# 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.

<table data-header-hidden><thead><tr><th width="165"></th><th></th><th data-hidden></th></tr></thead><tbody><tr><td>Campaign Name</td><td>The name of the vishing campaign</td><td></td></tr><tr><td>Target Users</td><td>The number of target users who will receive the vishing call</td><td></td></tr><tr><td>Status</td><td>The sending status of the vishing campaign</td><td></td></tr><tr><td>Created By</td><td>The company that the vishing campaign was created by</td><td></td></tr><tr><td>Template</td><td>The name of the vishing template used in the campaign</td><td></td></tr><tr><td>Date Created</td><td>The creation date for the campaign</td><td></td></tr></tbody></table>

#### Actions

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

<table data-header-hidden><thead><tr><th width="160"></th><th></th><th data-hidden></th></tr></thead><tbody><tr><td>Launch</td><td>If the campaign is saved as Scheduled or Save for Later, click this Launch button to start the campaign immediately.</td><td></td></tr><tr><td>View Report</td><td>Access detailed reports of a campaign. You can find more information about the report details <a href="vishing-campaign-reports">here</a></td><td></td></tr><tr><td>Delete</td><td>Delete the campaign report permanently</td><td></td></tr><tr><td>Stop</td><td>Terminate an active campaign. The users who haven’t received the call will be terminated and will not receive the call</td><td></td></tr><tr><td>Preview</td><td>Preview the steps of the campaign</td><td></td></tr></tbody></table>

## 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

{% hint style="info" %}
Before launching a vishing campaign, you must [create a target user](https://doc.keepnetlabs.com/next-generation-product/platform/company/target-users) with users who must have phone numbers on the **Company > Target Users > Groups page**.
{% endhint %}

### 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.

<table data-header-hidden><thead><tr><th width="165"></th><th></th><th data-hidden></th><th data-hidden></th></tr></thead><tbody><tr><td>Campaign Name</td><td>The name of the campaign</td><td></td><td></td></tr><tr><td>Schedule</td><td><p>The date and time campaign launch:</p><ul><li>Send now: Check this box if you want to launch the campaign right away</li><li>Save for later: Check this box if you want to send the campaign later</li><li>Schedule for: Check this box to begin the campaign on a specific date. You can also choose the timezone for the launch date</li></ul></td><td></td><td></td></tr><tr><td>Mark As Test</td><td>Check this if you wish to exclude this campaign from your reports</td><td></td><td></td></tr></tbody></table>

### 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.

<table data-header-hidden><thead><tr><th width="180"></th><th></th><th data-hidden></th></tr></thead><tbody><tr><td>Vishing Template Name</td><td>Name of Vishing Template</td><td></td></tr><tr><td>Preview</td><td>Preview the selected Vishing Template Steps</td><td></td></tr></tbody></table>

### 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.

<table data-header-hidden><thead><tr><th width="176"></th><th></th><th data-hidden></th></tr></thead><tbody><tr><td>Group Name</td><td>The name of the target group you wish to send the campaign to</td><td></td></tr><tr><td>Priority</td><td>Specify the priority information of the target user. If the priority is high, the user will get the email first.</td><td></td></tr><tr><td>Date Created</td><td>The date the user was created</td><td></td></tr></tbody></table>

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

<table data-header-hidden><thead><tr><th width="166"></th><th></th><th data-hidden></th></tr></thead><tbody><tr><td>First Name</td><td>User’s first name</td><td></td></tr><tr><td>Last Name</td><td>User’s surname</td><td></td></tr><tr><td>Phone Number</td><td>User’s phone number</td><td></td></tr></tbody></table>

Once you have selected the target group you wish to launch the campaign 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 in your company's timezone. The timezone information comes from your company profile's timezone settings. If the timezone needs to be updated, go to **Company > Companies** and edit the company profile to update timezone settings.
  * If you can't see your company on that page, please ask your reseller, or if you don't have a direct reseller, contact the Keepnet support team.
* 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.

<table data-header-hidden><thead><tr><th width="156"></th><th></th><th data-hidden></th></tr></thead><tbody><tr><td>Campaign Name</td><td>The name of the campaign</td><td></td></tr><tr><td>Language / Voice</td><td>The selected AI language and voice for the template</td><td></td></tr><tr><td>Target Users</td><td>The target users who will receive the vishing call</td><td></td></tr><tr><td>Call Number</td><td>The phone number that end users will see when receiving the vishing call</td><td></td></tr><tr><td>Starting</td><td>The date and time that the vishing campaign will start distribution</td><td></td></tr></tbody></table>

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.

{% embed url="<https://youtu.be/jcScUso-zWI>" %}
