This video, “Understanding iJoin Enrollment,” is an overview of the iJoin enrollment experience. It walks the viewer through the step-by-step process and is intended to be used as an implementation guide.
iJoin Enrollment Process
read more
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.
Configure Relius Web to Launch User into Full iJoin Enrollment Experience
In Relius You can turn on a custom text widget that appears at the top of the dashboard page. This Widget has a button that will launch the user into the full enrollment experience, Including the beneficiary election page.
Activate A Plan For Enrollment
Once all edits have been made to the Plan through Experience Setup, Investment Paths and Notifications, it is time to Activate the Plan to enable Enrollment.
Set Up Investment Paths
The Enrollment Experience Type selected for the Plan on the Plan Settings / Plan Defaults tab will determine the Investment Path Options that are available to the Plan and to the Participants on the Enrollment site.
Set Up Enrollment
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 White Labels
A White Label is used to customize the display on the Enrollment site.