Greenheart Documentation

The Three Sites

Using This Manual

The manual is organized by task. Instructions such as Adding a Page are written once, because the editor works the same on every site. Anything that differs by site has a badge:

Exchange International Travel All sites

Getting Access

Each site has its own login, so you need a separate account for each site you edit. Sign in with your username or email address on the site's login page:

Need an account, or access to another site? Contact the site administrator through the Web Issue Form. Say which site or sites you need, and what you'll be working on.

Resetting Your Password

Each site has its own password, so a reset only changes the password for that site.

1. Go to the site's login page and click Lost your password? below the login form.
2. Enter your username or the email address on your account, then click Get New Password.
3. Check your email for a message with a password reset link. If it doesn't arrive within a few minutes, check your spam or junk folder.
4. Click the link in the email and enter a new password. Use a strong password: WordPress shows a strength meter as you type.
5. Click Save Password, then sign in with your new password.

If the reset email never arrives, or your account is locked, contact the site administrator through the Web Issue Form.

User Roles

What you can do on a site depends on your role. Most people will have one of these two:

Anything outside your role can be requested through the Web Issue Form.

Conventions Used

Menu paths look like Pages › Add New. Field names and values you type look like this.

Shared Across All Sites

Greenheart Exchange

Greenheart International

Greenheart Travel

The Block Editor at a Glance

The editor has three areas:

• Top toolbar: add blocks (+), undo/redo, preview, save and publish.
• Canvas: the content itself, built from blocks.
• Settings sidebar: has two tabs. The content tab (Page, Post, Program and so on) holds the status, featured image, excerpt and filters. The Block tab holds settings for the block you've selected.

Adding a Page

1. In the admin menu, go to Pages › Add New.
2. Enter a title.
3. Add content with blocks. Start with a Greenheart Section block to get the standard page layout.
4. To nest the page under another one, choose a Parent in the sidebar.
5. Click Save draft, then Preview to check it.
6. When it's ready, follow Publishing & Scheduling.

Adding Other Content Types

A news item, position, program or any other type is created the same way as a page:

1. Find the type in the admin menu. Most are under Greenheart Content; see Content Types for where each one is.
2. Click Add New, enter a title and build the content with blocks.
3. In the sidebar, fill in the type's settings:
   • Featured image: used in listings and cards
   • Excerpt: the short summary shown in listings
   • Filters, such as State or Industry: control where the item appears in filtered lists (see Categories & Filters)
4. Save, preview and publish as usual.

Adding News Items

News items are articles about Greenheart on other websites. Each one has its News Source set to In the News, chosen in the sidebar the same way you'd pick a category. It also needs a News Link to the article before you can publish it. For Greenheart's own announcements, add a Press Release instead.

Adding an "In the News" item

1. Go to Greenheart Content › Press and click New.
2. Add the title and any other details as usual.
3. In the sidebar, open News Source and check In the News.
4. The News Link box appears. Paste the full address of the article, for example https://www.example.com/story-about-us.
5. Click Publish.

What you'll see in the editor

• The News Link box only shows for "In the News" items. If In the News isn't checked, the box is hidden.
• A yellow warning bar stays at the top of the editor while the link is missing or doesn't look like a web address. It goes away once you enter a valid link.
• You can still save drafts without a link and add it later. The link is only required to publish.
• Publishing without a link shows an error, and the item stays a draft.
• On items that are already live, the Update button is greyed out until the link is fixed, so a published item can't be saved without one.

What counts as a valid link

A complete web address that starts with http:// or https://.

Troubleshooting

"In the News items need a News Link (a full https:// URL) before they can be published."

Check that the News Link box has a full address starting with https://, with no spaces before or after it.

I don't see "In the News" under News Source.

The "In the News" option (with the slug news) hasn't been set up on the site yet. Until it exists, the link isn't required. Ask the site administrator to add it through the Web Issue Form.

The Update button is greyed out on an item that's already published.

The item is marked In the News but has no valid link. Add the link, or uncheck In the News if it doesn't apply.

Working with Blocks

To add a block, click + and search by name, or type / followed by the block name in an empty paragraph. To move a block, use the arrows in its toolbar or drag its handle. The List View button in the top toolbar shows the page's block structure, which is useful for selecting blocks nested inside other blocks.

Each site has its own set of Greenheart blocks. If a block mentioned in this manual isn't in the inserter, check the block availability table; that block may not exist on your site.

Images & Media

Upload a new image, or choose one from the Media Library, in any block that has an image field. Always fill in Alt text so that people using screen readers know what the image shows.

