> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/guides/marketing/marketing-center/social-marketing.md).

# Social and Video Marketing

Create, customize, download, share, schedule, or advertise social posts, stories, and videos from the Marketing Center.

Create branded social posts, stories, and videos using templates available throughout the Marketing Center.

This guide explains how to find social content, customize static and video templates, and share the completed marketing through Instagram, download, text, link, or Digital Ads.

### Find social marketing

Social marketing is available as a format across multiple Marketing Center categories.

For example, you may find social templates within:

* Brand
* Properties
* Celebrations
* Holidays
* Market Reports
* Other brokerage-provided categories

To find social marketing:

1. Select **Marketing** from the main navigation.
2. Select **Marketing** from the submenu.
3. Open the category and subcategory that match your goal.
4. Select **Social**.

Depending on the available content, you may be able to filter the results by:

* **All**
* **Posts**
* **Stories**

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FlWPUnEgJVRJSXOwdvtEB%2F2026-08-24_15-39-28.png?alt=media&amp;token=6e85f540-78f4-40c4-8d1c-a8b8281c3759" alt=""><figcaption></figcaption></figure>

Some social templates contain animation or video and display a **Video** label on their preview.

{% hint style="info" %}
**Note:** The categories, templates, and formats available in your account are determined by your brokerage. Empty categories and formats are automatically hidden.
{% endhint %}

### Find video marketing

Video templates may appear:

* Within the **Social** format
* Under the **Videos** format
* In categories such as Properties, Brand, Celebrations, or Holidays

A **Video** label identifies templates that include motion.

Select a video template to preview it, and then select **Next** to continue.

### Complete any required information

Depending on the selected template, Rechat may ask you to choose information before opening the editor.

For example:

* A property template may open **Select a Listing**.
* A Testimonial template may open **Testimonials**.
* A Market Report template may open **Select Location**.
* An administrator may be asked whether they want to schedule or send, create a reusable template, or create a Campaign.

For more information about these prompts, see **Marketing Center**.

### Customize a social design

Static social posts and stories open in the design editor.

The editor includes:

* A design canvas
* An Insert panel
* A top toolbar
* Controls for the selected element
* **Save & Share**

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2F910EHyKU7J6q9hWKBBXY%2F2026-08-24_15-40-23.png?alt=media&amp;token=8f50730f-901c-4b92-bff4-efcec3bddd11" alt=""><figcaption></figcaption></figure>

### Use the top toolbar

The top toolbar contains controls for working with the design.

#### Undo and redo

Use the arrow controls to undo or redo recent changes.

#### Adjust the zoom

Use the minus, percentage, and plus controls to change how large the design appears while you work.

Changing the zoom does not change the dimensions of the completed design.

#### Report an issue

Select **Report Issue** if you encounter a technical problem while editing the design.

#### Save and share

Select **Save & Share** when the design is complete.

Rechat opens the **Schedule or Share?** drawer with the sharing methods available for that design.

#### Close the editor

Select the **X** to exit the editor.

Review or save your work before closing to avoid losing changes that have not been completed.

### Add content

Use the Insert panel to add supported content to the design.

Available Basics may include:

* Headline 1
* Headline 2
* Headline 3
* Text
* QR Code
* Image/GIF

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FMM9SHagEIVHeGOcixUWP%2F2026-08-24_15-40-23.png?alt=media&amp;token=ed9859ce-391e-4322-bf6f-c4d31e4ba176" alt=""><figcaption></figcaption></figure>

Drag an available item from the Insert panel onto the design, and then select it to customize its settings.

The content that can be added may depend on the template and selected format.

### Edit text

Select a text element to open its formatting controls.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FQpDn660NvleBfB67HblP%2F2026-08-24_15-40-48.png?alt=media&amp;token=c55fd942-b321-4b83-83b3-c6b6f79fb126" alt=""><figcaption></figcaption></figure>

Depending on the selected text, you may be able to change:

* Font
* Font size
* Font weight
* Italic or underline formatting
* Text color
* Background color
* Alignment
* Line or paragraph formatting
* Lists
* Links
* Other supported typography settings

Use the inline toolbar for quick formatting and the right-side panel for additional settings.

