Many companies use Bitrix24 for their database but still use external tools like Mailchimp for emails. This creates a disconnect. You have to export client lists, upload them to another system, and then try to figure out who clicked what.
The main advantage of using Bitrix24 for email marketing is data integration. Because your emails are sent from the same place your customer data lives, you can target people based on their real-time behavior (e.g., "Send this to everyone who requested a quote yesterday").
To succeed, you need to configure six specific areas. Here is a detailed explanation of each step.
If you skip this step, your emails will likely go to the Spam folder. You cannot simply start sending thousands of emails without configuring your domain first.
Bitrix24 has its own built-in mail server. However, it is designed for standard daily communication, not bulk marketing. If you try to send 5,000 emails at once using the standard Bitrix24 server, email providers (like Gmail or Outlook) may flag your activity as suspicious because the volume is too high for a standard user.
The solution: connect an external SMTP provider. Services like SendGrid, Mailgun, or Amazon SES are designed specifically to handle high-volume email traffic. By integrating one of these into Bitrix24, you ensure that your emails are delivered reliably and do not get blocked by spam filters.
SMTP settings page
To prevent fraud, email providers (Gmail, Yahoo, Outlook) verify the sender's identity. They look for two specific records in your website's settings:
SPF (Sender Policy Framework). Think of this as a guest list. It is a public TXT record that explicitly authorizes Bitrix24 servers to send emails on behalf of your domain.
DKIM (DomainKeys Identified Mail): an encryption standard that verifies message integrity.
Copy the unique keys generated by Bitrix24 and paste them into your domain host's DNS panel. Failure to publish these records results in "Soft Bounces" or immediate rejection by receiving servers.
In Bitrix24, you do not just create "Lists." You create "Segments" based on data in your CRM.
Why this is useful? If a new Lead is added to the CRM tomorrow, they are automatically added to this segment. You do not need to update the list manually.
Segment constructor
Since the marketing module is fused with your CRM, you aren't limited to basic demographics. You can drill down into behavioral data.
Example. You can target "All Contacts who spent more than $500 last year but have not purchased anything in the last 3 months." This creates a "Reactivation List." These people already trust you; they just need a nudge. This segment always outperforms cold traffic.
You must also configure who should not receive emails. You can create a segment of clients who have open complaints or unpaid invoices and add them to the "Exceptions" list. Bitrix24 will automatically skip these people, even if they are in your main list.
In addition to excluding specific clients, you must comply with laws like GDPR (Europe) or CAN-SPAM (USA). Bitrix24 handles this with two built-in features:
Mandatory Unsubscribe Link. Bitrix24 enforces email compliance at the system level. The software physically prevents you from launching a campaign without an opt-out mechanism. Even if you manually delete the "Unsubscribe" block from your visual editor to make the email look personal, the system will detect the missing code and force-append a standard footer. This isn't a bug; it is a safeguard to prevent providers from blacklisting your domain.
Consent Registry. Bitrix24 has a specific module called "Consent to Receive Newsletters." If a client fills out a CRM form on your website, Bitrix24 records the exact time and IP address where they agreed to receive emails. This digital log protects your company in case of a spam complaint or audit.
Consent module
Bitrix24 uses a visual editor where you build emails by stacking "blocks." You do not need to know HTML code. You simply drag a "Text Block," "Image Block," or "Button Block" into the email area.
Email constructor
Recommendation: create one "Master Template" that contains your company logo at the top and your social media links and unsubscribe link at the bottom. Save this as a template. For every new campaign, simply load this template and change the middle text.
Personalization increases open rates. Bitrix24 uses "Macros" (placeholders) to insert real data from the CRM into the email text.
Basic: Hi #NAME# becomes "Hi Steve".
Advanced: Regarding your deal #DEAL_TITLE# for #OPPORTUNITY#... becomes "Regarding your deal Software License for $500..."
This proves to the client that you know who they are and what they are interested in.
Inside the email builder, there is a setting to enable UTM parameters. This automatically adds a tracking code to every link in your email. This allows you to open Google Analytics on your website and see exactly how many people visited your site coming specifically from this email campaign.
Before you launch any campaign, you must control who holds the keys. Email marketing involves your entire client database, and you do not want every employee to have full access. In the CRM Marketing settings, you can configure strict permissions:
Segregation of Duties. You can allow junior staff to Create and Edit email templates, but restrict the Send button to managers only. This prevents accidental mass emails (like sending an unfinished draft to 15,000 people).
Data Protection. You can disable the Export button for specific roles. This prevents employees from downloading and stealing your client list.
There are two different ways to send emails in Bitrix24. You must choose the right one for your goal.
Use this module when you want to send the same email to many people at the same time.
Use Cases: monthly newsletters, holiday sales, product announcements.
Function: you select a Segment, design the email, and choose a time to send (e.g., "Send next Tuesday at 9:00 AM").
Use this method when you want to send one email to one person based on their action.
Use Cases: welcome emails, payment confirmations, appointment reminders.
Function: you go to the Automation rules in your CRM pipeline. You set a rule: "When a Deal moves to 'Invoice Sent' stage, wait 15 minutes, then send 'Payment Instructions' email."
This happens automatically in the background for every individual client.
Automation rules (based on triggers)
After sending a campaign, Bitrix24 provides a report:
Sent: the total number of emails that left the server.
Viewed: the number of people who opened the email.
Clicked: the number of people who clicked a link.
Bounced: emails that could not be delivered (e.g., the email address no longer exists).
Note: you should remove bounced emails from your CRM to keep your data clean.
Email company report
This is a unique feature in Bitrix24. It allows you to trigger a sales action immediately when a customer clicks a link in your email.
How it works:
You send an email with a link saying "Click here for a discount."
When a client clicks it, the system automatically creates a Task for your sales manager or creates a new Lead.
This converts a marketing view into an immediate sales task, ensuring the sales team calls the client while they are still looking at your offer.
Sales Boost
Bitrix24 email marketing allows you to move beyond simple "mass mailing." It allows you to send targeted messages based on client data and automate your follow-up process.
Your Action Plan:
Automation. Set up one simple email automation rule (like a "Welcome" email) to save time immediately.
Bitrix24 presents a comprehensive solution, unifying CRM, project management, communications, and other tools within a single digital workspace. The platform offers extensive capabilities for business process automation and workflow optimization but requires time for mastering and configuration. This makes Bitrix24 a powerful tool for companies aiming to consolidate their IT resources and improve efficiency.
Bitrix24 is a unified digital office that integrates CRM, project management, communications, and automation—unlike Trello, which focuses on the simplicity of Kanban boards. Bitrix24 provides a native solution for complex business processes, including task delegation with roles, CRM integration, and workflow automation, though it does involve a learning curve.
