Campaign Manager
A phishing campaign can be launched to target users in two ways. The Fast Launch option allows you to initiate a phishing campaign quickly and easily, without having to designate any settings. However, if you prefer customization, advanced features are available to refine the campaign using the Campaign Manager option such as Schedule, Multiple Target Groups, SMTP Delay, Dead Time, and Randomize to allow you to modify a variety of elements to suit your needs.

Create a Campaign

Click on "+ NEW" on the Phishing Simulator > Campaign Manager page to create a new phishing campaign to set up to launch target users in three simple steps:
  • Campaign Info
  • Advanced Settings
  • Campaign Summary
Before launching a phishing campaign, you must create a target user group on the Company > Target Users > Groups page.

Campaign Info

Select a name for the campaign and identify the specific user groups to be targeted, the phishing scenario to be used, when it will be sent, and how long the campaign will be active.
The components of the Campaign Info page are explained below.
Campaign Name
The name of the campaign
Target Groups
The group(s) selected to receive the phishing campaign
When a target user group is selected, information about the users in that group is displayed on the right side of the screen
Phishing Scenarios
The phishing scenario to be used in this campaign
The scenario cannot be edited at this point. Click here for more information
Schedule
The date and time of the campaign launch:
  • Send now: Check this box if you want to launch the campaign right away
  • Save for later: Check this box if you want to send the campaign later
  • Schedule for: Check this box to begin the campaign on a specific date.

Advanced Settings

The advanced settings allow you to define additional specific elements of the campaign. The components of the Advanced Settings page are explained below.
SMTP
The SMTP server to be used for the phishing campaign
Distribution
If you're sending the phishing scenario email to a large group of people, using the SMTP Delay option will prevent the email from being blocked or quarantined.
  • Customize the pace of email delivery with the Send emails with SMTP Delay option. (seconds/minutes/hours)
  • Specify a timeframe for delivery with the Distribute emails over option. (hours/minutes)
Sending Limit
The number of emails to be sent in each batch. The system will automatically calculate how long it will take to send the campaign to the specified number of target users
Other Settings
The date and time of the campaign launch:
  • Exclude from reports: Check this box if you want to exclude the results of the campaign from the overall company score
  • Send only to users with an active phishing reporter add-in: Select this option to send the campaign only to users with an active phishing reporter plug-in
  • Send this campaign to randomly selected users: Choose this option to send the phishing campaign to randomly selected users within the target group. You have the option to choose a percentage of the group or a specific number of users

Campaign Summary

All of the details of the phishing campaign are easily accessible on one page, along with a preview of the phishing scenario and the landing page.
The components of the Campaign Summary page are explained below.
Scenario Info
The name of the campaign, the difficulty level, and the phishing technique employed. (Data submit, Click only, Attachment)
Settings
Date and time of the campaign, the number of emails to be sent, and the SMTP server info
Target Users
The target users who will receive the phishing email
Click on Preview to see the target users and target user groups
Email to be sent
The phishing email template selected for the campaign
Click Preview to see how it will be displayed in the target users’ inboxes
Landing page for users who click on the phishing link
The landing page template selected for the campaign.
Click Preview to see how it will be displayed in the target users’ browsers
Click Start to launch the campaign.
Click Cancel to rescind all of the actions, then click Quit in the pop-up window. If you want to make additional edits, click Continue Editing.

Campaign Manager Components

The components of the Campaign Manager page are explained below.
Campaign Name
The name of the campaign
Instance information indicating the number of times the campaign has been launched is available next to the campaign name
Target Users
The target users who will receive the phishing email
Status
Status information of the campaign. (idle, running, completed, paused, canceled, error)
Idle = The campaign is launched and has not started yet
Running = The campaign is in progress
Completed = The campaign is delivered to all target users
Paused = The campaign has been temporarily suspended
Canceled = The campaign has been withdrawn
Error = The status field displays an error message if there is a delivery problem
Created By
The source of the phishing campaign (system, custom)
Date Created
The date and time the campaign was created
Last Launch
The date of the most recent use of the campaign

Actions

These settings give you the ability to edit, preview, or delete campaigns, as well as create new instances. You can also resend a campaign to specific users.
Click on the three dots “︙” button under the Action heading to adjust the following features.
Edit
Change the settings of the relevant campaign
Create New Instance
Relaunch the campaign
Duplicate
Create a copy of the campaign
Delete
Delete the campaign

Campaign Instances

In the Campaign Name column, the Instances option will provide details of the campaign, such as how many times it has been launched and the users targeted.
The components of the Campaign Instances page are explained below.
Schedule
The date and time the campaign will launch
Status
Current status of the campaign (idle, running, completed, paused, canceled, error)
Date Created
The creation date of the campaign

Actions

You can delete, pause, or resume a paused instance on the Campaign Instances page as well as you also have the option to view detailed reports of an instance or resend the campaign.
Launch
Resend a campaign to a selected group
View Report
Access detailed reports of a campaign You can find more information about the report details here
Delete
Delete the campaign report
Suspend
Suspend an active campaign
Resume
Resume a paused campaign
Stop
Terminate an active campaign

FAQ

Q: Is it possible to remove the phishing simulation email from target users’ inboxes once the campaign has been launched?

A: Yes. The Incident Responder investigation feature gives you the capability to delete the phishing simulation email.

Q: Can I cancel the phishing simulation after the campaign has been launched?

A: No. You can only cancel the campaign before the launch date.

Q: Can I change the date and time of the campaign after it has been scheduled?

A: Yes. You can adjust the campaign settings at any time before the launch date.

Q: Is there a way to exclude phishing campaigns from showing up in the reports section, for example, if they were launched for testing purposes?

A: Yes. On the Advanced Settings tab, the Exclude from reports feature provides this capability.
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On this page
Create a Campaign
Campaign Info
Advanced Settings
Campaign Summary
Campaign Manager Components
Actions
Campaign Instances
Actions
FAQ
Q: Is it possible to remove the phishing simulation email from target users’ inboxes once the campaign has been launched?
Q: Can I cancel the phishing simulation after the campaign has been launched?
Q: Can I change the date and time of the campaign after it has been scheduled?
Q: Is there a way to exclude phishing campaigns from showing up in the reports section, for example, if they were launched for testing purposes?