MARKETING AUTOMATION

1. Omnichannel Marketing Campaigns

Run and manage marketing campaigns across multiple channels from one centralized dashboard.

Channels Include:

• Email Campaigns (bulk emails, newsletters, follow-ups)
• SMS Campaigns (with gateway integrations)
• WhatsApp & Messenger (via Edna.io, Twilio, etc.)
• Social Media Engagement (Facebook, Instagram, LinkedIn)
• Google Ads & Meta Ads (traffic source tracking)
• Website Chat & Popups

Each channel is fully integrated with the Bitrix24 CRM, allowing real-time segmentation and performance tracking.

2. Lead Generation & Capture Automation

Capture leads from various digital sources and automatically inject them into your CRM with all relevant tracking data.

Sources supported:

• Website forms and landing pages
• Facebook Lead Ads integration
• Google Ads contact forms
• WhatsApp & chatbot inquiries
• QR-code and coupon-based campaigns

You can assign source tags, campaign names, and UTM parameters for accurate attribution and follow-up segmentation.

3. Segmentation and Targeting

Send the right message to the right person at the right time using dynamic segmentation tools. Segment leads and customers by:

• Source of acquisition
• Demographics
• Purchase history
• Behavior and interactions
• Email or ad engagement
• Loyalty and score (using lead scoring logic)

Advanced filters allow you to build precise segments for retargeting and personalization at scale.

4. Workflow Builder and Drip Campaigns

Create automated workflows using Bitrix24’s intuitive visual automation builder. Trigger campaigns based on customer behavior, time, or status changes.

Example workflows:

• Welcome series after signup
• Abandoned cart reminders
• Re-engagement for inactive contacts
• Follow-up after service delivery
• Loyalty milestone rewards
• Upsell/cross-sell recommendations

Each step of the workflow can include emails, WhatsApp messages, task creation, or CRM updates.

5. Email & SMS Marketing

Launch beautifully designed, personalized campaigns using Bitrix24’s built-in email template designer or integrated SMS providers.

Features include:

• Drag-and-drop editor with responsive layouts
• A/B testing for subject lines and design elements
• Delivery scheduling and time zone optimization
• Automatic suppression of unsubscribed or bounced contacts
• Integration with Mailchimp-style tools and SMTP servers

SMS and WhatsApp messages can be added into workflows or sent manually based on real-time segmentation.

6. Landing Pages & Forms

Create high-converting landing pages and lead capture forms using Bitrix24’s site builder.

Benefits:

• No need for third-party landing page builders
• Connect forms directly to CRM pipelines
• Embed tracking for Google Analytics and Facebook Pixel
• Launch product pages, webinar signups, or event invites in minutes
• Set autoresponders and confirmation messages

7. Ad Management & Retargeting

Track and manage ad campaigns directly from Bitrix24:

• Capture leads from Facebook and Google Ads automatically
• Match leads to campaigns for accurate ROI reporting
• Retarget based on CRM segments via Meta Custom Audiences
• Analyze click-through, conversion, and cost-per-lead performance
• Sync CRM segments with ad platforms for dynamic retargeting

8. CRM-Driven Personalization

Leverage CRM data to personalize every message, including:

• First name, company, or location in emails
• Personalized product recommendations
• Dynamic subject lines
• Custom WhatsApp message variables
• Time-based personalization (e.g., birthdays, anniversaries)