{% hint style="info" icon="head-side-brain" %}
**Best practice:** Keep social copy inside the design concise. Longer descriptions, property details, and calls to action usually work better in the post caption.
{% endhint %}

### Arrange design elements

When an element is selected, the editor displays its available actions.

Depending on the item, these may include controls to:

* Reposition the element
* Change its position in front of or behind other elements
* Duplicate it
* Replace or edit its content
* Delete it

Use these controls carefully when working with a brokerage-provided template. Moving or resizing one element can affect the visual balance of the entire design.

### Edit an image

Select an image to open its available controls and image options.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FLrntPmKC13VtgS1xWNmX%2F2026-08-24_15-40-57.png?alt=media&amp;token=1ccc1a69-4728-4dce-906d-5fb249fe0ef5" alt=""><figcaption></figcaption></figure>

Depending on the template, you may be able to:

* Crop the image
* Replace the image
* Upload an image
* Drag and drop an image into the selection area
* Choose from available listing photography
* Reposition the image within the design
* Change its layer position
* Duplicate it
* Delete it

Listing templates may display photography associated with the selected property.

{% hint style="info" icon="head-side-brain" %}
**Best practice:** Choose images that fit the template’s orientation. A wide property photo may not crop naturally into a vertical Story design.
{% endhint %}

### Add or edit a QR code

Use the **QR Code** item when you want viewers to scan the design and open a supported destination.

Before sharing:

1. Confirm that the QR code uses the correct link.
2. View the completed design on another screen.
3. Scan it using a phone.
4. Confirm that it opens the intended destination.

Do not place the QR code too close to another element or make it so small that it becomes difficult to scan.

### Review the completed design

Before selecting **Save & Share**, confirm that:

* The correct template and format were selected.
* Text is accurate and readable.
* Listing information is current.
* Images are clear and properly cropped.
* Your contact and brokerage information is correct.
* Logos and required disclosures remain visible.
* Links and QR codes open the correct destinations.
* No important text or imagery is too close to an edge.
* The design is appropriate for its intended platform.

### Share a social design

Select **Save & Share** to open the **Schedule or Share?** drawer.

Available options may include:

* **Schedule or Share on Instagram**
* **Download file**
* **Text It**
* **Get Link**
* **Digital Ad**

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FyQZvmo5Yq8HTailCP8Rj%2F2026-08-24_15-41-17.png?alt=media&amp;token=c6a69e24-8aee-4266-b1b6-9f90e30e1e98" alt=""><figcaption></figcaption></figure>

The available options may depend on the design, format, connected accounts, and enabled features.

### Schedule or share on Instagram

Select **Schedule or Share on Instagram** to prepare the post for a connected Instagram account.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FHg9UpAC0XDC5U2NGGjev%2F2026-08-24_15-41-41.png?alt=media&amp;token=a695713b-bea1-4635-83c6-3c954624490c" alt=""><figcaption></figcaption></figure>

#### Before connecting Instagram

To schedule or publish directly to Instagram, you need:

* A Facebook Page
* A professional Instagram account
* The Facebook Page connected to the professional Instagram account
* Permission to authorize the connected accounts in Rechat

Personal Instagram accounts that are not configured as professional accounts cannot be used for direct scheduling and publishing.

If your Instagram account is not available—or Rechat asks you to connect or reconnect it—see [**Connecting to Instagram**](/guides/marketing/marketing-center/social-marketing/connecting-to-instagram.md).

#### Select the Instagram account

Use **Instagram Account** to confirm the connected account that should publish the content.

If the correct account is unavailable, review your connected applications and Instagram connection before continuing.

#### Write the caption

Enter or edit the **Post Caption**.

A useful caption may include:

* The purpose of the post
* Important property or market details
* A clear call to action
* Relevant hashtags
* Contact or showing information

Select **Generate Caption** when available to create suggested caption copy. Review and edit generated copy before publishing.

