Callback Campaign Manager

Launch a callback campaign targeting users with enhanced options like Expiration Date, Mark As Test, Multiple Scenario Selection, SMTP or DEC delivery, Frequency or Distribution via the Campaign Manager.

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 callback 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is delivered to all target users Paused = The campaign has been temporarily suspended Canceled = The campaign has been withdrawn Error = The status field displays an error message if there is a delivery problem
Scenarios	Shows how many scenarios has been launched in the campaign.
Created By	The source of the phishing campaign (system, custom)
Email Delivery	The selected email delivery option, SMTP or DEC rule.
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.

Preview	Click the eye icon to preview the campaign
Edit	Change the settings of the relevant campaign
Create New Instance	Relaunch the campaign with the same settings to target groups
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.

Frequency	If you have selected multiple scenarios, it shows how often you selected the scenarios to be sent randomly to the selected groups.
Target Users	The number of target users who will receive the campaign
Start Time	The date and time that the campaing was started
Status	Current status of the campaign (idle, running, completed, 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
Delete	Delete the campaign report
Stop	Terminate an active campaign

Create a Campaign

Click on "+ NEW" on the Callback Simulator > Campaign Manager page to create a new callback phishing campaign to set up to launch target users in four simple steps:

• Campaign Settings

• Callback Scenarios

• Target Audience

• Delivery Settings

• Campaign Summary

Before launching a phishing campaign, you must create a target user group.

Campaign Settings

Enter basic information about this campaign. The components of the Campaign Info page are explained below.

Campaign Name	The name of the campaign
Tracking Duration	Select the time period you want to keep this campaign active
Mark As Test	Select this box if you want to exclude the results of the campaign from the overall company score

Phishing Scenarios

Select one scenario to send selected target users or select multiple phishing scenarios to distribute randomly.

If multiple scenarios are selected, each user will receive a random scenario.

Scenarios	Select scenarios to be sent to selected target users.
Language	Filter scenarios according to their language.
Voice	Filter scenarios according to AI voices.
Difficulty	Filter scenarios according to their difficulty level.

Target Audience

Select target groups for your campaign.

Target Audience	Choose one or several recipient groups to send the selected phishing scenarios to.
Limit Recipients	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 add-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.

Delivery Settings

Set email delivery options.

The components of the Delivery Settings page are explained below.

Email Delivery	Choose the email delivery settings, which can be either SMTP or DEC.
Frequency	If you have selected multiple scenarios, you can choose how often you would like to send the scenarios randomly to the selected groups.
Schedule	The date and time of the campaign launch: Schedule for: Check this box to begin the campaign on a specific date. Save for later: Check this box if you want to send the campaign later. To send now, click the "Now" button after opening the date and time pop-up.
Distribution	When you launch a phishing campaign to a large audience, this feature ensures that the emails are not blocked or quarantined by the recipient's email server. It achieves this by distributing the emails over a period of time rather than sending them all at once. Send emails when the campaign starts: As the campaign begins, emails are immediately dispatched to the selected target users. Send emails on defined days and hours: You can determine the specific days and times when emails will be delivered to the chosen target users. Sending limit per batch: Define the quantity of emails you'd like to send to the recipients in each batch during the chosen days and times. Send emails with delay every: Decide on the duration of the pause between sending each batch, whether it's in seconds, minutes, or hours. The system will automatically determine and show you the duration required to send the campaign to the designated number of recipients based on your chosen settings.

Campaign Summary

All of the phishing campaign details are easily accessible on one page, along with a preview of the callback email template and callback template.

The components of the Campaign Summary page are explained below.

Scenario Info	The name of the campaign, the difficulty level and the tracking duration are listed.
Settings	Date and time of the campaign, the number of emails to be sent in batch, and the email delivery info
Other	Other additional enabled settings will appear here such as "mark as test" option.
Target Users	The target users who will receive the callback campaign. Click on Preview to see the target users count 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
Callback Template	The selected callback template for the campaign. Click Preview to see how it will be displayed in the target users’ browsers
Schedule	By enabling the frequency feature, you can view the date and time when the scenarios will be delivered to the selected groups.

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.

Video Tutorial

This tutorial explains the features of the Campaign Manager, including Scheduling, Targeting Multiple Groups, SMTP Delay, Expiration Date, Multiple Scenarios, and Randomization. These options help you customize and launch the callback campaign for your target users.

FAQ

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

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

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. At the beginning of the campaign creation, enable the "Mark As Test" feature to exclude the campaign report from the overall company score.

Q: Why do callback emails contain the "X-MS-Exchange-Organization-SkipSafeLinksProcessing: true" header?

A: This header prevents Microsoft Defender from analyzing links in callback emails, ensuring accurate test results and preventing false positives.