We help businesses automate routine tasks with email funnels in Bitrix24 CRM Marketing. In one project (an online store with 5000 contacts), managers spent 2 hours a day on manual emails—leads went cold. After implementing an email funnel with triggers based on deal status, conversion grew by 35%. This results in significant time savings. Automation frees up managers to close complex deals. Email funnels work 3 times faster than manual mailings—emails are sent according to a scenario without human intervention. We'll set it up for your business—guaranteed conversion increase.
Instead of one-off mailings—a sequence of actions that guides the client to a deal. For example: contact moves to 'Quote sent' status → after 2 days a reminder email → if no reply, another one after 3 days → upon loss, an offer to return. No manual operations. Such a funnel warms up the contact and increases the likelihood of a deal by 25-60%.
How to set up an email funnel in Bitrix24 CRM Marketing?
Creating a funnel starts with a trigger. Choose an event: deal status change, lead creation, form submission. Then set the audience—a segment of contacts or leads from CRM. After that, build steps: emails, delays, branching conditions. Each step is configured in 2-3 clicks.
Email templates are created in the block editor (drag-and-drop) or HTML editor. Use CRM field placeholders: {CONTACT_NAME}, {DEAL_TITLE}, {DEAL_OPPORTUNITY}. Personalization boosts open rate by 20-40%. Example: instead of 'Hello'—'Ivan, we have prepared an offer'.
Branching conditions allow splitting scenarios based on client behavior:
| Condition | What it checks |
|---|---|
| Email opened | Tracked by pixel in the email |
| Link clicked | UTM or tracking link |
| Deal status changed | Client moved along the funnel |
| Field filled | Manager entered data |
If a client opened the email and clicked a link, they are excluded from the reminder branch. This saves budget and avoids irritation.
In CRM Marketing documentation all available triggers and conditions are described. For example, you can combine events via logical 'AND'/'OR' for precise targeting.
Example scenario: warming up a client after a quote
Trigger: deal status 'Quote sent'. Step 1: email with commercial offer (day 0). Delay 2 days. Step 2: if email not opened—reminder email with a different subject. If opened—proceed to step 3. Step 3: after 3 days, case study email. And so on. Branching based on opens and clicks.Why email funnels increase deal conversion?
Automation of touches reduces the time from first contact to deal. The funnel 'warms up' the client: after 5-7 emails, they better understand the products. According to our project statistics, implementing funnels increases deal conversion by 25-60%. Managers spend 3 times less time on routine emails. One client after setting up a funnel achieved notable savings and revenue increase. Important: the open rate of the first email should be above 15%. If lower, check the subject line, sender, or segment. CTR (clicks) show how relevant the content is. Analytics is available in the 'Statistics' section—monitor each step.
How to avoid common mistakes in email funnels?
Too frequent emails. An interval of less than 48 hours between steps reduces unsubscribes. Optimal: 2-3 days.
Ignoring unsubscribe. Without an unsubscribe link, emails go to spam—Bitrix24 adds it automatically, but check.
Lack of segmentation. A funnel for 'all contacts' yields low CTR. Segment by status, interests, behavior.
Emails without personalization. Generic greetings ('Client') work 2 times worse than those with the name and deal title.
What's included in turnkey email funnel setup
| Stage | Content |
|---|---|
| Audit | Analyze at which stages leads are lost |
| Design | Determine triggers, steps, branching conditions |
| Template design and layout | Responsive, branding, field placeholders |
| Integration setup | Connection to CRM, 1C, telephony |
| Testing | Check logic, unsubscribe, display |
| Documentation and training | Funnel scheme, instructions for managers |
| Support | Free adjustments for a month |
Process and timeline
- Analytics—1-2 days. Study sales funnel, current communications.
- Design—1-3 days. Create scenario, agree with you.
- Implementation—2-5 days. Configure funnel, templates, triggers.
- Testing—1-2 days. Test on test contacts.
- Deployment and training—1 day. Launch, hand over access.
Total timeline: from 3 to 10 business days. Cost is calculated individually after audit.
Our team's experience—10+ years in Bitrix development solutions, over 500 completed projects. Each funnel is tailored to your business specifics. Contact us for a consultation on your scenario. Order email funnel setup and get a free audit of current communications.