Schedule Monthly Campaigns

The Monthly Phishing Campaign is a continuous chain of monthly phishing emails designed to progressively improve the detection and reporting capabilities of your staff for real-life instances of phishing emails. 

These emails are designed to start easy and get progressively harder as staff become more skilled and more confident.

Things to Note:

• Any customized or new Email Templates added after the schedule is set, which happens 7 days before the start of the training block or course, will not be added to the schedule.
• Email Templates removed after the schedule is set, are removed and a new email is added in its place. 

This article answers below questions:

• How can I schedule the Monthly Phishing Campaigns?
• How can I edit the Monthly Phishing Campaigns?
• How can I remove or delete the Monthly Phishing Campaigns?

Schedule the Monthly Phishing Campaigns

1. Log into your dashboard and go to the Learning Paths tab. Select New > Campaign (a Campaign creation page will open under the timeline)
2. Provide a Name for the Campaign
3. Select the learners you would like to include in the Campaign . (Using the filters and search function, you can refine the list of staff you would like to be part of the Campaign.) Once learners are selected click Schedule to advance to the next page. Note:
   • • If a learner has a red dot next to their name, they are already scheduled for something in the system and are already using a license. Selecting them again will not use an additional license.
     • To enroll all current and future learners, select the the below Smart Group. 
4. Select the Campaign duration. Optionally you can click the preview button to see how it fits in with your existing scheduled learning paths. Click Summary to advance to the next page. Note: The minimum amount of time a monthly phishing simulation can be scheduled for is 14 days.
5. Check the details on the summary page. If everything looks okay, click Finish to schedule the new Campaign. 

Once completed, the monthly campaigns will appear in your Learning paths timeline. You have the ability to edit, pause or remove a campaign once it's been set up.

Edit the Monthly Phishing Campaigns

1. Select the campaign you're looking to modify and select the pencil icon to update the details of the campaign.
2. Select Update Campaign to keep the changes you've made. Note: Make sure box is checked to ensure changes are applied 

Delete the Monthly Phishing Campaigns

1. Select the campaign you're looking to modify and select the bin icon to update the details of the campaign.
2. Check the box if you want the changes to apply to succeeding blocks. 

Explore Phriendly Phishing's award-winning course catalogue here!