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Phishing Simulator: Creating an Auto-Managed Program

Set up a continuous phishing awareness program in minutes. The Auto‑Managed Program automatically schedules and rotates campaigns, assigns learners, and tracks results so you can improve human risk with less manual work.

💡If you haven’t set up Phishing Simulator yet, please review the Quickstart guide!

What You Can do with an Auto-Managed Program

  • Launch a recurring program with a single click from the Campaigns screen or Risk Analysis recommendations
  • Choose frequency, deployment days,, and a start date
  • Assign to everyone or specific groups
  • Use recommended campaigns or manually select and order templates 
  • Preview the positive, guidance‑first landing page learners see if they click a link
  • Add a point of contact to help learners know where to report or ask questions

Setup Guide

Click the purple Create auto‑managed program on the Campaigns screen to start creating your program. 
 
 
 
You'll be presented with several sections with settings to customize your program. Here's an overview of your options for customization. 
 

Customization Options

 Edit Title and Thumbnail
Keep the preset options or click on the pencil icons to rename your program or add a thumbnail. 
 

Campaign Settings

Set frequency, Send on days, tracking window, and start date.
 

Assigned Learners

Assign learners and toggle auto‑include for new hires.
  

Emails and Trainings

Accept our recommendations based on your settings or customize your campaign lineup to your own specifications.
 

Training Landing Page

Click Preview Landing Page to preview what a learner will see if they click a link in one of the simulated emails. 
 

Point of Contact

Click Edit in Settings if you need to add a Point of Contact or edit an existing contact. 
 

Launch your Auto-Managed Program

Once you've customized your program, it's time to launch by clicking the purple Launch button at the top-right. If you don't see the launch button, Make sure you have assigned the campaign to at least one Learner! 
 

Viewing, Managing, and Editing Your Campaigns

You can find any campaigns and campaign drafts on the Campaigns page by searching, filtering, or navigating by campaign status in the Security Awareness Next Steps section. 
 
 
To View and manage the campaign click on the View button. You will see the campaign details, a quick Campaign Analysis overview and the Delivery funnel.
 
You can click the ellipses menu (⋮) at the top right to edit, pause, or end the campaign. 
 
For more detailed reporting on your campaigns, please see Phishing Simulator: Reports and Insights
 

Tips

  • Start monthly on weekdays for steady cadence without inbox fatigue
  • Rotate difficulty and themes to prevent pattern recognition
  • Review results after each cycle and adjust selections as your environment changes