Reviewing your email campaign data is easy with iJoin.
- Begin from the home screen of the iJoin advisor portal
- Go to the left hand side navigation menu and click “messaging.”
- This will bring up all of your email messages you have sent to the current date.
- You can search by “plan name” or “campaign name” to quickly find what you are looking for.
- The statistics associated with any of your campaigns will be displayed in a column view and can be clicked on to view a comprehensive list of participants who fit into each category.
- You can also download and export a copy of the overarching campaign details for your reference.
- Clicking “pending campaigns” will show you all of the emails that have not been completed yet, allowing you to jump back in and modify them as needed.