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Create new marketing campaign template

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You can create a new template from CRM Marketing > My Templates > Create Template:

Here you can select one of the available template for editing (if you need an empty sample template you can simply delete template content & customize it further as you need). Use Block & Design sections to customize your template. Just drag & drop blocks to the template to add them:

Save your custom template. Now you will be able to find it below standard Bitrix24 templates. For example, go to Start > Email Campaign:

Scroll down to My templates to find them:

Click on the template to open it. Select recipient segment & edit the template if needed & Save:

Your campaign is ready to go! Launch your campaign or schedule it for later:

Go to CRM Marketing > Campaigns to find main campaign tools:

  • Actions (Send Now tab)
  • Status (weather campaign is ready to sent or has been sent already)
  • Statistics (click on individual campaign statistics option to open details).
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