PhishSim Campaigns

[emma.waite.1 (Emma Waite)]

PhishSim Campaigns

Table of Contents

• PhishSim Campaigns
• Campaign Details
• Create a Campaign
• Edit a Campaign Draft
• Clone a Campaign
• Start a Campaign
• Stop a Campaign
• Delete a Campaign
• Manage Learners
• Manage Learners Using Dynamic Filters
• Sync Learner Enrollment

PhishSim Campaigns

PhishSim campaigns are used to send simulated phishing emails to your learners. The campaign determines campaign participation and the emails that will be sent. The PhishSim campaign page lists all draft, running, and completed campaigns.

Click the “three dots” menu on a campaign to see options for cloning, starting, stopping, and deleting campaigns. You can also add or remove learners in running campaigns and view more campaign details. Use the search to find specific campaigns, and use the arrows along the bottom to navigate through the pages of campaigns.

Campaign Details

The Campaign Details section provides information about a campaign, including for specific campaign runs. Browse to PhishSim > Campaigns and click the Details in the menu.

1. Campaign runs are listed individually showing the status, dates, and other information.
2. Click the Graph button to drill into more details about a run.
3. After clicking the Graph button, you can view information about emails sent in the campaign. You can also export the information in a .csv file by clicking on the Download button.

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Create a Campaign

The campaign builder is divided into sections. Click any section to expand it and change the campaign settings. Click Show Advanced Settings in the upper-right for some additional configuration options.

1. Click Select under Create a new campaign.
   
2. The first thing you need to do is provide a name for your campaign. You can also optionally set the campaign to be a test campaign. Test campaigns will not count towards reporting or learner grades. This is useful for testing new templates or experiencing the PhishSim training experience as a learner.
   
   
3. The Content section is where you select your PhishSim templates. At least one template must be selected in order to start a campaign, and you can use any combination of templates, batteries, and categories. You can also click the Templates page shortcut to navigate there and manage your PhishSim templates. The summary at the top of the section will indicate how many templates are available and how many will be sent to each learner in one run of the campaign.
   
   
4. The Learners section is where you select learners to participate in the PhishSim campaign. Enable Select all learners to enroll all learners in the campaign; otherwise you can select any combination of learners and groups to participate. Click the Learners page shortcut to go to learner management. The summary at the top will indicate how many learners will be enrolled in the campaign.
   
   
5. The Schedule section allows you to the set the duration and configure future runs of a campaign. A campaign can run for a specified number of days, all emails can be sent immediately, or the campaign can repeat daily, weekly, monthly, or quarterly. The repeat value defines the number of additional times a campaign will run. A value of 0 means the campaign will run only once, while a value of 1 will run twice (the intial run, then repeat once).
   
   
6. The Campaign summary provides an overview of all settings selected above to confirm the campaign configuration.
   
   
7. Click SAVE & SCHEDULE CAMPAIGN to finalize the campaign, or you can save as a draft if further changes are needed before scheduling the campaign.

Advanced Settings

Click Show Advanced Settings to see some additional campaign options that will need to be updated less frequently.

1. Branding: The selected brand will appear on the PhishSim education page and in email notifications. This will default to the brand set in your Account Settings.
2. Send a follow-up email to the learner: When enabled, phished learners will receive a follow-up email after receiving in-the-moment training. Select a notification template from the drop-down.
3. Add phished learners from this campaign into a group: Allows learners to be added to a group if they get phished. This is useful for enrolling learners in additional training after the in-the-moment training. If you type a group name that doesn’t exist already, the group will be created when the campaign is saved.
4. Business Email Compromise (BEC) email tracking: Allows you to track if learners are replying to PhishSim emails. Please note that email templates using a spoofed email address are incompatible with this setting. You will also need top specify a tracking action. For more information about using reply tracking and the available options click here.

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Edit a Campaign Draft

To edit a draft campaign, click the menu then select click Edit to open the campaign builder. After making changes, either Save & Schedule or Save Campaign As A Draft.

