Use the Experience Setup tab in Plan Details to enable Participant Enrollments or to make changes to an existing Experience Setup on a Plan.
Set Up Enrollment
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Monitor Activity
Use the Activity Monitor to track the status of tasks such as Plan Syncs, Participant Syncs, Notifications and Managed Account Activity.
Set Up A Plan For Automated Force Outs
The Automated Force Out Process is available to plans on the iJoin platform if the plan is enabled for the ACT feature. iJoin must be updated if a Plan is eligible and wants to utilize this feature.
Resolve Plan Validation Errors
Errors may occur in iJoin upon adding new Plans, processing Plan syncs and when activating a Plan.
Set Up Task Scheduling
Use Task Scheduling to automatically run tasks on a specific date or frequency.
Set Up White Labels
A White Label is used to customize the display on the Enrollment site.
Set Up Plan Details
Once the Plan has been successfully added and the Plan Settings have been established in iJoin, it is time to setup the Plan Details.
Process Plan and Participant Syncs
Plan Syncs and Participant Syncs keep your iJoin data up-to-date with the recordkeeper, such as Relius.
Set Up Plan Contacts in Relius
The full email address for each iJoin Notification recipient must exist in Relius and in iJoin for Notifications to send with a successful status.