LogoLogo
  • Welcome
  • Daily Training Sessions
  • Downloadable Guides
  • What's New?
    • Turn Visitors Into Leads: Add a Lead Capture Form to Your Website
    • Create CMA Presentations from the Search Center
    • Post to Your Instagram Story Directly from Rechat! Craft. Click. Share.
    • Full-Service Mode: Manage Open House Registrations
    • A Simpler Navigation Experience
    • Email Drafts & Impersonation Support in Marketing Center
    • Manage Duplicate Contacts, Simplified
    • Digital Ads
    • Enhanced Account Settings
    • Admin Impersonation for Websites & Presentations
    • Websites & Presentations Have Moved!
    • New Look for New Contacts
    • Introducing โ€˜Historyโ€™
    • Fresh Deal Summary
    • Revamped Contact Profiles: Cleaner, Faster, Smarter!
    • Lucy: Your AI Assistant
    • Email Previews
    • Enhanced Placeholders
    • Rechat Marketing Studio
    • Notes on Android
    • Lead Sources & Routing
    • Today Page & Digital Business Card on Android
    • Social Post Building Blocks
    • Improved Deals Profile
    • Google News In Articles
    • Personalized Stickers
    • Holidays in Calendar
    • Refreshed Contact Cards
    • Easier-to-Use Calendar on iPhone
    • Refreshed My Designs
    • Email Quota
    • Simplified Marketing Center Navigation
    • Security Beyond Passwords
    • Pages
    • Introducing Lucy
    • Activity Feed
    • Realtor.com & Zillow Lead Integration
    • Digital Business Card
    • Forms Library
    • Filter & Scroll Contacts
    • Digital Open House on iOS
    • Celebrate Your Contacts
    • Notify Agents of Missing Docs (Admin)
    • Improved Contact Filtering
    • Unsubscribed Contacts
    • Tasks
    • Videos in Email
    • Touch Reminders
    • Email Campaigns
    • Improved Contacts
    • Post to Instagram from Rechat
    • New Navigation Menu
    • Private Forms in Deals
    • GIF Previews in Email
    • All-New Today Page
    • Rechat on iPad
    • Filtering Deals
    • Deals Archiving
    • Impersonate Agents (Admin)
    • Searching Multiple Zip Codes on iOS
    • CSV Imports
    • Marketing Center on iOS
    • Searching Multiple Zip Codes
    • Listing Link Preview on Social Posts
    • Celebrate Your Contacts
    • Filtering Deals
    • Uploading Assets (Admin)
    • Social Links in Agent Profile
    • All-New Property Searches
    • Contacts in Deals
    • Creating Deals
    • Expanded Marketing Center Options
    • Connect Multiple MLSs
    • Making Deals Visible to Admins
    • Customizing Deals (Admins)
    • Cover Photos for Accounts
    • Impersonating Agents (Admin)
    • Personal Recipient Attributes in Email
    • Fluid Text on Forms
    • Seamless Communication on Deals
    • Override Form Fields
    • YouTube & Vimeo Videos in Email
    • Notify Agents on Deals
    • Cover Photos for Accounts
    • Search Deals on iOS
    • Mailing Addresses for Deal Contacts
    • Improved Address Descriptions
    • Marketing Center Search
    • Celebrate Your Contacts
    • August 3
    • All-New Listings Page
    • Improved Flows Experience
    • Redesigned Deals Page
    • Adding Notes to Contacts
    • Simplified Account Activation
    • Board View for Contacts
    • Sharing Marketing Templates
    • Audience Confirmation
    • Property Websites
    • Simpler Deal Creation
    • Contact Tags
    • Daily Email
    • Stock Images in Marketing Center
    • Agent Profile on iOS
    • Adding Events to Calendar
    • Redesigned Listing Page
    • Improved Deals Experience
    • Agent Network
    • Improved Listing Cards
  • Self-Guided Learning
    • ๐Ÿ‘‹Intro & Account Setup
    • โšกAutomate Your Workflows
    • ๐ŸกNew Listing
    • ๐Ÿง‘New Buyer
    • ๐Ÿ–ฅ๏ธMarketing Admins
    • ๐Ÿ“ผOn-Demand Onboarding
    • ๐Ÿ“ผOn-Demand Workshops
  • Guides
    • ๐Ÿš€Getting Started
      • Sign up, Sign in
      • Multi-Factor Authentication
      • Connect to Outlook & Google
      • Upgrade to Agent
      • Add An Email Signature
      • Add Your Headshot
      • Account Settings
      • Get the Mobile Apps
      • Delete Rechat account
    • ๐Ÿ“—People
      • Contacts
        • Add Contacts
          • Outlook/Google Sync
            • Auto-Created Contacts
          • Manual Contact
          • Import a CSV Spreadsheet
          • Import Phone Contacts
          • Connect to Lead Sources
            • Realtor.com
            • Zillow
            • Union Street Media
            • Placester
          • Lead Routing
        • Organize Your Contacts
          • Tags
          • Smart Lists
          • Search
          • Managing Duplicates
        • Contact Profile Overview
        • Set Follow-Ups
        • Touch Reminders
        • Client Celebrations
      • Calendar
      • Tasks
      • Inbox
      • Rechat Daily
      • FAQ
      • Email Deliverability
    • ๐ŸŽ‰Marketing
      • Marketing Center
        • Email Marketing
          • Newsletters
          • Select a Template
          • Customize Your Email
          • Google News Articles
          • Placeholders
          • Best Practices
          • Send or Schedule
          • Email Quota
          • Campaigns
            • Creating Campaigns
        • Social Marketing
          • Social Post Building Blocks
          • Connecting to Instagram
          • Digital Ads
        • Print Marketing
      • Flows
      • Agent Network
      • Listing Marketing Dashboard
      • Websites
      • Presentations
      • Insights
        • Activity Feed
    • ๐ŸŒŽSearches & Tours
    • โœ๏ธDeals
      • Deal's Dashboard
      • Create a deal
      • Deal Profile View
      • Editing Forms In Rechat
      • Collecting eSignatures
      • Uploading & Splitting Documents
      • Messaging Back-office
      • Managing Listings & Accepting Offers
        • Manage Listing Photos
        • Order Yard Signs
        • Post Open House on MLS
        • Accepting Offers
        • Counter Offer
      • Closing Out Deals
    • ๐Ÿ”ฎLucy: Your AI Assistant
    • ๐Ÿ Open House Registrations
    • ๐Ÿ“ฑMobile Sales Machine
      • ๐ŸคณRechat On-The-Go
      • ๐Ÿ’ฌTexts for Leads & Clients
      • ๐Ÿ“ธPersonalized Stickers
  • Appendix
    • Finding Support
    • Brokerage Set Up
      • Account Settings
      • Marketing Templates
        • Template Design Guidelines
        • Understanding Studio
        • Fonts
      • Video Clip Stickers
      • Deals Customization
        • Smart Forms
      • Pages
      • Single Sign On (SS0)
      • Email Delivery
        • DNS Self-Service Setup
        • Setup DNS Records
      • Lead Capture Integration
      • Whitelisting Rechat bot in Cloudflare
      • Import Contacts
      • Connecting to your Listing Pages
      • Adoption Rate Dashboard
    • MLS Coverage
    • Integrations
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  • Rechat's Today Page
  • People Center
  • Marketing Center
  • Importing Contacts
  • Calendar & Task Management
  • Member Support

