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Bulk actions let you perform operations on many contacts simultaneously, saving significant time when managing large contact databases. All bulk operations can be monitored and managed in the Bulk Actions tab within the Contacts section.
Contacts selected with bulk actions toolbar visible

Select contacts in the Smart Lists tab to reveal bulk action buttons

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Quick action buttons

The Smart Lists tab includes a toolbar with quick action buttons for managing contacts efficiently.
Bulk actions toolbar menu

The full bulk actions toolbar with all available quick actions

Select contacts and click the SMS icon to compose and send bulk text messages.
Send bulk SMS option

Send bulk SMS to multiple contacts at once

Select contacts, then click Add Tag to apply tags with a single click.
Add Tag button

Add a tag to all selected contacts in one step

Select contacts, then click Export to download them as a CSV file.
Export Contacts button

Export selected contacts to a CSV file

Select contacts, then click Add to Automation to enroll them in a workflow.
Add to Automation button

Enroll selected contacts in an automation workflow

Select contacts, then click Delete Contact to remove them from your database.
Delete Contact button

Delete multiple contacts in one bulk action

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Adding a contact manually

When an SMS, call, Facebook, Instagram, GMB message, or email is received from a potential client, the system automatically adds them to your contacts. You can also add contacts manually.
1

Open the Add Contact form

In the Smart Lists tab, click the + button at the top left of the contacts page.
2

Fill in contact details

Complete the fields in the contact creation form:
  • Contact Image — upload a photo (512x512 px, under 2.5 MB) to identify the contact
  • First Name / Last Name — the contact’s full name
  • Email — primary email; click + Add Email to add additional addresses
  • Phone — primary phone; click + Add Phone Numbers to add more
  • Contact Type — assign as Lead or Customer
  • Time Zone — helps your team know the best time to reach them
  • DND — enable Do Not Disturb for all or specific channels
3

Save the contact

Click Save to add the contact, or Save and Add Another to add the contact and immediately create a new one.

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Sending bulk SMS

1

Select contacts and open Send SMS

In the Smart Lists tab, select the contacts to message. Open the More dropdown and select Send SMS.
Send SMS option in bulk actions

Select contacts and choose Send SMS from the More menu

2

Name the action and choose a sender number

Enter a name for the action (shown in tracking reports). Select the phone number to send from.
3

Compose your message

Write a message from scratch or select a pre-saved template. Use custom fields (first name, email, phone) for personalization.
SMS composer

Compose your SMS using the message editor

4

Choose a sending mode

Select how to deliver the messages:
  • Send All at Once — delivers to all selected contacts instantly
  • Send at a Scheduled Time — choose a specific date and time
  • Send in Drip Mode — sends in batches; configure Start On, Batch Quantity, Repeat After, Send On days, and an optional time window
SMS sending mode options

Choose a sending mode — immediate, scheduled, or drip

5

Send

Review your selections and click Send to queue the bulk action. Track progress in the Bulk Actions tab.

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Deleting contacts in bulk

1

Select contacts to delete

In the Smart Lists tab, check the contacts you want to remove.
Select contacts for deletion

Check contacts to select them for deletion

2

Click the trash icon

Click the Delete (trash) icon in the bulk actions toolbar.
3

Confirm deletion

Type DELETE to confirm the action, then click Delete.
Delete confirmation dialog

Type DELETE to confirm bulk deletion

Deleting contacts also removes all associated conversations, notes, opportunities, tasks, appointments, and manual actions. Active campaigns and workflows for those contacts are also stopped. Recover deleted contacts from the Restore section of Contacts.

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Adding tags to contacts in bulk

1

Select contacts

In the Smart Lists tab, select the contacts you want to tag.
Select contacts for tagging

Select contacts to apply tags to

2

Open Add Tag

Click the Add Tag button in the bulk actions panel.
3

Name the action

Enter a descriptive name for the action. This name appears in the tracking report.
4

Select tags and confirm

Click the tags field to open the dropdown and select the tags to apply.
Tag selection dropdown

Select tags from the dropdown to apply to all selected contacts

Click Add Tags to queue the bulk action.

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Importing contacts

1

Prepare your CSV file

Before uploading, ensure your CSV file meets these requirements:
  • Format: .csv with a single sheet
  • Size: under 30 MB
  • Encoding: UTF-8
  • A header row with column names matching Hoop field names
Additional formatting guidelines:
  • Phone numbers — use E.164 format (e.g., +1 1234567890); US formats like 123-456-7890 are also accepted
  • Dates — use mm/dd/yyyy or yyyy/mm/dd with /, -, or . separators
  • Tags — format as Value 1, Value 2, Value 3
2

Open the Import wizard

Click the Import icon at the top right of the Contacts toolbar.
Import icon in toolbar

Click the Import icon in the Contacts toolbar

3

Upload your file

Click Upload a File and select your CSV.
Upload CSV file step

Upload your prepared CSV file

Click Next to proceed.
4

Map fields

Map each column in your CSV to the corresponding Hoop contact field.
Field mapping screen

Map CSV columns to Hoop contact fields in the mapping step

5

Configure preferences and start import

Set optional preferences:
  • Create a Smart List for newly imported contacts
  • Add contacts to a workflow by selecting a workflow from the dropdown
  • Add tags to categorize the imported contacts
Import preferences screen

Configure post-import preferences for smart lists, workflows, and tags

Check the compliance checkbox to confirm all contacts have opted in, then click Start Bulk Import.
Import progress tracking

Monitor import progress in the Bulk Actions tab

Contact imports cannot be reversed from the import wizard. To undo a mistaken import, navigate to the Bulk Actions tab and use the restore option in the three-dot menu for that action.

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Exporting contacts

1

Select contacts

In the Smart Lists tab, check the contacts you want to export.
2

Click Export

Click the Export action button in the bulk actions toolbar.
3

Confirm the download

Confirm the action to download a CSV file to your device.
The exported CSV includes: Contact ID, first name, last name, business name, company name, phone number, email address, date created, last activity date, tags, additional email addresses, and additional phone numbers.

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Smart list quick action buttons

The quick action buttons in the Smart Lists tab provide single-click shortcuts for the most common operations.
Smart list quick action buttons

Quick action buttons in the Smart Lists toolbar

Click the email icon to compose and send a bulk email to selected contacts.
Send email quick action

Send a bulk email using the email quick action

Click the SMS icon to compose and send a bulk text message.
Send SMS quick action

Send a bulk SMS using the SMS quick action

Click the review icon to send review requests via email, SMS, or WhatsApp.
Request review quick action

Send review requests to multiple contacts at once

Click the tag icon to quickly apply tags to selected contacts.
Add tag quick action

Apply tags to multiple contacts using the tag quick action

Click the export icon to download selected contacts as a CSV.
Export quick action

Export selected contacts to a CSV file

Click the delete icon to permanently remove selected contacts.
Delete quick action

Delete multiple contacts using the delete quick action

Click the automation icon to enroll selected contacts in a workflow.
Add to automation quick action

Add selected contacts to an automation workflow

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Monitoring bulk actions

All bulk operations are tracked in the Bulk Actions tab within Contacts. Use the date range, status, action type, and user filters to find specific operations.
Bulk actions cannot be scheduled more than 720 hours (approximately 30 days) in the future.

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Sending rate limits

Last modified on March 6, 2026