How to Monitor & Engage Managed Account Participants

This walkthrough will show you how to review activities associated with managed account participants, along with showing the optimal path to communicate with managed participants.

When a managed account is activated on a plan within your portal, the managed account tab becomes available within the activity monitor section.

To review managed account participant information:

1. Navigate to the left hand side of the ACT portal.
2. Select activity.
3. Click on the managed accounts tab.
   1. A list of participants and plans are displayed here with the status of the MAP enrollment. This information is to track all the participants that were identified as having a balance or allocation in the plan, along with their status relative to the map offering, and whether they have opted out, voluntarily opted in, etc.
   2. The managed account tab provides the dates related to each of the map statuses. The dates reflect activity dates, reallocation dates, the opt out deadline date, etc.

Now let’s review how to select custom criteria in order to communicate with managed account participants directly.

1. Begin from the homepage of the iJoin advisor portal
   1. Navigate to “messaging”
   2. Click “create new campaign.”
2. In the “Campaign Settings” screen
   1. Enter the desired campaign name
   2. From the targeting criteria drop down menu, select “is managed account participant”
   3. Determine which plans you want to include in the email
   4. Preview recipients, if prudent
   5. Determine if the email is intended to deliver a required annual notice to participants with the slide toggle.
   6. Click continue
3. From the “Recommended Campaigns” screen
   1. Select “See All Templates”
   2. Select the desired email template from the iJoin library
   3. Select “Continue”
4. Configure the email details, including
   1. sender’s name
   2. reply-to email address
   3. email subject
   4. schedule to when it should be sent
   5. any attachments.
5. Configure the text body
   1. speak to your desired messaging for the managed account participants
   2. The call-to-action button
6. Save the message.
7. The following screen will allow you to add additional messages to the campaign, if desired.
8. Confirm and finalize your campaign
   1. Confirm details
   2. Click “confirm and activate”

You can review the campaign along with associated information post activation under the messaging section of the main navigation.