How to Launch a Saved Preset

Launching presets saves you time by removing the need to repeatedly create the same campaigns.

Step 1: Finding the Custom Continuous Phishing Campaign Creator

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.
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    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. 
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    3. Getting to the dashboard via the left-hand side menu. 
      1. Start by clicking on Phishing in the left side hand menu.
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      2. Once the drop-down menu appears, click on Dashboard.
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    Now that you're in the Phishing Dashboard, you will see two buttons at the top of the page. Click on Launch a Preset Phishing Campaign to go into the custom campaign creator tool. 

    Step 2: Launch a Preset Phishing Campaign

    After clicking on Launch a Preset Phishing Campaign, you will be brought to our Campaign Launcher page. We have created 3 presets for you, but any presets you save within the custom phishing campaign creator (learn more here) will show up here as well. 

    To begin the process of launching a preset phishing campaign, you can just hover over a saved preset you'd like to launch. 

    Click the purple Launch Preset button to be brought into the campaign launcher. 

    Once in the Campaign launcher, you have a few items to set up. 

    Give your campaign a name.
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    Set the schedule.

    Setting a schedule is easy with our scheduling tool.

    You can change your perimeter with our scheduling tool shown below.

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    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. 
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    2. Changing the frequency of delivery
      The second option will allow you to select Weekly, Monthly, or Quarterly. 
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    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. 
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    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. If you'd like to learn more about how phishing campaigns deliver, click here. 
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    Review Templates

    Next review the templates included ensuring you're delivering your desired phishing templates.


    The final step is to simply click Launch at the bottom of the page. 

    You will now see your newly launched preset campaign under Active Campaigns on the Phishing Dashboard.