You have 5,000 contacts in your CRM. Your marketer spends half a day exporting to Excel, manually filtering, and re-uploading — and a week later the data is outdated. We solve this by setting up customer base segmentation in Bitrix24: dynamic segments update automatically, saving up to 10 hours per month. Market segmentation increases email campaign response rates by 30–50% and reduces unsubscribes. Our certified specialists with 10 years of experience guarantee results.
What is Bitrix24 customer base segmentation?
Segmentation is the division of customers into groups based on common characteristics. In Bitrix24, segments are created in CRM → CRM Marketing → Segments. A segment is a saved filter of contacts or companies. There are two types: dynamic (updates automatically) and static (fixed list). Dynamic segments are the foundation of modern marketing: they are always current and require no manual updates.
How does segmentation help marketing?
Segmentation turns a raw database into ready-to-use audiences. Instead of manual Excel filtering — one click. You hit the target audience precisely: response rates rise, unsubscribes drop. For example, the "sleeping clients" segment (have completed deals, no active dealings, >6 months without purchases) allows you to reactivate old clients with a compelling offer — ROI in 3–6 months. VIP clients with high average check bring a significant portion of revenue.
Filter conditions
Available filters include:
| Category | Example conditions |
|---|---|
| Contact data | City, country, phone/email |
| Deals | Amount, stage, funnel, date |
| Purchases | Product, quantity, average check |
| Activity | Lead source, channel, last contact date |
| Custom fields | Custom fields of contact or company |
Conditions are combined using AND/OR. Example: "city = Minsk" AND "deal sum > threshold" AND "last purchase > 90 days".
Practical segments
Sleeping clients: with the conditions above. VIP: sum of deals per year > threshold. No email: email field empty — segment for calls. New this month: creation date within 30 days — for welcome flow.
Why dynamic segments are better than static?
Dynamic segments update themselves — no time wasted. Comparison:
| Parameter | Dynamic | Static |
|---|---|---|
| Updates | Automatic | Manual |
| Relevance | Always fresh | Becomes outdated within a day |
| Time spent | 0 after setup | Up to 2 hours weekly |
According to official Bitrix24 documentation, dynamic segments support up to 100,000 records, which is sufficient for most medium businesses.
How to set up segmentation in 3 steps?
- Define the goal: reactivation, welcome, VIP.
- Create a segment with the required conditions, selecting "Dynamic" type.
- Connect to a mailing or Sales Generator and automate marketing.
Each step takes no more than 15 minutes if the conditions are clear.
What's included in the work
- Database audit: completeness, duplicates, contact availability.
- Creation of up to 10 dynamic segments.
- Filter configuration using standard and custom fields.
- Integration with email, SMS, messengers, Sales Generator.
- Documentation and staff training.
- Post-launch support.
Example: for a client with 8,000 contacts, we created 6 segments, including a "VIP with high purchases" segment, which increased revenue by 25% in a quarter. Another typical example is an online store with a base of 12,000 subscribers: after splitting into 4 dynamic segments (newcomers, active buyers, sleeping, VIP), email campaign conversion grew from 1.8% to 4.3%, and the cost of repeat sales dropped 2.1 times. For B2B clients, we often set up segments by industry and company size: this allows running separate campaigns for SMB and corporate segments without mixing offers. We also prepare condition templates for reactivation: 90 days without activity — a soft chain, 180 days — a special offer with a discount, 365 days — a final touch with a survey on reasons for leaving. For large databases over 30,000 records, we recommend splitting segments by activity dates to avoid exceeding the limit of simultaneously processed records and to maintain stable update speed.
Segment maintenance
Dynamic segments need checking once a quarter: have new fields been added, has the funnel changed, are the filter conditions still correct. We recommend regular auditing and a brief report for each segment.
Order segmentation setup — get ready audiences within a week. Contact us for a free database audit.