{% hint style="info" icon="head-side-brain" %}
**Best practice:** Treat generated copy as a draft. Verify all listing facts, prices, features, addresses, names, and claims before using it.
{% endhint %}

#### Post immediately

Select **Post** to publish the content using the selected Instagram account.

Review the account, design, and caption before posting.

#### Schedule for later

Select the **clock icon** to choose a future posting time.

Before scheduling, confirm:

* The selected Instagram account
* Date and time
* Relevant time zone
* Caption
* Hashtags
* Property status
* Any time-sensitive information

### Download the file

Select **Download file**, and then select **Download**.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FRQi0BilKdEdYwFNYv88r%2F2026-08-24_15-42-02.png?alt=media&amp;token=6e28740a-2acd-4113-a0e9-ae651b1f8d51" alt=""><figcaption></figcaption></figure>

Use the downloaded file when you want to:

* Upload it manually to another social platform
* Save it to your device
* Share it through an application not directly connected to Rechat
* Provide it to a marketing or administrative team
* Reuse it in another supported channel

The downloaded format depends on the selected marketing type.

### Text the marketing

Select **Text It** to send the completed marketing to a phone number.

1. Confirm the country code.
2. Enter the recipient’s phone number.
3. Select **Send**.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FTMbaBfSYfVRZoAsVYpAx%2F2026-08-24_15-42-08.png?alt=media&amp;token=5089f95a-1657-4c6e-a039-8b457b94de2e" alt=""><figcaption></figcaption></figure>

This is helpful when you want to:

* Send the design to yourself
* Move it to a mobile device
* Share it with a client or colleague
* Review it on a phone before publishing

Confirm that the recipient expects to receive the message before sending.

### Get a shareable link

Select **Get Link** to generate a shareable Rechat link.

Select **Copy** to copy the link.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FRBGYqsog9bbw82ZCCbWS%2F2026-08-24_15-42-14.png?alt=media&amp;token=782174c1-a285-4ad7-813b-c86e1e6f763e" alt=""><figcaption></figcaption></figure>

You can paste the link into a supported:

* Email
* Text message
* Internal communication
* Website
* Social post
* Follow-up message

When someone opens the link, they can view the completed marketing in a browser.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FL6VbTF4yJLt6fuJs3MMO%2F2026-08-24_15-42-22.png?alt=media&amp;token=51357a43-f28b-484d-90c4-5eb07f1642af" alt=""><figcaption></figcaption></figure>

### Create a Digital Ad

Select **Digital Ad** to create a paid ad from the completed design.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2F4BDQLXqLa4KEb0lzaYfk%2F2026-08-24_15-57-33.png?alt=media&amp;token=2003d5e5-464b-4dcc-bae2-1c7bfa187abd" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Download your [**Digital Ads**](https://drive.google.com/file/d/1n0Cho2sRF0Y0gg-P5WWvdOLp2Kzi1p4q/view?usp=sharing) handbook today!
{% endhint %}

#### Review the design

Confirm that the correct marketing appears in the ad preview.

#### Configure the Campaign

Use the Campaign section to control where, when, and how much the Digital Ad should run.

Available settings include:

* **Date:** Choose the Campaign duration. Rechat displays seven days by default, and the minimum duration is one day.
* **Total:** Enter the total Campaign budget. The minimum budget is $10.
* **Target:** Confirm the property or location being promoted.
* **Miles Around Listing:** Set the target radius around the listing. The minimum radius is 15 miles.
* **Audience Estimate:** Review the estimated number of people who may fall within the selected audience.
* **Connected Accounts:** Select the Facebook or Instagram advertising account that should publish the ad.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FOfB5pURNPbKB1SUSGIc1%2F2026-08-24_15-42-42.png?alt=media&amp;token=2fdd32ae-b946-49c6-ae41-fe94286cb4b2" alt=""><figcaption></figcaption></figure>

The audience estimate may change when you adjust the location, radius, budget, duration, or connected account.

{% hint style="info" %}
**Note:** Digital advertising requirements and available settings may change as the beta evolves. Review the values and requirements shown in Rechat before publishing.
{% endhint %}

#### Add the caption

Enter the copy that should accompany the ad.

