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Phishing Simulator: Setting up a Single Campaign

Setting up a single Phishing Simulator campaign is easy and takes only a couple of minutes.

💡This article will show you how to run a single campaign. To set up an ongoing, auto-managed program with multiple, rotating campaigns see Phishing Simulator: Creating an Auto-Managed Program

Once you have completed initial setup of the Phishing Simulator, you're ready to start a campaign. Go to Phishing Simulator > Campaigns tab > Under Security Awareness program Next Steps, click Start Here on the campaign you would like to activate or Preview to preview the email your learners will receive.

You will be presented with several options to customize your campaign.

Campaign Settings

  • Date Range - The date range the campaign will run
  • Send on - Select when you would like your phishing simulations to be deployed
  • Track Activity - Phishing links will remain active for the duration of this activity period

Assigned Learners

  • Click Assign to add learners or groups of learners to the campaign.

Email and Training

  • Preview Template - Click to preview the email that will be sent to learners.
  • Preview Training - Click to be taken to the Training Library page for the course that will be assigned to learners who fail. You can also click Share Preview on the page to send yourself a free demo of the course by email.

Training Landing Page

  • Click Preview landing page to see the landing page a learner will see if they click on a link in a campaign email.

Here's an example of a landing page:

Point of Contact

  • Add a point of contact that the learner can follow up with after training.
  • If you haven't set up a point of contact, click Edit in Settings to add one.

Edit Details and Publish

Once your settings are selected, you can click on the ellipses menu (⋮) to edit the campaign details, including customizing the name and thumbnail for the campaign. Doing this will make it easier to find the campaign you're looking for later.

When everything is customized to your preferences, click the purple Publish button at the top left of the page to launch the campaign!