iJoin Release Notes: April 30, 2026
1. Overview
This release introduces new email campaign capabilities, enhanced administrative controls, reporting improvements, visual updates within Advisor Web, and important bug fixes to improve usability and system reliability.
2. Enhancements
2.1 Outside Assets Email Campaign
- What’s new: A new two-version email campaign has been deployed within ACT for users who have not yet entered outside assets. Two templates are available for the targeted audience: one with a video and one without.
- Benefits: Provides greater flexibility in participant outreach and helps encourage completion of outside assets entry, supporting improved engagement and data collection.
2.2 Batch-Level Enrollment Settings Management
- What’s new: Added batch-level functionality to enable or disable key enrollment settings, including Outside Assets Entry, Quick Tips, and Spousal Info Entry. This functionality also allows user status to be updated to Active or Disabled at the batch level.
- Benefits: Streamlines administrative processes, reduces manual effort, and gives plan administrators more efficient control over participant enrollment settings and user management.
2.3 MAP Fee Reports Update
- What’s new: Added a new MAP Provider column to MAP Fee Reports.
- Benefits: Provides greater clarity when reviewing report data and supports more efficient reporting analysis.
2.4 Advisor Web Page Restyling
- What’s new: Select Admin pages in Advisor Web have received a visual update. The White Label and User tabs under Settings were restyled using an updated framework. Image configuration now uses file upload instead of URL entry. Existing images remain supported.
- Benefits: Delivers a more modern and consistent look and feel without affecting existing workflows. The updated image upload method simplifies configuration and promotes consistent image handling.
3. Fixes
3.1 Advisor Headshot Updates in Users Tab
- Resolved issue: An issue prevented administrators from updating advisor headshots within the Users tab.
- What’s improved: Administrators can now reliably maintain advisor profile images, improving profile management and data accuracy.
3.2 Plan Summary Filter in Tile View
- Resolved issue: The Plan Summary filter in Tile View did not allow users to search by typing a plan name.
- What’s improved: Search usability is improved, helping users locate plans more efficiently.
3.3 Language Rendering Issue
- Resolved issue: Participant-selected language preferences were not rendering properly.
- What’s improved: Ensures participants experience the platform in their selected language, improving accessibility and overall user experience.
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