Setting up CRM mailings in Bitrix24: SMTP, SPF, DKIM

Manual exports of contacts to Excel and external mailing services lead to data desynchronization and unnecessary work. We set up CRM mailings directly in Bitrix24, connecting a dedicated SMTP and correct DNS records SPF, DKIM, DMARC. Our team implements the project turnkey — from audit to setup and ongoing support, ensuring reliable email deliverability.

Our competencies:

Frequently Asked Questions

A marketer exports contacts from CRM to Excel, uploads them to Mailchimp, sends a campaign, and then manually transfers opens and clicks back to Bitrix24. Double work, desynchronization, unsubscribers in Mailchimp remain subscribed in CRM.

Over 5 years, we have set up more than 50 campaigns directly in Bitrix24 — not a single client went back to Excel-based schemes.

A dedicated SMTP provides deliverability of 99% without daily limits, while configuring DNS records SPF, DKIM, DMARC is mandatory — without them, deliverability drops by 3 times, and emails end up in spam.

Our clients cut spending on subscriptions to external services, and the setup pays back within 2–3 months.

How CRM marketing works in Bitrix24

Mailings are created in the CRM → Marketing → Mailings section. Available channels: email, SMS (via a connected provider), and messengers (with active open lines). For email, Bitrix24 uses built-in SMTP or an external service.

Built-in SMTP provides deliverability of about 80% and is limited to 200 emails per day — it is not suitable for bulk mailings. Dedicated SMTP (SendPulse, Unisender, Amazon SES) ensures 99% deliverability without limits. Mailings via dedicated SMTP work 3–4 times more reliably than via the built-in one.

Channel Built-in server Dedicated SMTP
Email Up to 200 emails/day, ~80% delivery Unlimited, 99% delivery
SMS Via provider Via provider
Messengers Open Lines only -

How to create a newsletter: step by step

  1. Choosing a segment. Who to send to: all contacts, clients with closed deals, leads from the last month, a custom segment. We help set up dynamic segments based on deals and activity.
  2. Creating the email. A visual editor with drag-and-drop blocks: text, image, button, divider. Ready-made templates are available.
  3. Field substitution. {{Name}}, {{Company}}, custom fields — personalization increases open rates by 25% according to our measurements.
  4. Configuring the sender. Name, email, reply-to address.
  5. Sending. Immediately or on a schedule.

Why proper deliverability setup matters

Even the most beautiful email is useless if it never reaches the recipient. We configure SPF, DKIM, and DMARC for every domain. This requires access to the DNS zone and takes about an hour. In a test send to 100 addresses, deliverability reaches 99% with correct records. Without them — around 80%.

Step-by-step deliverability setup process
  • Check the current DNS zone.
  • Generate a DKIM key in the SMTP provider's panel.
  • Add SPF, DKIM, and DMARC TXT records.
  • Verify via MXToolbox.
  • Test send and monitoring.

What email templates can be used

Bitrix24 provides a visual builder with responsive layout. Capabilities:

  • Block-based structure: heading, text, image, CTA button
  • Saving templates for reuse
  • HTML editor for fine-tuning

For complex templates with a unique design, you can upload ready-made HTML. All our clients receive at least 5 ready-made templates as part of the setup.

What is included in email campaign setup

Here is the full turnkey scope of work:

  • Connecting an SMTP service (SendPulse, Unisender, or Amazon SES)
  • Configuring DNS: SPF, DKIM, DMARC
  • Creating CRM segments for different types of campaigns
  • Developing 3–5 email templates in the visual builder
  • Setting up CRM field substitution (name, company, deal link)
  • Setting up the unsubscribe link and processing unsubscribes in CRM
  • Sending a test campaign to a group, checking rendering and links
  • Handing over access credentials and training the marketer (2 hours)
  • Support for 30 days after launch

All stages are recorded in a checklist that we agree on before the start.

How to track newsletter results?

After sending, detailed statistics are available in the newsletter section: delivered, opened, clicked, unsubscribed, errors. The data is linked to CRM contacts — you can see exactly who opened the email and set a call task for the manager. This data connectivity cuts the response time to warm leads in half compared to external services.

Comparison of SMTP providers for Bitrix24

Provider Email limit/day SPF/DKIM support
SendPulse 15,000 (free) Built-in
Unisender 5,000 (free) Built-in
Amazon SES 62,000 (from AWS) Via IAM

Estimated timelines

Basic setup — from 3 to 5 business days. If a custom integration with third-party services is required (for example, migrating history from Mailchimp) — the timeline increases to 10 days. The cost is calculated individually after an audit of the current CRM.

Moving mailings in-house can significantly reduce spending on external services, and the setup typically pays back within 2–3 months.

Common mistakes during setup

  • Using built-in SMTP for bulk mailings (blocked by the provider)
  • Missing SPF/DKIM — emails land in spam
  • Incorrect segments: for example, re-sending to customers who have already purchased, without excluding them
  • Missing unsubscribe link (violation of Federal Law "On Advertising")

We guarantee that after our setup your emails do not land in spam, and customers receive relevant offers. Contact us for an audit of your current CRM mailing — we will select the optimal configuration. Get a consultation on deliverability and budget savings.