Choosing and sizing images

When you upload an image, the site automatically makes several smaller copies of it. Each block picks the copy it needs and crops it to fit. You don't need to make a separate image for every place it appears. Just upload one good image:

• Pick the right orientation. Use a landscape (wide) image where the block shows a wide image, and a square or portrait image for cards and profiles.
• Keep the subject near the middle. Blocks crop from the edges, so keep the important part away from the sides. For square crops, keep faces toward the top.
• Upload at least 900px on the shorter side, so cards and squares stay sharp.
• Upload no more than 2000px on the longer side. Resize larger photos (straight from a camera or phone, for example) before uploading. Bigger files make uploads slow and fill up the Media Library without looking any better.

File types

JPG, PNG, WebP and GIF are all fine.

Categories & Filters

Many content types have filters, such as State for Teach USA Positions or Where for Travel programs. Filters control where content appears in filtered listings and search, so fill in every filter that applies before you publish.

Publishing & Scheduling

Click Publish to make content live right away. To publish later, change the publish date in the sidebar, then click Schedule.

Revisions & Restoring

For content types that keep revisions, every save stores a copy. Open Revisions in the sidebar to compare versions or restore an earlier one.

Block Availability

✓ means the block is available on that site.

Layout & Structure

Cards & Calls to Action

Text, Lists & FAQs

News & Posts

People & Reviews

Programs, Positions & Jobs

These blocks list content automatically from a content type. To change what they show, edit the content items themselves and their filters.

Forms & Embeds

Using the Customizer

1. Go to Appearance › Customize. A preview of the site opens, with the settings in a panel on the left.
2. Open a panel (for example Theme Footer), then a section, and make your changes. The preview updates as you go.
3. Nothing is live until you click Publish. To leave without saving, close the Customizer with the × at the top left.

Colors

The Greenheart palette is built into the editor. Pick colors from the palette instead of entering custom values, so the site stays on brand.

Typography

Headings use Sanchez and body text uses Lato. Use heading levels in order (H2, then H3) so the page has a clear structure and is accessible.

Menus

Each site has two menus, managed under Appearance › Menus:

• Primary Menu: the main navigation in the header
• Footer Menu: the links in the footer

1. Choose the menu to edit from the Select a menu to edit dropdown, then click Select.
2. Add pages, content items or custom links from the panels on the left.
3. Drag items to reorder them. Drag an item slightly to the right to make it a sub-item.
4. Click Save Menu.

Homepage

The top of each homepage is set in the Customizer, not in the page editor.

Footer

Footer content is under Theme Footer in the Customizer. The links come from the Footer Menu.

Sidebar CTAs

Calls to action shown in page sidebars.

Customizer

Sidebars › Sidebar CTAs

Programs Landing Page

The image and subtitle on the Programs landing page.

Customizer

Programs Options › Programs Landing Page

Greenheart Brand Bar

The thin green bar across the very top of every page, with links such as Programs in U.S., Programs Abroad, Login and Donate, is the Greenheart Brand Bar. It links the Greenheart sites together and is managed centrally, not in the theme or the menus.

To request a change, use the Web Issue Form.

Forms

All three sites have Gravity Forms (Forms in the admin menu). To add a Gravity Form to a page, insert the Form block and choose the form. Beyond that, each site handles forms differently:

Tables

Tables are managed in TablePress, separately from pages. You insert a table with its block, so one table can appear on several pages.

Redirects

A redirect automatically sends visitors from an old web address to a new one, so that bookmarks, search results and links from other sites keep working.

When you need one

• You change a page's URL slug, or move it under a different parent page.
• You delete or unpublish a page that people may still link to.
• You replace an old page with a new one at a different address.

Requesting a redirect

Only administrators can add redirects for now. To request one, use the Web Issue Form and include:

• Which site
• The old address (copy it from the browser before you change or delete the page)
• The new address it should go to
• When the change will happen, so the redirect can go live at the same time

For administrators

Use a 301 (permanent) redirect unless the change is temporary. On International, use Redirection, not Simple 301 Redirects.

Reusable Patterns

To reuse a group of blocks on other pages, select the blocks and save them as a pattern.

Before You Report

• Refresh the page, or try a private/incognito window.
• Check whether the problem happens in another browser.
• Check the block availability table to make sure the feature exists on that site.

How to Submit

Report website issues through the Web Issue Form. It goes straight to the site administrator. Use one form per issue, and include the details listed under What to Include.

The same form is used for account and login problems; see Getting Access.

What to Include

• Which site (Exchange, International or Travel) and the page URL
• What you expected to happen, and what happened instead
• Steps to reproduce the problem
• A screenshot, and your browser and device

How to Request

Describe the problem you're trying to solve, who it would help, and which site or sites it applies to. If a block exists on one site and you'd like it on another, mention that; it's usually a smaller request than a new block.

Submit your idea through the Feature Request Form. Use one form per request.

What Happens Next

Requests are reviewed and prioritized by impact and effort. You'll hear back on whether and when the feature is planned.