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  • 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 ‘History’
    • 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
    • 👋Intro & Account Setup
    • ⚡Automate Your Workflows
    • 🏡New Listing
    • 🧑New Buyer
    • 🖥️Marketing Admins
    • 📼On-Demand Onboarding
    • 📼On-Demand Workshops
  • Guides
    • 🚀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
    • 📗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
    • 🎉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
    • 🌎Searches & Tours
    • ✍️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
    • 🔮Lucy: Your AI Assistant
    • 🏠Open House Registrations
    • 📱Mobile Sales Machine
      • 🤳Rechat On-The-Go
      • 💬Texts for Leads & Clients
      • 📸Personalized 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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On this page
  • Getting Started with Rechat
  • Marketing with Rechat: Mastering Email, Social, and Mobile Tools
  • Admin Essentials: Managing Teams and Marketing with Rechat

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  1. Self-Guided Learning

On-Demand Onboarding

If you’re eager to dive in and can’t wait for a scheduled session, this page is the perfect way to jumpstart your learning. Get up to speed quickly and start making the most of Rechat today!

PreviousMarketing AdminsNextOn-Demand Workshops

Last updated 3 months ago

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Welcome to On-Demand Onboarding, your go-to resource for mastering Rechat at your own pace. Whether you're an admin managing brokerage operations or an agent looking to enhance your marketing and client management skills, these training sessions provide the guidance you need to succeed. Each session covers essential topics with step-by-step walkthroughs, ensuring you're equipped to make the most of Rechat's powerful tools.

If you’re eager to dive in and can’t wait for a scheduled session, this page is the perfect way to jumpstart your learning.

Explore the sessions below to get started:

  • – Learn the fundamentals, from account setup to navigating key features.

  • – Master email campaigns, social media, and mobile tools to elevate your brand.

  • – Gain the skills to manage teams, campaigns, and marketing assets efficiently.

Click on a session to begin and start optimizing your Rechat experience today!

Getting Started with Rechat

This training session is designed to help you unlock the full potential of Rechat. Whether you're new to the platform or looking to enhance your experience, this webinar will guide you through every essential step. In this session you'll learn:

  • An introduction to Rechat and how it supports your business goals.

  • Accepting your invitation and setting up your account.

  • Customizing "My Settings" to suit your preferences.

  • A tour of Rechat showcasing key features and tools.

  • Adding and managing your contacts effortlessly.

  • Learning about ongoing workshops, resources, and upcoming classes to continue your journey.

This session is perfect for agents who want to streamline their workflows and enhance their productivity with Rechat.

Marketing with Rechat: Mastering Email, Social, and Mobile Tools

Take your marketing game to the next level with Rechat! In this session, we’ll explore how to leverage the platform's powerful marketing tools to elevate your brand, engage your audience, and generate leads. Prerequisite: Attend the Getting Started with Rechat session above first to ensure you're set up for success. In this session you'll learn:

  • Email Marketing: Reach your audience effortlessly using Agent Network.

  • Social Media Marketing: Create and share posts that stand out.

  • Open House Sign-In Pages: Simplify your open house process with customizable digital sign-ins.

  • Listing Websites: Impress sellers and attract buyers with ease.

  • Rechat On-The-Go: Maximize your productivity with Rechat's iOS app.

This training is designed for agents ready to grow their business through marketing strategies.

Admin Essentials: Managing Teams and Marketing with Rechat

Empower your team with the tools and knowledge to efficiently manage Rechat's platform. This session is designed for Admins who are ready to streamline operations, support their agents, and optimize marketing efforts. In this session you'll learn:

  • Team Switching: Act on behalf of agents to assist with their workflows.

  • Campaigns: Create, enroll, and gain insights into marketing campaigns.

  • Adding Marketing Assets: Organize email templates, social posts, and stories into categories for easy access.

  • Contacting Support: Learn how to get the help you need through chat, email, or your Account Manager.

This training will provide Admins with the confidence and skills to manage their teams and marketing strategies effectively.

📼
Getting Started with Rechat
Marketing with Rechat: Mastering Email, Social, and Mobile Tools
Admin Essentials: Managing Teams and Marketing with Rechat
Getting Started with Rechat
Marketing with Rechat: Mastering Email, Social, and Mobile Tools
Admin Essentials: Managing Teams and Marketing with Rechat