Phishing 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, Expire Date, Multiple Scenarios, and Randomize to allow you to modify a variety of elements to suit your needs.
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)
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Scenarios | Shows how many scenarios has been launched in the campaign. |
Method | Method type of the campaign |
Training | List the phishing campaigns that were launched with training content. |
Created By | The source of the phishing campaign (system, custom) |
Email Delivery | |
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 | Preview the campaign details, including the Email Template, Landing Page, and any associated training content that was selected. |
Edit | Change the settings of the relevant campaign |
Create New Instance | Relaunch the campaign |
Duplicate | Create a copy of a related campaign with the same settings and launch it to the new or other 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 the system will send the selected scenarios randomly to the selected groups. |
Start Time | The date and time the campaign is launched |
Target Users | The total target users that the campaign was launched to. |
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 |
Cancel | Terminate an active campaign. The system won't send the phishing email to the users who haven't received it. |
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 four simple steps:
Campaign Settings
Phishing 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. |
Type | Filter scenarios according to their method type. |
Language | Filter scenarios according to their language. |
Difficulty | Filter scenarios according to their difficulty level. |
Training | Select training and send the training via email or redirect it immediately once the user falls for a phishing campaign. Enrollment: Users can either be redirected to the training immediately with the "Start Training Immediately" option or opt to receive the training later through an email with the "Enroll via Email Notification" option.
Reminder: The users who don't complete the training will receive additional reminder emails. Certificate: The users who complete the training will receive a certificate. |
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 |
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Delivery Settings
Set email delivery options.
The components of the Delivery Settings page are explained below.
If multiple companies are selected and DEC is chosen for email delivery, but a customer doesn't have DEC configuration, or it fails, the system will use the default SMTP in the customer's company profile to sending simulation emails to the target users.
Email Delivery | |
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:
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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.
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 phishing scenario and the landing page.
The components of the Campaign Summary page are explained below.
Campaign Info | The name of the campaign, the difficulty level, and the phishing technique employed. (Data Submission, Click only, Attachment) |
Settings | Date and time of the campaign, the number of emails to be sent, 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 phishing email. Click on Preview to see the target users count and target user groups. |
Email that will be sent to users | 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 |
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 covers the Campaign Manager options such as Schedule, Multiple Target Groups, SMTP Delay, Expire Date, Multiple Scenarios, and Randomize to allow you to modify various elements to suit your needs.
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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