LiveSupportingcontactsSendingemails

Guided tour

Nine surfaces. One system of record.

Every block below is a real screen you get on day one. Nothing is a roadmap slide, nothing is behind an enterprise SKU. Scroll it like a product manual, because that is what it is.

01 · Identity

One customer record, three sources, zero duplicates

Web forms, warehouse imports and the shop pixel land in the same profile, deduplicated on e-mail and stitched by phone and user id. Consent stays per channel, so an opt-out on SMS is never silently overwritten by a later Excel sync.

  • Deterministic merge on e-mail, phone and user id
  • Full change history, per field, per source
  • Nine-state consent matrix, enforced at send
SOURCES Web forms Excel import Shop pixel ONE RECORD deduplicated on e-mail CONSENT PER CHANNEL E-mail SMS Tracking An opt-out on any channel is honoured everywhere and is never silently overwritten by a later sync. Re-subscription refreshes consent only when it is newer than the opt-out it replaces.
02 · Segments

Segments that read your live data, not last night's export

Any field, any operator, nested AND and OR. The matching count updates before you save, so a segment is never a promise, it is a number. Rebuilds run nightly and on demand, and every segment has its own SQL you can read.

  • Profile, orders, SKU, UTM, campaign interaction
  • Live preview count, no export required
  • SQL preview, so it never hides what it does
RULE BUILDER user type is loyalty AND consent SMS is true AND country in RS, HR, SI OR last order within 30 days MATCHING NOW 36,077 contacts recalculated daily 07:30 Any field, any operator, nested AND / OR — the count updates before you save.
03 · Creative

Modular email builder with real per-language versions

Drag blocks to reorder, what you see is what lands in the inbox. Each language can detach and hold its own copy, links and UTM tags. Brand tokens keep the palette consistent, and there is no template hostage crisis if you ever leave.

  • Blocks: hero, text, product grid, button, footer
  • Per-language versions with independent copy and links
  • UTM tags set globally or per link, never guessed
BLOCKS Hero Text Product grid Button Footer hero image Shop now footer & unsubscribe VERSIONS ENSLHR SRROBG MKBSHU Each language can detach and hold its own copy and links. UTM tags are set globally or per link. Drag blocks to reorder. What you see is what lands in the inbox.
04 · Campaigns

One-shot sends with delivery you can actually read

Point a segment at a template, schedule per market, throttle to protect your reputation. Delivery, opens and clicks land on the same profile, not in a separate silo. Suppression happens at send time, so opt-outs and hard bounces never enter the queue.

  • Segment plus template plus schedule, one screen
  • Per-market throttle, per-language versions
  • Delivered, opened, clicked wired to the same record
SEND PIPELINE Segment 36,077 contacts Template 9 languages Schedule & send throttled per market DELIVERY delivered opened clicked CHANNELS E-mail SMS Transactional Suppression is applied at send time: opt-outs and hard bounces never enter the queue.
05 · Automation

Workflows that respect your customer, not your quota

Enter on segment, wait, branch on behavior, send e-mail or SMS, suppress at send time. A grace period holds the first step so a correction right after signup never sends twice. Exit conditions cancel the remaining steps, not queue them.

  • Trigger on segment entry, event, or webhook
  • Timed steps, branches, suppression, holdouts
  • Exit on order, opt-out or leaving the segment
TRIGGER Enters segment registered, no order wait 2 hours send e-mail 1 wait 3 days send SMS EXIT CONDITIONS contact places an order contact opts out contact leaves the segment remaining steps are cancelled, not queued A grace period holds the first step so a correction right after signup never sends twice.
06 · Forms

Forms that write straight into the record, with proof

Published forms collect fields and consent, and the answers land on the same profile with a proof trail: form, timestamp, source and exact wording. Change a field or a wording without a developer, and never lose the audit line.

  • Register, update profile, unsubscribe, re-consent
  • Answers mapped to profile fields, consent per channel
  • Proof stored: form, timestamp, source, wording
PUBLISHED FORM Join the loyalty club first name e-mail mobile marketing by e-mail marketing by SMS Sign me up WHAT IS STORED the answers, mapped to profile fields the consent, per channel and purpose proof: form, timestamp, source, wording an existing contact is updated, not duplicated FORM TYPES Register Update profile Unsubscribe Re-consent Forms are hosted and versioned here — no developer needed to change a field or a wording.
07 · Ask

Plain-language questions, read-only queries, live answers

Ask a question in your language. Cidipi shows the read-only query it would run, and the answer from live data. Never writes, always shows the query, always answers from the same rows the segments read. Your team stops waiting on analysts for a count.

