CRM Marketing Overview

Author: Yana Prokopets

Last update: August 02, 2021.

In the CRM Marketing section, you can create new marketing campaigns, add segments of campaign recipients, configure retargeting in ads networks or even create your own blacklist. Use the top tabs to switch between these sections:

Check if this tool is available on your plan. You can find all the information about Bitrix24 plans on the pricing page.

CRM Marketing Start

The Start page for CRM Marketing allows to Create Marketing Campaigns in a few clicks:

The Marketing Campaign options are:

Email Campaign

Click on Email Campaign & a campaign templates sliding page will appear. Select campaign template:

Inside a new Email Campaign configuration form you will be able to configure:

select recipient segment & configure exclusions
add email subject
add email message body (text) & configure it's blocks & design
configure sender
set priority
configure link parameters (utm parameters)
add attachments

Besides email campaign configuration you can test campaign before sending it with the help of Test Mode Recipients option - add any email address here, the test email message will be sent to this email address.

SMS Campaign

Same as with email campaigns, campaign templates sliding page will appear. Select campaign template & configure sms campaign form:

select recipient segment & configure exclusions
configure sms provider & number fr om which the campaign is to be sent
add sms text
test campaign before launching it (test mode recipients option)

Messengers

Same as with email campaigns, campaign templates sliding page will appear. Select campaign template & configure campaign form:

select recipient segment & configure exclusions
add message text

Voice Broadcasting

Same as with email campaigns, campaign templates sliding page will appear. Select campaign template & configure Voice Broadcasting campaign form:

select recipient segment & configure exclusions
select number to make calls from
add text to speak
configure language & voice
set speech speed
configure speech volume
test campaign before launching it (test mode recipients option)

You can also configure Retargeting In Ads Networks from Start page:

Available Ads Networks:

Google AdWords

Connect your Google AdWords account & select recipients segment:

Facebook Ads

Connect your Facebook Ads account & select recipients segment:

CRM Marketing Campaigns

Switch to the Campaigns tab to find all saved campaigns. The campaigns list shows:

campaign name & type
actions (Send Now tab)
status
statistics

Statistics

Click Campaigns > select a campaign > click Statistics to view the email campaign statistics: how many emails have been sent, viewed, etc.

Email campaign efficiency equals "clicks" divided by "views" and multiplied by 100%. For example, an email was viewed by 100 people, but only 10 of them clicked the link in this email. In this case, email campaign efficiency equals 10%.

Also, you can view the Click map. It shows how many times each link in the email was clicked.

Ads section shows connected Ads Networks details.

Segments

Segments section shows available recipients segments & allows to create a new segment. You can create new segment either by filtering existing CRM records or by importing a new list (a custom list of emails & phone numbers).

My Templates

Shows saved campaign templates. You can create own template here as well.

Black List

Import Black list here.

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