Follow the steps below to schedule phishing campaigns that use system-recommended lures. The campaigns you create will automatically send simulated phishing emails of different complexities to all your users. A lure is sent to each active user at a random time once every two week period for the duration of the campaign.

  1. You can create a phishing campaign from either the Phishing Simulation > Overview page or Phishing Simulation > Phishing Campaigns. Select Create Campaign.

    PhS_Create-Campaign-Cust-Admin.jpg

  2. Enter the following details:

    • Campaign Name: The name of your phishing campaign. A default name is given, which you can overwrite using a maximum of 30 characters.

    • Description (optional): Short summary of the campaign.

    • Campaign duration: From the dropdown menu, select the length of time you want your phishing campaign to run. Different lures will be sent randomly to your customers' active users, once every two weeks.

      Options include:

      • Continuous (recommended): This is the default option, which begins on the start date you enter, and has no end date. You can only have one active Continuous Campaign, so if you already have one running, you won't see this option from the dropdown menu.

      • 1, 3, 6 or 12 months: Alternatively, you can select campaign durations of 1, 3, 6, or 12 months.

    • Start Date: Date on which your phishing campaign begins sending lures. By default, today's date is automatically entered. To change this, you can enter the date or select the calendar PT-Phish-Sim-Calendar.jpg icon to select a different start date.

      Note

      If you select today's date as a start date, then lures are scheduled to send from today.

    • End date: The end date is automatically prepopulated based on the campaign duration you selected. If you selected a Continuous campaign, then the end date is not applicable.

  3. Select Next.

  4. The next screen provides a summary of the phishing campaign you're about to create.

    PhS_Create-Campaign-Finish-Cust-Admin.jpg

    Note

    The option to automatically enroll new users in the campaign is enabled by default. This means that as new users are added to the system, they are automatically enrolled in this phishing campaign.

    If you want to modify any of your selections, select Back. When you are satisfied with your campaign, select Create Campaign.

The new campaign will appear in your Phishing Campaigns table in Phishing Simulation > Phishing Campaigns. See Managing Phishing Campaigns for additional details.