation, gallery upload, event assignment, and campaign joining all handled in one flow.

What it does

The wizard accepts a title, description, goal amount, end date, featured image, gallery images, and campaign or team assignment. On submission it:

1. Validates and sanitises all fields.
2. Creates a get_fund_action post with status active.
3. Handles account creation or guest flow depending on the auth mode setting.
4. Optionally assigns the action to an event (taxonomy term).
5. Sends one or more confirmation emails.
6. Redirects the creator to their new fundraising page.

Authentication modes

The setting get_fund_wizard_auth_mode controls how user accounts are handled:

Mode	Behaviour
allow_new (default)	Creates a WordPress account (fund_member role) for new email addresses. Existing users receive a welcome email with a password reset link.
guest	No WordPress account is created. Contact details are stored as post meta. A guest confirmation email is sent containing a claim link so the creator can claim ownership later.

In guest mode, no WordPress user account is created. Contact details are stored as _get_fund_guest_email, _get_fund_guest_first_name, _get_fund_guest_middle_name, _get_fund_guest_last_name, and _get_fund_guest_display_name.

Guest claim flow

When a guest creates an action, the plugin generates a 30-day claim token (_get_fund_claim_token) and stores an expiry timestamp (_get_fund_claim_token_expires). The claim email contains a link to the claim page with parameters get_claim_action, token, and email. Following that link lets the guest create an account and take ownership.

Gallery images

The wizard accepts multiple image uploads (gallery_images file field). Each file is validated for MIME type against the gallery settings allowed types, and the total count is capped by the max_images gallery setting. Files are uploaded via the WordPress media library and stored as an array of attachment IDs.

Event assignment

When the setting get_fund_event_creation is set to all_users, the wizard shows an event picker. The submitter can select an existing event by ID or enter a new event name (3 to 50 characters). If the name matches an existing term it is reused; otherwise a new term is created and assigned.

Category assignment

When Categories are enabled (get_fund_categories_enabled), the wizard shows a category dropdown, indented to show any nesting. Unlike events, the submitter can only select an existing category, never create one, since categories are admin-managed. The choice is stored in _get_fund_category_id.

URL structure

The action slug is generated from the title by default (original mode, free). Pro adds hash (26-character random slug) and combined (title + 15-character hash). If Pro is not active, hash and combined both fall back to original.

Featured image security

Uploaded featured images get a 24-character SHA-256-derived filename. MIME type must be image/jpeg, image/jpg, image/png, or image/webp. File size is capped at 5 MB.

How to use it

1. Go to Fundations > Settings > Pages and confirm the Wizard page is installed.
2. Link visitors to the Wizard page URL (for example, add it to your navigation menu).
3. A visitor fills in the title, description, and other fields, then clicks Submit.
4. The plugin creates the fundraising page and sends the appropriate emails.
5. The visitor is redirected to the new page.

Settings and options

Option key	Default	Description
get_fund_wizard_auth_mode	allow_new	allow_new or guest — controls account creation behaviour
get_fund_wizard_page_id	(auto)	Page ID of the wizard page
get_fund_wizard_currency_symbol	€	Currency symbol shown in goal amount field
get_fund_event_creation	admin_only	admin_only or all_users — who can assign/create events
get_fund_url_structure	original	original (free), hash (Pro), combined (Pro)
get_fund_welcome_email_enabled	true	Send welcome email on new account creation
get_fund_confirmation_email_enabled	true	Send confirmation email after creating an action
get_fund_guest_confirmation_email_enabled	true	Send guest confirmation with claim link

What you can and cannot do

You can:

• Accept gallery image uploads during action creation.
• Allow guests to create actions without registering.
• Restrict event creation to admins only.
• Override form data and meta values with filters before saving.
• Customise the post slug format (Pro required for non-original modes).

You cannot:

• Use the wizard with a classic (non-block) theme.
• Enable hash or combined URL structures without Pro.
• Allow guests to re-enable children-disabled campaigns.

Troubleshooting

Wizard page shows 404. Go to Fundations > Settings > Pages and reinstall the wizard page. Then flush permalinks at Settings > Permalinks.

Guest claim email link expired. The claim token is valid for 30 days. After expiry the creator needs to contact the site admin to transfer ownership.

Images not uploading. Check that max_images in gallery settings is greater than zero and that the file is under 5 MB and is a JPEG, PNG, or WebP.

Welcome email sent to existing users. This is expected behaviour. Existing users receive a welcome email with a password reset link so they can regain access.

Developer reference

Actions

Hook	Arguments	Description
get_fund_wizard_user_created	int $user_id, string $email, string $first_name, string $last_name	Fires after a new WordPress user is created by the wizard.
get_fund_action_created	int $post_id, array $data	Fires after the new action post is saved.

Filters

Hook	Arguments	Description
get_fund_wizard_form_data	array $data	Sanitised form data before validation.
get_fund_wizard_validation_errors	array $errors, array $data	Inject additional validation errors.
get_fund_wizard_post_data	array $post_data, array $data	Modify wp_insert_post arguments before saving.
get_fund_wizard_meta_values	array $meta_values, int $post_id, array $data	Modify meta key/value pairs before they are saved.
get_fund_wizard_allowed_image_types	array $allowed_mime_types, int $post_id	Override allowed MIME types for the featured image upload.
get_fund_wizard_upload_image	int $attachment_id, int $post_id, array $uploaded_file	Called after each image is uploaded.
get_fund_wizard_redirect_url	string $url, int $post_id	Override the post-submission redirect URL.
get_fund_wizard_campaign_query_args	array $args, string $search	Modify the WP_Query args for the campaign search.

Meta keys saved on new actions

Meta key	Description
_get_fund_amount	Goal amount
_get_fund_raised_amount	Raised amount (initialised to 0)
_get_fund_status	active
_get_fund_structure_type	individual, join_team, or create_team
_get_fund_creator_id	WordPress user ID of the creator
_get_fund_end_date	End date (YYYY-MM-DD)
_get_fund_creator_anonymous	Whether creator is shown anonymously
_get_fund_children_disabled	Prevents new child actions
_get_fund_campaign_id	Parent campaign post ID (if joining a campaign)
_get_fund_team_id	Team post ID (if joining a team)
_get_fund_guest_email	Guest email (guest mode only)
_get_fund_guest_first_name	Guest first name (guest mode only)
_get_fund_guest_middle_name	Guest middle name (guest mode only)
_get_fund_guest_last_name	Guest last name (guest mode only)
_get_fund_guest_display_name	Guest display name (guest mode only)
_get_fund_claim_token	Claim token (guest mode only)
_get_fund_claim_token_expires	Claim token expiry timestamp (guest mode only)