Here 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:
Important: CRM Marketing is available to CRM+, Standard and Professional plans subscribers only. Read more on Bitrix24 Cloud 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:
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.
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)
Available Ads Networks:
Google AdWords
Connect your Google AdWords account & select recipients segment:
Facebook Ads
Connect your Facebook Ads account & select recipients segment:
Switch to 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
- 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.