Verify all property details, claims, and calls to action before publishing.

#### Review payment

Review the payment method and applicable Digital Ads terms and conditions.

The payment includes the advertising cost and applicable fees. Your card is charged after the ad is published on its scheduled date.

Confirm:

* The card being used
* The total Campaign budget
* The Campaign duration
* The scheduled start
* The target area

Select **Remove Card** if the displayed payment method should no longer be associated with Digital Ads.

{% hint style="warning" %}
**Important:** Publishing a Digital Ad creates a paid advertising Campaign. Review all Campaign and payment information before selecting **Publish**.
{% endhint %}

#### Publish the ad

After reviewing the design, Campaign settings, caption, connected account, and payment information, select **Publish**.

{% hint style="warning" %}
**Important:** Publishing a Digital Ad creates a paid advertising Campaign. Confirm the total budget, duration, target area, and payment method before publishing.
{% endhint %}

### Review Digital Ad performance

After the ad begins running, select **Insight** from the Marketing submenu to review available performance information.

Digital Ad Insights may include:

* **Leads:** People who submitted their contact information through the ad
* **Impressions:** The number of times the ad was displayed
* **Reach:** The number of unique people who saw the ad
* **Clicks:** The number of clicks the ad received
* **CTR:** The percentage of impressions that resulted in a click
* **CPC:** The average amount paid for each click
* **Status:** Whether the Campaign is scheduled, active, or finished
* **Actions:** Available controls for pausing or deleting the Campaign

Initial analytics may take several hours to populate after an ad begins running.

### Customize a video template

Video templates open in a video-specific editor.

The design is organized into a sequence of slides or scenes along a timeline. Each scene may contain motion or animation defined by the template.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2F9wVhTNtwmkq2XXiCtZU7%2F2026-08-24_15-43-13.png?alt=media&amp;token=56f6f327-d007-492a-a36f-973f4f7aaa03" alt=""><figcaption></figcaption></figure>

#### Preview the video

Select the **play button** to preview the video.

Use the timeline and scene thumbnails to move through the video and review each part.

The current playback position and total duration appear near the timeline.

#### Edit each scene

Select a scene thumbnail to review and edit the supported content within that scene.

Depending on the template, editable content may include:

* Text
* Images
* Listing photography
* Contact information
* Other supported template fields

#### Understand template restrictions

The video’s scenes, pages, motion, and animations are defined by the selected template.

You cannot:

* Add scenes or pages
* Remove scenes or pages
* Add or remove template animations
* Change the template’s underlying motion sequence

You can customize the supported content within each existing scene.

{% hint style="info" icon="comment-question" %}
**Why are these controls limited?** The scenes and animations are coordinated to produce a complete video. Changing the number or order of scenes could interrupt the template’s timing and motion.
{% endhint %}

### Add music to a video

Select **Add Sound** to open the available music library.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FygG3nBaz55UqfOmBhbjQ%2F2026-08-24_15-43-47.png?alt=media&amp;token=98f5af33-a1bd-4537-87fe-431e43f238d5" alt=""><figcaption></figcaption></figure>

Review the available tracks and select the music that best fits the tone of the video.

Consider:

* The purpose of the marketing
* The video’s pacing
* The intended audience
* The mood created by the music
* The final video duration

Preview the full video with the selected music before sharing it.

### Render the completed video

When you select **Save & Share**, Rechat prepares or renders the completed video using the template’s scenes, animations, selected images, text, and music.

Rendering may take additional time depending on the video’s length and content. Keep the window open while Rechat prepares the final video.

After rendering is complete, Rechat displays the available sharing options.

### Share a video

When the video is complete, select **Save & Share**.

The available sharing options may include:

* Instagram
* Download
* Text It
* Get Link
* Other supported destinations

Review the video from beginning to end before sharing. Confirm that each scene displays the correct text, imagery, property information, contact details, and branding.

### Where to find completed social marketing

Select **History** from the Marketing Center or Marketing submenu to return to supported social and video marketing you previously created.

The available actions depend on the item’s type and status.


---

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