Creating campaigns

Depending on your company's security policies, certain content from external sources (for example, images) can be hidden in emails. To test user skills through simulated phishing campaigns, you must enable the display of content in emails. Learn more about how to enable the display of content from third-party sources in Microsoft Outlook.

To create a phishing campaign:

1. In the application web interface, select the Phishing simulator section.
2. Click the Create campaign button.

   The Add new campaign page opens on the Email template step.

3. In the Campaign name field, enter the name of the phishing campaign.
4. In the drop-down list below, select the language of the emails to be sent to users.
5. On the left side of the screen, select one of the following template table sections:
   • Default if you want to add a ready-made email template.
   • Custom if you want to add a previously created custom template.
6. In the line with the email template you want to include in the campaign, click the icon on the right side of the screen.

   You can preview the email by clicking the icon.

7. Click the Continue button.

   This brings you to the Participants step.

8. Check the boxes next to the users who you want to send simulated phishing emails to.

   You can use filters to search users.

   You can only select users who meet at least one of the following terms:

   • The user accepted the terms of the User Agreement by clicking the link in the platform invitation.

     The invite was automatically sent to the users after training started in their groups. You can resend invites manually.

   • The user's email address is a verified company domain.

     In this case you don't need to obtain user consent.

9. Click the Add to campaign button on the left side of the screen above the list of users.
10. Click the Continue button.

    This brings you to the Schedule step.

11. Select one of the following email modes:
    • Send all emails now.

      Emails based on all templates added to the campaign will be sent to users simultaneously immediately after the campaign is created.

    • Send all emails at the same time.

      Emails based on all templates added to the campaign will be sent to users simultaneously at the stated time.

    • Send emails randomly.

      Emails based on the templates added to the campaign will be sent at random intervals during a specified time period.

12. If in the previous step you selected the Send all emails at the same time or Send emails randomly option, set the schedule in the first part of the screen.
13. In the Data collection period drop-down list, specify how many days after the last email was sent to users should be considered the end of the campaign.

    Phishing campaign results will only be available after the data collection period has ended. Until then, you will only be able to see the number of clicks on links from emails.

14. Click the Create campaign button.

The phishing campaign is now created. The page with information about the campaign will be shown in the Statistics tab.

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