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Run campaigns where your customer data already lives

When your email tool is disconnected from the CRM, every campaign becomes a small project. In Bitrix24 there are no exports: segments are built directly from customer data.

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At a glance

  • CRM-native segmentation
  • Drag-and-drop editor
  • Personalization and conditional content
  • Triggered sequences
  • Deliverability setup
THE PROBLEM

Separate tool, separate list, missing follow-up

  • Every campaign starts with a CSV export, field mapping and manual cleanup.
  • Lists are stale by the time they send, so churned customers still get mail.
  • Opens and clicks never reach the sales team, so warm interest goes unnoticed.
  • Nobody can calculate how many deals or how much revenue a campaign produced.
  • License fees, integration upkeep and data mismatches pile up as hidden cost.
THE FIX

Segment, send and follow up on one record

Every field on a lead, contact, company or deal becomes a filter. The audience is recalculated at send time, so the data is always current.

  • Dynamic segments by industry, pipeline stage, last purchase date, deal value or tag.
  • Mobile-ready emails built in a drag-and-drop editor with no code.
  • We configure SPF, DKIM and DMARC to improve inbox placement.
  • Automated sequences trigger on form submissions, stage changes or periods of inactivity.
  • Opens and clicks notify the account owner and are logged on the customer card.
Email campaign editor with a drag-and-drop block palette and a campaign preview

Targeted email from inside the CRM

In Bitrix24, email marketing lives where the data already is: your CRM. Every field on a lead, contact, company, or deal is a filter, every activity is a signal, and every stage is a targeting key. The cycle of CSV exports, field mapping, and list cleanup disappears.

  • Segments are recalculated at send time, so lists never go stale.
  • Filters are built on industry, stage, last purchase date, and amount.
  • Tags and custom fields are used as segment criteria.
  • Unsubscribes and records without consent are excluded automatically.
  • The same person is prevented from receiving several campaigns at once.
Email campaign template gallery previewing ready-made campaign layouts

Personalization and segmentation

In B2B, personalization is more than a first-name placeholder. We combine contact, company, and deal fields to shape content around context. All of these fields carry into the message body through dynamic text and conditional content blocks.

  • Company name, industry, and headcount are carried into the message.
  • Current product portfolio and last purchase date shape the content.
  • Deal amount and sales stage trigger conditional blocks.
  • The assigned rep's name and signature are placed automatically.
  • Different segments see different blocks within the same send.
CRM contacts list showing the responsible rep, email address and creation date on every row

Trigger-based flows and nurture scenarios

Consistent results come from well-built flows, not from one-off campaigns that invite manual error. In Bitrix24 the triggers are CRM events. We design welcome series, abandoned-quote reminders, and re-engagement scenarios around your process.

  • Submitting a form or starting a web chat triggers a flow.
  • Opening or clicking an email determines the next step.
  • Adding a tag or changing a deal stage steers the flow.
  • A period without engagement starts the win-back series.
  • A field value crossing a defined threshold runs a dedicated scenario.
Sales automation screen with automation rules and triggers attached to each pipeline stage

Drag-and-drop editor for fast production

Producing quickly means testing and learning quickly. With the drag-and-drop editor you build professional, mobile-friendly emails without a line of code. We define your brand colors and typography once, and the team works from the library after that.

  • Heading, image, text, and CTA blocks are ready to use.
  • Social blocks and signature areas come from the library.
  • Product cards and price tables are fed from the catalog.
  • Templates are branded once and reused by the whole team.
  • Mobile preview lets you check everything before sending.
Email campaign editor in the Bitrix24 marketing module with a selected audience segment and a block palette

Deliverability and compliance

A good message creates no value until it reaches the inbox. We verify your sending domain and set up SPF and DKIM records with you, and enable your DMARC policy when needed. List hygiene and a warm-up plan are part of the setup too.

  • The sending domain is verified.
  • SPF and DKIM records are configured with clear instructions.
  • A DMARC policy can be enabled as an option.
  • Invalid and duplicate addresses are cleaned during import.
  • Every send carries an unsubscribe link, and opt-outs are flagged in the CRM.