  • Read-only, never writes
  • Shows the query it generated
  • Answers from live data, not last week's snapshot
ASK How many loyalty members have a phone but no SMS consent? READ-ONLY QUERY select count(*) from contacts where type = 'loyalty' and phone is not null and consent_sms = false ANSWER 61,940 reachable if you re-consent them GUARDRAILS never writes shows its query answers from live data
08 · Live funnel

The storefront funnel, live, not stitched from tabs

Baskets, add-to-cart, checkout and orders in one live view, with a per-minute stream underneath. The storefront pixel feeds the same record as the newsletter form, so a basket and a consent belong to one person, never two.

  • Baskets, items, checkouts, orders in one shape
  • Per-minute stream and live feed of events
  • Same identity as forms, campaigns and profiles
LIVE — LAST HOUR baskets opened 100 items added 24 checkouts 3 orders 3 PER-MINUTE STREAM LIVE FEED order placednow payment set1 min checkout started2 min The storefront pixel feeds the same record as the newsletter form — a basket and a consent belong to one person.
09 · Operations

Nightly jobs, an audit trail and clean exports

Warehouse sync, enrichment, segment rebuild and SMS sync run on schedule and are visible. Every action is written down: who did what, when, and what came back. CSV, JSON, CRM sync and transactional e-mail all leave the same way they came in.

  • Scheduled jobs with visible status
  • Full audit log per contact, per action
  • CSV, JSON, CRM sync and transactional exports
NIGHTLY, ON SCHEDULE warehouse sync04:15 enrichment04:30 segment rebuild05:30 SMS sync06:00 AUDIT TRAIL 20:00segment exported200 19:44campaign sent200 19:12consent updated200 18:03contact merged200 17:31import finished200 OUT OF THE PLATFORM CSV / JSON export CRM sync transactional e-mail Every action is written down: who did what, when, and what came back.

Stack freedom

Use the providers you already trust.

We do not force you into another black-box ESP or a hosted database you do not control. Cidipi connects to the mail and SMS services you already pay for, and we can keep the customer database in your warehouse, your Postgres, or your cloud account.

Any mail provider

Amazon SES, SendGrid, Mailgun, Postmark, Infobip, existing SMTP, even Klaviyo or ActiveCampaign as a sending relay while you migrate. One connector, no lock-in.

Amazon SESSendGridMailgunPostmarkInfobipMailchimp

Your database, your rules

Customer data can live in your Postgres, BigQuery, Snowflake, Redshift, or any warehouse you already run. Cidipi reads and writes where you point it. No forced data residency.

PostgresBigQuerySnowflakeRedshiftSupabaseYour cloud

Integrations

Bring what you already run. Keep what already works.

Cidipi is a spine, not a monopoly. Any of the below plug in on day one. Anything missing gets a connector during setup, at zero markup.

Email & SMS providers
Amazon SESSendGridMailgunPostmarkInfobipSparkPostTwilioAny SMTP
Warehouses & databases
PostgresBigQuerySnowflakeRedshiftSupabaseClickHouseS3Your cloud
Sources & storefronts
ShopifyWooCommerceMagentoStripeRechargeSegmentRudderStackWebhook
Downstream
HubSpotSalesforcePipedriveZapierSlackn8nMeta CAPITikTok Events

Security & compliance

GDPR is a data model here, not a footer link.

Nine-state consent matrix

Awareness, promotional and special across e-mail and SMS, plus tracking, T&C and legitimate interest. Enforced at send, not in a spreadsheet.

Proof per record

Every consent change stores the form, timestamp, source and exact wording. A regulator audit is an export, not a project.

Your keys, your data

You own the database, the ESP account, the SMS gateway. We hold no monopoly credential you cannot revoke tomorrow.

Server-side by default

Pulse events are signed and validated server-side. No pixels to be blocked, no iOS 17 to lose events on, no ad blocker to defeat.

Twenty minutes

Bring one Klaviyo invoice. Leave with a scoped plan.

No demo theater. We open your account, read the workflows and the consent state, and give you a real number for setup and monthly retainer before you hang up.