Create a compliance policy

Who can use this: Tech admin, Business admin

Available on: Gong Engage

Create a custom compliance policy when a group of contacts or leads needs different rules from your default policy, for example stricter rules for one region, or different rules for leads than for contacts. Each policy controls what reps can do when someone in that group opts out, and whether opens and clicks on emails to them are tracked. Once a policy is saved, you can change its priority, edit or duplicate it, or delete it.

Important:

Before creating custom policies, map your CRM opt-out fields in the Opt-out controls tab. Without field mapping, compliance policies aren't enforced. Learn more about configuring compliance settings.

Create a compliance policy

Filters determine who a policy covers, so set them to match only the group that needs different rules. Anyone the filters don't match is checked against the next policy in the list.

To create a compliance policy:

1. From the left sidebar, click Admin center.

2. In the Settings tab, click Compliance under the Gong Engage card.

3. Click the Compliance policies tab, and click Add compliance policy.

4. Under Compliance policy details, enter a name in the Name field and a description in the Description field.

5. Under People, add filters for the contacts and leads this policy covers:

   • Contacts: Under Contacts, click Add filter, select a CRM field, and enter the value. For example, Contact country is Germany.

   • Leads: Under Leads, click Add filter, select a CRM field, and enter the value.

   If your CRM is HubSpot, add filters for contacts only.

   Note: When you add more than one filter, select And if every filter must match, or Or if any one filter is enough.

6. Under Opt-out controls, click the dropdown for each channel, and select what reps can do when a contact or lead has opted out:

   • Emails:

     • Allow reps to send emails and add to flows: Opting out doesn't limit email.

     • Allow reps to send emails and skip email flow steps: Reps can send one-off emails and add them to flows, but email steps are skipped.

     • Prevent sending emails and skip email flow steps: Reps can't send any email. With granular mapping, they can still add them to flows and email steps are skipped. With global mapping, they can't add them to flows.

   • Calls:

     • Allow reps to call and add to flows: Opting out doesn't limit calls.

     • Allow reps to call and skip call flow steps: Reps can make one-off calls and add them to flows, but call steps are skipped.

     • Prevent calling and skip call flow steps: Reps can't call. With granular mapping, they can still add them to flows and call steps are skipped. With global mapping, they can't add them to flows.

7. Under Email tracking, set Track email opens and Track email link clicks to Allowed or Not allowed.

8. Click Save.

Frequently asked questions