Learners and Groups Frequently Asked Questions

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Learners and Groups Frequently Asked Questions (FAQ)

How do I delete all learners or learners in bulk?

  1. Go to Learners > Activate/Delete.
  2. Select Delete from the drop-down menu.
  3. Make sure the toggle has “Learners via Dynamic Filters” selected.
  4. To delete all learners, select/Enter the following:
    • Field: Email
    • Operator: Contains
    • Values: @
  5. Click the yellow plus button to add the filter and then click the Apply button to complete the deletion. It will ask for confirmation prior to deleting.

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How do I mass delete Learners with a CSV Upload?

Part 1: Updating the list of learners to delete

  1. Go to Learner > Import to download and open the Sample Learners file.
  2. Take the list of learners that need to be removed by adding their email addresses into the email address column of the spreadsheet.
  3. Add the word “delete” to the custom field for each learner. This is what will be used to identify learners in an upcoming step.
  4. Upload this list to the platform with the settings “Group Listed in CSV” and “Update Learners” by clicking the blue PREVIEW UPLOAD button on the import learners page.
  5. Confirm your upload has no errors on the preview page and then click the UPLOAD LEARNERS button.

Part 2: Deleting the learners

  1. Go to Learners > Activate/Delete.
  2. Select the Delete from the first drop down and toggle to Learners via Dynamic Filters .
  3. Create the following filter:
    • Field: Custom Field
    • Operator: Contains
    • Values: delete
  4. Click the yellow “ + ” button to apply the filter.
  5. Click the yellow Process Leaner Preview to populate the list of learners to be deleted.
  6. Click the yellow Apply button beneath the learner list to complete the deletion. A deletion confirmation screen will appear asking you to confirm this action.

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How do I create a group of learners that were phished during a particular PhishSim campaign?

Part 1: Creating a Static Group

  1. Go to Learners > Groups
  2. Click on New Group and select Static Group.
  3. Provide a name for the Group. Example: Phished Learners MM YYYY
  4. Infosec IQ does not allow static groups to be created without any learners. Add yourself to the group (or any other learner) and click save.
  5. Once saved, you can remove yourself from the group by navigating to Learners > Individuals
  6. Use the search bar to find yourself, or the learner you added to the group.
  7. Hover over the learner’s name and click on the edit pencil
  8. Click on the group name that was just created to remove that learner from the group.

Part 2: Adding that group to a PhishSim Campaign

  1. Got to PhishSim > Campaigns
  2. Select New Campaign
  3. In the campaign creator, select the learners and content that you want to include in the campaign.
  4. Under the Content Section, locate the Phished Actions section.
  5. Click into the Add group… box and start typing the name of the group that was created in Part 1.
  6. Configure the rest of your campaign settings. Once launched, any phished learner will be added to the defined group.

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How do I export all my learner information fields?

  1. Go to Reports > My Dashboards.
  2. Click on the Learner Reports dashboard on the left.
  3. On the “Learner list” widget, click Options > Download > CSV File.

This will export a complete list of all learners and all the information from their profile including custom fields.

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What is Infosec IQ Start Date?

Infosec IQ Start Date defaults to the learner creation date and is used to trigger enrollment in a New Hire campaign. When a learner is created or synced into Infosec IQ for the first time their Infosec IQ Start Date will be set to the current date.

The Infosec IQ Start Date can be manually updated if needed. The date could be changed to a date in the past to align with the employee’s start date at your organization, or set to a date in the future to enroll a learner in a new hire campaign later on.

At this time the Infosec IQ Start Date field has no additional function outside of New Hire campaigns.

For more information please see New Hire Campaigns.

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