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 the users you select. A lure is sent to each active user at a random time once every two week period for the duration of the campaign.

Note

Security Awareness Training for any users who click on a lure is automatically enabled when you create a phishing campaign. This means that users who click on a lure will receive an email notifying them that they've been assigned training. They'll receive a link to one of several training modules, such as Email Security or Data Protection.

  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. Here you can select the users you want to enroll in the phishing campaign. The default option is All Users.

    PhS-Select-Users-Cust-Level.jpg

    If you want to select specific users, choose Select users, and a list of your users will appear. Select the checkbox(es) for the corresponding user(s) or just click on the row(s).

    PhS-Select-Users-Cust-Level1.jpg

    You can select the checkbox at the top to automatically select all the checkboxes displayed.

  5. Select Next.

  6. The preview screen provides a summary of the phishing campaign you're about to create. If you chose the Add users option, then the users selected will be listed.

    PhS_Create-Campaign-Finish-Cust-Admin.jpg

    Note

    If you chose to enroll All Users in the campaign, then new users are automatically enrolled 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.