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Glossary
Glossary · C · PBM TERM

What is a compliance gate?

Why check directly before sending?

Days or weeks can pass between the start of a campaign and an individual send. During this time, customers withdraw their consent, change addresses or reach the defined contact limit. A check only at import or at campaign launch would miss these changes. Content can also change – for example when a new text variant is added that has not yet been reviewed.

The term compliance gate therefore describes a single point that every send must pass – with no way around it. In the PBM Campaign Platform, the gate checks per contact and channel: is there consent for this channel? Has consent been withdrawn? Has the contact limit been reached? Has the content passed the compliance and tone-of-voice check? The outcomes are unambiguous: send, fall back to a permitted channel, postpone or stop.

The gate cannot be switched off. This is deliberate: a safeguard that can be deactivated under deadline pressure does not protect you at the decisive moment. Every outcome is logged and can be traced later – for the data protection officer as well as for internal audit, who want to know why a particular customer did or did not receive a message.

Regionalbank Musterstadt eG, batch “Reminder 2”, 12,480 contacts Example

9,312 contacts receive the email, 2,604 without email consent receive a letter instead, 41 who have withdrawn consent are stopped, 523 have reached their contact limit and are postponed. (Sample data)

Distinction

Distinction: compliance gate and related terms
TermDifference
Approval (four-eyes principle) people approve a campaign or content once; the gate then checks every send
Filter at import checks once when data is loaded, not at the time of sending
Spam filter sits with the recipient and assesses incoming emails, not lawfulness

Related terms

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