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 to access their information.

• Click a text box or image in your design, then click the agent detail you want to insert. That element will update with the selected information.

Update your design

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

• Select property or agent data

• The selected element is replaced with the data you choose.

Finish customizing your design as usual in Canva.

How Data Insertion Works

The Rechat Canva app does not auto-fill your entire design. Instead:

1. Click a specific text box or image frame in your design

2. Click the property or agent detail you want to insert

3. That one selected element is replaced

You control exactly what gets updated.

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 Asset 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.

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Tips & Best Practices

• Use Canva for highly custom or brand-specific designs

• Name assets clearly for easy discovery

• Organize exports into the correct categories

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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.