Measurement: metrics tied to revenue

Open and click rates are useful, but management wants the real answer: how many opportunities and how much revenue did this campaign create? In Bitrix24, reporting speaks the same language as the sales pipeline. The hidden costs of a separate email tool go away as well.

  • The opportunities created and revenue closed by a campaign are reported.
  • When a recipient opens an email or clicks the pricing page, the event lands on the contact and deal card.
  • The rep is notified the instant interest turns warm.
  • Per-contact or per-send pricing and integration licenses disappear.
  • Time spent fixing broken field mappings and chasing data mismatches ends.
BI Builder dashboard showing the value, count, average size and lifetime of deals in progress
CAPABILITIES

What you get

CRM-native segmentation

Instead of uploading lists, you filter on industry, stage, last purchase date, amount, and tags. Segments are recalculated at send time, so a list never goes stale.

Drag-and-drop editor

Templates, product cards, price tables and CTA blocks come from a library, with your brand colors defined once.

Personalization and conditional content

Pull company name, industry, account owner or last purchase into the message, and show different blocks to different segments.

Triggered sequences

Welcome series, stalled-quote reminders and re-engagement flows run on rules and stop as soon as the customer replies.

Deliverability setup

Sender domain authentication, warm-up planning and list hygiene handled together to keep you out of the spam folder.

Revenue-level measurement

Beyond opens and clicks, see the deals created and the revenue closed by each campaign. Every open and click lands on the contact and deal card and notifies the rep immediately.

BEST FIT

Who is this for?

These are the teams we deploy this module with most often. If your scenario is not listed, let's talk it through anyway.

  • B2B marketing teams sending regular newsletters and campaigns
  • Sales organizations nurturing prospects through long buying cycles
  • Retail brands focused on loyalty and repeat purchase
  • Organizations promoting events, webinars and training programs

How would this work in your process?

In a free 30-minute call we listen to your workflow and map out how this would run in your company.

Book a free consultation
SETUP

How we roll it out

We handle the setup; you just walk us through your process.

  1. 01

    Import your lists

    We import your existing lists from CSV and map contact, company, and deal fields one to one in the field mapping wizard. We clean invalid and duplicate addresses and flag consent status on the record.

  2. 02

    Set up the domain and deliverability

    We verify your sending domain and add SPF and DKIM records. If needed we define a DMARC policy and connect your own SMTP service for high volume.

  3. 03

    Prepare templates and segments

    We build email templates that match your brand identity and define the first dynamic segments. We validate personalization fields with a test send.

  4. 04

    Turn on automation and start measuring

    We activate the welcome series and follow-up flows and set up revenue-linked reports. We review the results of your first campaign together.

Works together with

CRMCRM Forms and SitesAutomation RulesSales PipelineReports and DashboardsProduct CatalogSMTP and Domain VerificationMobile App
EXPLORE

Related features

The modules we most often roll out alongside this one; they reinforce each other in the same setup.

Service Requests

Whichever channel a service request arrives through, it should land in the same queue with an owner and a deadline. That is exactly how we configure the Bitrix24 Contact Center.

Internal Communication

When team communication drifts into personal messaging apps, company knowledge leaves with it. We set up Bitrix24 messaging, channels and video meetings in the same place as tasks and CRM.

WhatsApp Integration

Your customers are already on WhatsApp. When those chats stay on personal phones, the process cannot be measured. We connect your official WhatsApp Business number to Bitrix24 and attach every message to a customer record.

Frequently Asked Questions

Can we import our existing list?

Yes. During import we map fields, remove invalid and duplicate addresses and record consent status on each contact.

Is there a sending limit?

Your Bitrix24 plan includes a monthly sending quota. For high volumes you can connect your own SMTP service and manage throughput and deliverability separately.

How are consent and unsubscribes handled?

Every send carries an unsubscribe link, and opt-outs are flagged on the CRM record automatically. We define a compliant consent structure during setup.

Let's configure this around your business

Book a free intro call and we'll walk through your process and show which settings fit you.

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