From the home screen of the I join advisor portal, go to the left hand side navigation menu and click messaging.
How to Monitor Email Campaign Analytics
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How to Create and Send an Email Campaign
To create an email campaign, first go to the left hand sidebar and select messaging.
How to Generate an Outside Assets Report
From the home screen of the iJoin advisor portal, go to the left hand side navigation menu, select reports.
How to Generate a Plan Health Report
How to generate a plan health report. Be advised that a plan health report can only be generated for plans enabled with an ACT license.
How to Generate a Suitability Report
The suitability report provides a bubble chart depiction of participant equity exposure when hypothetically placed within a personalized managed account portfolio versus a target date fund.
Introduction to iJoin’s Partner Dashboard
This video, “Quick iJoin Overview for Advisors,” is an introduction to iJoin’s partner dashboard. It highlights plan and participant data analytics, success metrics, and customizable email messaging campaign capabilities.
Set Up Notifications
Notifications are triggered when a Participant-directed change is made on the Enrollment site.
Create An Email Template
The Email Templates are selected when making a new email campaign.
Electronic Notice Feature
iJoin now provides a mechanism by which plan participants can opt-out of the electronic delivery of required notices in accordance with new regulations.
Create / Send An Email Campaign
iJoin provides email campaign templates for Onboarding and Re-Enrollment. The option to create your own template to be selected when making a new email campaign is also available.
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 White Labels
A White Label is used to customize the display on the Enrollment site.