Vishing Campaign Manager

The campaign manager assists admins in launching vishing simulation campaigns to the end users. The settings such as Save for Later, Send Now, Schedule, Target Groups, Distribution, or Call Settings are set up from here before launching the campaign to end users.

Vishing Simulator Campaign Manager

This section explains the vishing campaign manager page. The components of the Campaign Manager page are explained below.

Campaign Name	The name of the vishing campaign
Target Users	The number of target users who will receive the vishing call
Status	The sending status of the vishing campaign
Created By	The company that the vishing campaign was created by
Template	The name of the vishing template used in the campaign
Date Created	The creation date for the campaign

Actions

You can delete, stop, view the report, and preview the campaign on the campaign manager page under the Actions column.

Launch	If the campaign is saved as Scheduled or Save for Later, click this Launch button to start the campaign immediately.
View Report	Access detailed reports of a campaign. You can find more information about the report details here
Delete	Delete the campaign report permanently
Stop	Terminate an active campaign. The users who haven’t received the call will be terminated and will not receive the call
Preview	Preview the steps of the campaign

How to send a Vishing Campaign

Click on + NEW on the Vishing Simulator > Campaign Manager page to create a new vishing campaign within these simple steps:

• Campaign Settings

• Vishing Templates

• Target Audience

• Call Settings

• Campaign Summary

Before launching a vishing campaign, you must create a target user with users who must have phone numbers on the Company > Target Users > Groups page.

Campaign Settings

Select a name for the campaign, when it will be sent, and if you want this campaign to be excluded from your reports.

The components of the Campaign Settings page are explained below.

Campaign Name	The name of the campaign
Schedule	The date and time 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. You can also choose the timezone for the launch date
Mark As Test	Check this if you wish to exclude this campaign from your reports

Vishing Templates

The vishing templates page allows you to choose the vishing template you wish to send from the available list of templates. The components of the Vishing Templates page are explained below.

Vishing Template Name	Name of Vishing Template
Preview	Preview the selected Vishing Template Steps

Target Audience

All of the details of the target groups that you wish to launch your vishing campaign are easily accessible on one page, along with a preview of the target users.

The components of the Targe Audience page are explained below.

Group Name	The name of the target group you wish to send the campaign to
Priority	Specify the priority information of the target user. If the priority is high, the user will get the email first.
Date Created	The date the user was created

When you select a specific target group you will see a table with the users information from that specific group.

First Name	User’s first name
Last Name	User’s surname
Phone Number	User’s phone number

Once you have selected the target group you wish to launch the camping to, click Next.

Call Settings

Set up the following fields correctly.

• Select the phone number from the dropdown menu that the end user will see when receiving the vishing call.

• Set up the call Distribution settings. You can call target users over a set of days and hours and a specified time period.

• Click Next.

Campaign Summary

All of the details of the vishing campaign are easily accessible on one page, along with a preview of the vishing call steps.

The components of the Campaign Summary page are explained below.

Campaign Name	The name of the campaign
Language / Voice	The selected AI language and voice for the template
Target Users	The target users who will receive the vishing call
Call Number	The phone number that end users will see when receiving the vishing call
Starting	The date and time that the vishing campaign will start distribution

Click Launch to start sending 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 vishing campaign manager page which allows admins to launch vishing campaigns to target users.