Setup Plan Contacts in Relius

Setup Plan Contacts in Relius for Notifications

The full email address for each iJoin Notification recipient must exist in Relius and in iJoin for Notifications to send with a successful status.

The Plan contact information can be verified in iJoin on the Plan Details / Contacts tab.
- For more information on Plan Details / Contacts see Setup Plan Details
iJoin pulls the Plan contact email information from Relius for the following contacts:
- Primary Employer / Sponsor
- Primary Plan Contact
- Primary Administrator
The Primary Advisor email address information is created and stored in iJoin on the Plan Settings / Profile tab.
- For more information see Setup Plan Settings

Setup Relius Plan Contacts

In Relius, go to the Contact Management System:

Primary Employer / Sponsor
1. Company level - Internet tab - Primary Plan Sponsor / Employer - Be sure to check the Primary box and click Save.
Primary Plan Contact
1. Contact level / Plan Association tab - Primary Plan Contact - Be sure to check the Primary box and click Save.
Primary Plan Administrator
1. Utilities - System Administration - System Administrator Update -System Users - Primary Email / Plan Access - Primary Plan Administrator - Be sure the Primary Email Address is correct and the Plan Access tab is populated with the Plan Access information. Save any changes.

4. If changes are made to the Relius / contact information, a Plan Sync is required to pull the new information into iJoin.

For more information on processing a Plan Sync see Process a Plan and Participant Syncs

For more information on setting up Notifications see Setup Notifications

For more information on Notification Errors see the Notifications section of Monitor Activity