DOCS

User Dashboard

The user dashboard gives each fundraiser a personal overview of all their fundraising pages, including progress stats and quick links to edit or view each page. It is a free feature built into Fundations.

Why use it

Fundraisers need a single place to see all their active and past pages, check progress, and navigate to editing. The dashboard shortcode gives you a ready-made page for this without any custom development.

What it does

The shortcode [get_fund_user_dashboard] renders a card grid. Each card shows:

  • Featured image (linked to the campaign page)
  • Campaign title (linked)
  • A status badge (active, completed, pending, cancelled, or closed)
  • Progress bar with raised amount, goal amount, and percentage
  • An Edit Fundation button (only shown if the edit page is configured)
  • A View Action button

The dashboard only shows campaigns authored by the logged-in user. Visitors who are not logged in see a message asking them to log in.

The dashboard loads a maximum of 100 campaigns per user.

User dashboard overview

How to use it

For administrators: setup

  1. Create a new page in WordPress.
  2. Add the shortcode [get_fund_user_dashboard] to the page content.
  3. Publish the page.
  4. Link to this page from your navigation or account area so logged-in fundraisers can find it.
  5. To show the Edit button, make sure the edit page is configured in Fundations > Settings (see Editing Campaigns).

Shortcode attributes

You can filter or sort the dashboard by adding attributes to the shortcode:

[get_fund_user_dashboard status="active" orderby="date" order="DESC"]
AttributeDefaultDescription
status(all)Show only campaigns with this status: active, completed, pending, cancelled, closed
orderbydateWordPress orderby value for the query
orderDESCASC or DESC

Settings & options

OptionDescription
get_fund_edit_page_idControls whether the Edit button appears on dashboard cards
get_fund_exclude_tips_from_amountsWhen true, tip amounts are subtracted from the displayed raised total

What you can and cannot do

The shortcode supports filtering by campaign status and displaying multiple dashboards on the same site with different filters (for example, one page showing only active campaigns). Card stats can be extended using the get_fund_dashboard_stats filter.

There are a few fixed constraints. The shortcode always filters to the current user, so campaigns authored by other users will not appear. A single shortcode instance cannot show more than 100 campaigns. Campaigns cannot be deleted from the dashboard.

Note on currency: the currency symbol in the progress display is hard-coded as and does not read the site currency setting. If your site uses a different currency, the symbol will display incorrectly. Use the get_fund_dashboard_stats filter as a workaround, or apply a CSS/JS override.

Troubleshooting

ProblemLikely causeFix
The Edit button does not appearThe edit page option is not set in Fundations settingsSet the edit page ID in Fundations > Settings
The raised amount looks too lowTip amounts are being excludedCheck the get_fund_exclude_tips_from_amounts option in settings
No campaigns appear but I created someThe user account used in the wizard may differ from the current loginConfirm the post author of the campaign matches the current user
The dashboard shows a login messageThe current visitor is not logged inDirect users to log in before visiting this page

Developer reference

Hooks and filters

HookTypeDescription
get_fund_dashboard_query_argsfilterModify the WP_Query args used to fetch the user’s campaigns; receives array $query_args, int $user_id
get_fund_dashboard_statsfilterModify the stats shown on each card; receives array $stats, int $post_id

The $stats array shape:

KeyTypeDescription
goal_amountfloatThe fundraising goal
display_raisedfloatThe raised amount after offset and optional tip exclusion
percentagefloatProgress percentage (capped at 100)
statusstringCampaign status string

Signatures

// Show campaigns from all users (e.g. for an admin overview page)
add_filter( 'get_fund_dashboard_query_args', function( array $args, int $user_id ) {
    unset( $args['author'] );
    return $args;
}, 10, 2 );

// Override the displayed percentage
add_filter( 'get_fund_dashboard_stats', function( array $stats, int $post_id ) {
    if ( $stats['goal_amount'] > 0 ) {
        $stats['percentage'] = round( ( $stats['display_raised'] / $stats['goal_amount'] ) * 100, 1 );
    }
    return $stats;
}, 10, 2 );