So let’s build your text list using these steps!
– Start by compiling a list of all the clients you want to add to your text list. You can either use your existing client list or create a new text document and start from scratch.
– Next, you’ll need to figure out which pieces of information are most important for each contact. For instance, if you were adding your mom as text contacts, the following fields would be helpful: “name,” “phone number” (in case she needs directions), and “email address” (so you can stay in touch).
– Once you have your list of fields, it’s time to start entering information! This part is easy – text or email your contacts and include the info you want to track. For example, if I wanted to add my contact info for a work meeting, I might text something like, “Hey! I look forward to talking later – text me your number and email address, so I can make sure you have all the info.” Once my contact texts or emails me back, their information is automatically added.