---
title: "Create a compliance policy"
slug: "create-and-manage-compliance-policies"
updated: 2026-11-10T13:58:37Z
published: 2026-11-10T13:58:37Z
canonical: "help.gong.io/create-and-manage-compliance-policies"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gong.io/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](/v1/docs/manage-compliance-policies).

> [!WARNING]
> 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](/v1/docs/configure-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:

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.
  - **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.
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

****Do compliance policies apply to Gong team members?****

No. Compliance policies apply to the contacts and leads your team reaches out to, based on who the contact or lead is, not on which team member contacts them.

A team member who manages and configures the Gong platform and handles CRM integrations, user provisioning, permissions, and system settings. [Find my Tech admin](/v1/docs/find-your-technical-or-business-admin).

A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin).

Gong’s AI-driven sales engagement solution that helps sales teams prioritize, personalize, and automate outreach activities to accelerate their pipelines. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).