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Clone a Campaign

To clone a campaign, click the menu and select Clone. The cloned campaign will appear in the list with a number appended to the name. For instance, if you clone a campaign called Example then the clone will be named Example (1).

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Start a Campaign

Completed campaigns can be restarted. When restarting a campaign you’ll have an opportunity to select the start date and schedule.

1. Hover over a completed campaign and click the Start button.
2. In the Start Campaign popup window, select Start Date, Length, and schedule for the campaign.
   
   
3. Click Start to finalize the campaign.

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Stop a Campaign

In the the campaign list, click the menu then select Stop. This stops the running campaign run as well as any future runs. Once a campaign has been stopped it cannot be resumed, but it can be restarted.

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Delete a Campaign

In the the campaign list, click the menu then select Delete. Click Yes to confirm deletion.

Note: Campaign deletion cannot be undone. Deleting a campaign will also delete all reporting data for the campaign. If you wish to retain analytics from a campaign, you must run a report and export the information prior to deleting it.

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Manage Learners

Follow these steps to add individual learners to a campaign.

1. In the the campaign list, click the menu then select Add Learners.
2. In the popup window, select Add Individual Learners.
3. Click on learners in the Available Learners list. Learners will move into the Selected Learners list. You can also click on learners in the Selected Learners list to remove them.
4. Search for specific learners using the search box at the bottom of either list.
5. Confirm your selection by clicking the Add Learners button.

To remove individual learners from a campaign:

1. In the the campaign list, click the menu then select Remove Learners.
2. In the popup window, select Remove Individual Learners.
3. Click on learners in the Available Learners list. Learners will move into the Selected Learners list. You can also click on learners in the Selected Learners list to remove them.
4. You can search for specific learners using the search box at the bottom of either list.
5. Confirm your selection by clicking the Remove Learners button.

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Manage Learners Using Dynamic Filters

Learners can also be added to or removed from running campaigns using dynamic filters. This allows learners to be managed based on criteria such as department.

Add learners with dynamic filters

1. In the the campaign list, click the menu then select Add Learners.
2. In the popup window, select Add Learners via Dynamic Filters.
3. Select Filter Relationships. This option controls how multiple filters interact. Selecting “And” means that all conditions must be met, while selecting “Or” means that any condition can be met.
4. Add at least one filter by selecting a Field and Operator, and provide a Value. You must click the + button to add the filter.
5. Multiple filters can be added, and unwanted filters can be removed by clicking the X button.
6. Click Process Learner Preview to preview the list of learners.
7. Click Add Learners to add all learners in the preview to the campaign.

Note: Learners will appear in the learner preview if they match the defined filter conditions, even if they are already enrolled in the campaign. Learners cannot have multiple enrollments in the same campaign, so re-adding a learner will not impact training.

Remove learners with dynamic filters

1. In the the campaign list, click the menu then select Remove Learners.
2. Select Remove Learners via Dynamic Filters.
3. Select Filter Relationships. This option controls how multiple filters interact. Selecting “And” means that all conditions must be met, while selecting “Or” means that any condition can be met.
4. Add at least one filter by selecting a Field and Operator, and provide a Value. You must click the + button to add the filter.
5. Multiple filters can be added, and unwanted filters can be removed by clicking the X button.
6. Click Process Learner Preview to preview the list of learners.
7. Click Remove Learners to remove all learners in the preview from the campaign.

Note: Learners will appear in the learner preview if they match the defined filter conditions, even if they are not currently enrolled in the campaign.

Sync Learner Enrollment

If a group is enrolled in a campaign, learners in that group will be added to or removed from the campaign according to group membership at the start of each new run. If you want newly-added group members to be added to the current run of the campaign you can click Sync Enrollments from the menu in the campaign list. Clicking this will enroll any new group members in the campaign immediately.

Note that learners added via Sync Enrollment may have less time to complete their training. For example if a campaign ends in five days, a learner added today via Sync Enrollment will only have five days to complete it.

Note: The Sync Enrollment functionality will only affect campaigns where learners were enrolled via group membership.

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