Resources
Knowledge for campaigns that land – and are permitted
Here you will find everything we know about hyper-personalisation, customer journeys and data protection in marketing – freely accessible, professionally reviewed and without registration. Only the detailed guide is sent to you in exchange for an email address.
Your starting point
Where are you right now?
Choose the sentence that fits you best. We will show you three resources in a sensible order.
Beginner
“I want to understand what it’s all about.”
You hear terms such as hyper-personalisation or double opt-in and want to know what lies behind them – without jargon.
Your three steps:
- Glossary: hyper-personalisation – the definition in 50 words
- Basics article: hyper-personalisation – what it is and how to achieve it in compliance with data protection
- [BLOG: Marketing automation with 1–2 people: a realistic start]
Planner
“I’m planning a specific campaign.”
You have an occasion – a maturing investment, the end of a tariff, a new customer journey – and want to set up the journey properly.
Your three steps:
- Checklist: GDPR check for marketing campaigns (25 check questions)
- [BLOG: Customer journey mapping – from sketch to automated campaign]
- Webinar live or as a recording
Decision maker
“I have to justify a decision.”
You are responsible for budget, data protection or IT security and need robust answers for your committees.
Your three steps:
Formats
What resources does PBM offer?
PBM offers five formats: a specialist blog, a glossary, a guide as a PDF, checklists to tick off and webinars with recordings. All content except the guide can be used without registration.
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Blog
Expert blog
Go to the blogPractical articles on customer journeys, hyper-personalisation, data protection, contact frequency and AI – two to four new articles per month.
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PDF
Guide
Guide: Hyper-personalisation & GDPR
Download free of chargeAround 22 pages for banks, insurers, energy suppliers and statutory health insurers: legal bases, channels, AI approval, a seven-step approach.
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Glossary
Glossary
Look up terms19 technical terms from data processing to trigger campaign – each with a short definition, example and distinction.
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Checklists
Checklists
Go to the checklistThe GDPR check for marketing campaigns: 25 check questions, tick them off online or print them as a PDF.
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Webinars
Webinars
View dates45 minutes live with a question-and-answer session – and afterwards as a recording with a written summary.
Guide · PDF
Hyper-personalisation & GDPR – guide for regulated industries
‘Individual for every recipient – but only with data approved for that purpose.’
How far can personalisation go when you process banking, insurance or energy data? The guide answers the question channel by channel – with legal bases, examples and a seven-step approach. As of: September 2026.