How do I access the Shaker training course?

Updated on Sep 03, 2024

The Shaker training course is offered for free and you can access it here: Shaker School

You will need to create an account with Thinkific in order to access the course, but there is no cost.

All of your users are welcome to create their own accounts and go through the course individually.

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General

FAQ 52

Organizing Deal Page Layouts
Setting up deal stages and checklists for transaction templates
How do I invite team members to my account?
How do I add or remove tags on a contact?
Adding custom fields to Shaker
How do I create roles for my team?
What is Shaker Reporting?
How do I add important dates to a deal?
If I delete a contact, will it delete the deal it is associated with?
Inviting Clients to the Shaker Portal
How do I select multiple contacts at once?
How do I move deals to different stages?
How does Deal Archiving Work?
How do I create a workflow in Shaker?
How do I create a downloadable deal report?
How do I assign Vendors and Team Members to Roles?
How do I remove a contact from a workflow?
How do I provision an SMS number in Shaker?
How do I add a photo of a property to a deal?
How do I add a note to a deal?
Managing Documents in Shaker
How can I quickly check my client's social media?
How do I send a text/SMS from Shaker?
How do I prevent automated emails from sending after a deal stage changes?
Setting up user permissions in Shaker
How do I assign or add a vendor to a deal?
How do I set up a deal timeline?
How do I update my billing information?
Creating and Resetting Shaker Passwords
Using Advanced Email Merge Fields and Recipes
How do I remove a paid seat?
How to Export a CSV of your Contacts
How do I Submit an idea to Shaker?
How do I CC other roles on an Automated Email?
How do I set what time my automated Emails and SMS send?
How do I change a deal stage from within a Deal?
How do I use field substitutions in 1-off emails?
Canceling your Shaker Account
Adding Users to my Shaker Account (Upgrade)
How do I change a deal to a different type?
Who counts as a team member? Can team members be on different plans?
Shaker Mobile Apps
How do I access the Shaker training course?
How do I create a Document Checklist?
Why am I getting an error when attempting to send an email?
How do I set individual and team goals?
What does advanced reporting offer?
How does the advanced team dashboard work?
Can I add tasks to a deal that aren't on my task lists?
How do I make a field into a hyperlink on my message templates?

Announcements 1

Registering your Brand to use 10DLC aka SMS Messaging

Integrations 10

Integrating Shaker and kvCORE
How do I connect Shaker and Zapier?
Integrating Shaker and SkySlope
Can I Integrate my MLS?
Integrating Shaker and DocuSign eSignature
Integrating Shaker with Dotloop
Integrating Shaker and DocuSign Rooms
Integrating Shaker with Realtor.com
Integrating kvCORE and Shaker
Integrating Shaker with BombBomb

Other Resources

Getting Started

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