Canva

Design your marketing in Canva, then send it directly into Rechat’s Marketing Center as a reusable marketing asset.

This is perfect for:

• Social posts

• Flyers

• Just Listed/Just Sold graphics

• Agent branding pieces

• Custom creative that goes beyond standard templates

Once connected, Canva can automatically pull in your properties and agent info, saving you time and eliminating manual copy/paste.

---

Before You Start

Make sure you:

• Have a Canva account

• Have a Rechat account

• Know which Rechat account/brand you want to connect

---

Step 1: Install the Rechat App in Canva

1. Go to canva.com

2. Click More

3. Select Apps

4. Search for Rechat

5. Select the Rechat app

6. Click:

   • Use in new design, or

   • Use in existing design

Step 2: Connect Your Rechat Account

1. Click Connect

2. Sign into Rechat when prompted

3. Select your account/brand

4. Click Allow

Canva is now connected to Rechat.

Step 3: Design with Rechat Data in Canva

Inside your Canva design:

Open the Rechat panel

• Open Apps → Rechat

Import Agent Info

• Click Agents

• Select an agent

• Headshot and contact info will populate

Update your design

• Click any element (text, photo, etc.)

• Select agent data

• Canva replaces the content instantly

Finish customizing your design as usual in Canva.

Step 4: Export to Rechat

When your design is ready:

1. Click Export

2. Add a Label (this is the name everyone will see in Rechat)

3. Choose a Category (Social, Print, etc.)

4. Click Export to Rechat

5. Choose who should have access

6. Click Save to Marketing Center

Your design is now added to Rechat.

Step 5: Use Your Template in Rechat

Back in Rechat:

1. Go to Marketing Center

2. Open the category you selected

3. Find your new asset

4. Share just like any other Rechat asset

That’s it! Your Canva design is now fully integrated into your Rechat workflow.

---

Tips & Best Practices

• Use Canva for highly custom or brand-specific designs

• Keep text areas dynamic so property/agent info can auto-populate

• Name assets clearly for easy discovery

• Organize exports into the correct categories

---

Important: Canva exports create Assets, not Templates

Designs exported from Canva are saved to Rechat as Assets, not Templates.

What’s the difference?

• Templates → Editable inside Rechat (text, photos, layout, colors)

• Assets → Finalized designs that cannot be edited in Rechat

If you need to make changes later, simply update the design in Canva and re-export.