Concept illustration · Not the live Convertr UI · sample data
1
policy, set at the account
100%
of records checked at entry
5 sec
to retrieve evidence per record
Governance · policy into practice
Set policy once. Apply it everywhere. Prove it on demand.
Convertr checks every externally acquired contact record against your rules before it reaches any business system, holds exceptions for a named approver, and keeps the evidence.
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app.convertr.io/campaigns/account-policy-v3.2-·-4-jurisdictions-·-12-suppliers
IllustrationEnterprise client (sample)
EC
Govern›Account policy
Govern · account policy
Policy
Set once
Intake
With proof
Check
Pass · hold
Exception
Named approver
Route
Approved only
Evidence
Per record
Next
Convertr AI
Control hierarchy · policy flows down, evidence flows up
Account
Account Policy v3.2 · set once
Jurisdiction
GDPR (EU) · CCPA (US-CA) · inherited
Supplier
12 suppliers · one policy applied
Campaign
Inherits everything above
Set once. Inherited everywhere.
Now showing
1. Policy
Set the policy once, at the account. Jurisdiction, supplier and campaign rules inherit it automatically, so nothing is rebuilt per campaign.
Why it matters
- ✓Policy. Set the policy once, at the account.
- ✓Intake. Records arrive from publishers, events, forms, paid social and partners, each carrying its source and consent proof.
- ✓Check. Every record is checked against the account rule before anything routes: know the source, validate the data, apply the rules, enforce the outcome, control exceptions.
- ✓Exception. Records that fail policy are held for a named approver, not waved through.
- ✓Route. Only approved records reach CRM, marketing automation, analytics and AI.
- ✓Evidence. One immutable Evidence Pack per record: which policy applied, the consent reference, who approved, when, and where it went.
- ✓Next. Convertr AI: reactive help today, predictive warnings in 2026, and controlled autonomy with approval in 2027.
Talking points
- • Having a policy is not applying one.
- • Govern enforces your rule. It does not capture consent.
- • A module inside Convertr, not a new platform to buy.
- • Every record is a person: evidence on demand.
Campaign control vs account policy
| Before | With Govern | |
|---|---|---|
| Rules | Rebuilt per campaign | Set once at the account |
| Suppliers | Handled inline, inconsistently | One policy applied to all |
| Exceptions | Escalated informally | Held for a named approver |
| Evidence | Reconstructed later | Retrieved per record, on demand |
Sold as control, not as governance
A new platform to buy
A module inside Convertr
A compliance product
Operator tools inside a policy
Another data quality check
Proof the checks were run