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  1. Self-Guided Learning

Intro & Account Setup

Start your journey with Rechat here! This section introduces you to the essentials, from navigating your Today Page to managing your contacts, ensuring you're set up for success right from the start.

PreviousSelf-Guided LearningNextAutomate Your Workflows

Last updated 4 months ago

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Rechat's Today Page

Discover Rechat's AI-powered ecosystem and learn how the Today Page keeps you organized and productive. From client celebrations to task management and automated marketing, see how Rechat puts the most important tools and insights right at your fingertips.

People Center

Master your contact management with Rechat's People Center. Learn how to add and organize contacts, sync with Google and Outlook, merge duplicates, apply filters, and track key details. Discover tools like automated touch reminders, celebratory eCards, and Flows to streamline your communication and nurture client relationships effortlessly.

Marketing Center

Discover the power of Rechat's Marketing Center! From creating stunning email and social media campaigns to producing custom video clips, listing presentations, and showcase websites, this tool has everything you need to promote yourself and your listings. Learn how automation and AI-driven features save you time while delivering professional, impactful marketing materials.

Importing Contacts

Learn how to effortlessly import your contacts into Rechat using a CSV file. This video walks you through the process, including automatic field mapping, manual adjustments, and finalizing your upload for seamless contact management.

Calendar & Task Management

Stay organized and productive with Rechat's Calendar and Task Management tools. Learn how to create and filter events, sync your calendar with Outlook or Gmail, and manage tasks efficiently. Keep track of important activities with reminders via email and mobile push notifications.

Member Support

Need help with Rechat? Learn how to connect with our support team via live chat on web and mobile or email us for quick assistance. Our friendly team is available weekdays from 7 am to 7 pm CT and Saturdays from 8 am to 4 pm CT to ensure you get the answers you need, fast.

Check out for an even easier import process.

๐Ÿ‘‹
Rechat's CSV Template
Rechat's Today Page
Welcome to the People Center
Welcome to the Marketing Center
Importing a CSV
Calendar & Task Management
Member Support