How to Configure Continuous Phishing Campaigns

You just finished using our Continuous Campaign Creator tool, and now you want some extra configuration; let's see how to get that done!

So you just finished setting up your continuous phishing campaign through the Continuous Campaign Creator tool, and now you're looking to configure and adjust the perimeters to that campaign. This is the article for you. 

In this article, we will be discussing the following... 

• How to select an audience
• How to set the schedule
• How to configure templates

Let's dive in!

Step 1: How to navigate to the continuous phishing campaign

To configure a continuous phishing campaign, you will first need to create one. Click here for a guide on how to create a continuous phishing campaign if you have not already. 

If you've already created the continuous phishing campaign, then we can begin by navigating to the campaign. 

If you aren't already at the home screen of the client portal, start by navigating to the home screen.

Once here, we need to get into the Phishing Dashboard. There are two paths to get to the Phishing Dashboard. 

1. Getting to the dashboard via our Training and Phishing Campaigns tab.
   1. Start by clicking on the Training and Phishing Campaigns tab.
      
   2. Once there, you will see three buttons (training dashboard, continuous campaign creator, and phishing dashboard); click on the Phishing Dashboard button to be brought to the phishing dashboard. 
      
2. Getting to the dashboard via the left-hand side menu. 
   
   1. Start by clicking on Phishing in the left side hand menu.
      
   2. Once the drop-down menu appears, click Campaigns.
      

Now that we're within the Phishing Dashboard, we will find the campaign we just created and click on the yellow pencil button to entire the campaign tool. 

 

Step 2: How to select an Audience

Now that we've entered into the campaign tool, our first step is to select an audience. 

 

You have four options for delivering campaigns. 

1. Company Campaign
   The company campaign option will deliver this campaign company-wide. So everyone currently on the platform and any future new users will be added to this campaign. 
   
   
2. Department Campaign
   The department campaign option allows you to deliver this campaign to a specific department within the company. 
   How to set up a Department Campaign:
   Start by selecting a department campaign.
   
   You will notice that it currently says "0 users" in red on the right-hand side. This is because we haven't inputted a department name yet. When we type into the box "PhinTech," we can see that one user is now in the campaign. 
   
   If you don't know how to add departments to your users, click here. 
3. Supervisor Campaign
   The supervisor campaign option allows you to deliver this campaign to a specific supervisor within the company. 
   How to set up a Supervisor Campaign:
   Start by selecting a supervisor campaign.
   
   You will notice that it currently says "0 users" in red on the right-hand side. This is because we haven't inputted a supervisor's email yet. When we type into the box "ej@maybephinsecurity.com," we can see that one user is now in the campaign. 
   
   If you don't know how to add a supervisor's email to your users, click here. 
4. Group Campaign
   The group campaign option allows you to run campaigns to specific Azure Groups. This option will only be present if you have connected an Azure Sync to our platform. 
   How to set up a group campaign:
   Start by selecting a group campaign.
   
   Once you've selected Group Campaign, click on the blue button labeled Groups to open the group selector menu. 
   
   Next, select which group or groups you'd like to deliver this campaign to. Once you have your group(s) selected, you will see the user count reflect the number of users contained in the group(s). 
   

Now that you've selected the audience that you'd like to receive this campaign let's set the schedule.

Step 3: How to set the schedule

Setting a schedule is easy with our scheduling tool. First, let's discuss how the tool works in conjunction with the Continuous Campaign Creator tool. 

When you set your Start Date with the Continuous Campaign Creator tool, that is not when the campaign will first deliver. The Start Date is when the campaign will begin to look for the sending perimeter set for the campaign.

What is the sending perimeter, and how do you set it? Great question! Let's dive in on how to set the schedule.

You can change your parameter with our scheduling tool shown below. You'll  notice the Start Date that you previously selected right before these options. Remember, this is just the date that the campaign will begin to look for the sending perimeter you set above. The soonest a campaign can be scheduled to send is 24 hours in advance. This is done by adjusting the start date seen below.

You have five options to adjust the campaign schedule.

1. Frequency of sending
   By clicking on "Once," you will see a dropdown menu that will allow you to change the frequency of the campaign.
   
   
2. Changing the frequency of delivery
   The second option will allow you to select Weekly, Monthly, or Quarterly.
3. Changing the week of delivery within the campaign
   The third option will allow you to adjust what week you'd like the campaign to deliver in any given month or time period.
4. Changing the delivery day of the week
   The fourth option will allow you to adjust what day of the week you'd like your campaigns to deliver on.
5. Changing the time of the delivery
   The fifth option will allow you to change the time at which the phishing campaign begins to fire.  
6. Changing the phishing window
   The sixth option will allow you to change the range of time phishing simulations are delivered in, also known as our phishing windows. If you'd like to learn more about how phishing campaigns deliver, click here.

 

Step 4: How to configure phishing templates

Below the scheduling tool, you'll first see Sending Channels and Learning Moments.

You will notice that you can't change the Sending Channel or Learning Types for Continuous Campaigns. They are preset and locked. If you'd like different sending channels or learning types you will need to create a custom phishing campaign.

Learn how to create a custom phishing campaign by clicking here.

Below the Learning Types, you will see Template Categories. These template categories are used to organize our templates. Making it easier for you to turn off entire categories of templates at once. 

Find a template category you'd like to review and click the green eyeball on the right. 

You will then see a list of all the templates within that category. 

To preview the template, click on the green eyeball within the template list. 

This will bring up a preview of the selected template. 

Step 5: Save & Launch

Finally, all you need to do from here is click Save at the bottom of the page to launch the campaign.