Baseline : Schedule a Baseline

The Baseline is a simulated phishing campaign used to determine your organisations' overall phishing risk and establish a baseline for future measurement.

The Baseline randomly assigns each learner a phishing email from our pool of highly sophisticated emails. Learners then randomly receive these email during the duration of the test. This test also utilises employee anonymisation to ensure a respectful first experience for your employees. 

Schedule Baseline via Learning Path

1. Go to the Learning Paths and select the New Baseline.
2. Provide a Name for the Baseline.
3. Select the learners you would like to enroll. 

   1. Smart Group

       Information
      This is the recommended approach to ensure any changes to the synched learners during the duration of the Baseline are enrolled.

       

      

       

   2. Individual Target

       Information

      • If a learner has a red dot next to their name, they are already scheduled for a block (training or phishing) in the system and are already using a licence. Selecting them again will not use an additional licence.
      • Choose from the filter options as preferred if the plan is to roll Baseline to selected employees only. 

       

      

4. Click .

5. Select the Baseline duration. Click Preview > Summary.

    

     We recommend running the baseline for 4 weeks. This ensures the delivery of simulations is evenly dispersed, allowing for a more accurate assessment.
6. Check the details on the summary page. If everything looks okay, click to schedule the new Baseline. 

Schedule Baseline via Email Template

1. As a Platform Admin, click Email Templates > Templates and filter Ranking to Baseline.
2. Choose the Email Template to be used for the Baseline, click the 3 dots and View.
3. Right side of the platform, Under Schedule click Add Group Schedule.
4. Create Schedule and fill out required fields and click Apply.
5. Under Target, click Add Target. 
   

6. Fill out per below screenshot and choose either Individual Target or Smart Group to select the learners to be enrolled.

   1. Smart Group

      Information
      This is the recommended approach to ensure any changes to the synched learners during the duration of the Baseline are enrolled.

      

       

   2. Individual Target

       Information

      • If a learner has a red dot next to their name, they are already scheduled for a block (training or phishing) in the system and are already using a licence. Selecting them again will not use an additional licence.
      • Choose from the filter options as preferred if the plan is to roll Baseline to selected employees only. 

       

      

   3. Click .

   4. Select the Baseline duration. Click Preview > Summary.

       

      We recommend running the baseline for 4 weeks. This ensures the delivery of simulations is evenly dispersed, allowing for a more accurate assessment.
   5. Check the details on the summary page. If everything looks okay, click to schedule the new Baseline. 

    

   Congratulations! You have successfully scheduled your Baseline.

    

   Next Steps

   Once the baseline exercise is complete, review your results and share these insights with your key stakeholders. 

   • Phishing Dashboard
   • Impact Report
   • Comparison Report
   • Phriendly Phishing Communication Collateral - check out our email template to share your baseline results with your leaders.