The CASL will have stricter policies taking effect July 1, 2017. I believe there was an event that discussed this in detail earlier in June in the US. Are there any resources for this topic? I'm particularly interested in best practices on re-opt-in methods, and cleaning/segmenting database to identify people who purchased a product 2+ years ago or opted in 6+ months ago.
See RevEngine Insider | Checkout Our Latest Blog as there are several good steps and posts on this.
I concur with Josh Hill, RevEngine put together a great webinar on this. Attended and learned a lot!
I've tried reaching out to friends to see what they're doing and auditing my own system based on what I've been told I should be doing. Here's my workflow, I'm still working out how to comply by data source so I've cut that part out since it's not done.