How to Launch Continuous Phishing Campaigns

Launching a continuous phishing campaign on Phin's platform is quick and easy. Below we show you how!

There are two ways to create a continuous phishing campaign on Phin's platform:

  1. Through the Continuous Campaign Creator Button 
  2. Through Custom Continuous Phishing Campaigns

Continuous Campaign Creator

Step 1: Finding the Continuous Campaign Creator Button

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

Once on the home screen, click on Training and Phishing Campaigns.

Now you will see the blue Continuous Campaign Creator button. 

Step 2: Creating a Campaign with the Continuous Campaign Creator

Start by clicking on the Continuous Campaign Creator. By clicking on this button, it will open up the creator tool and begin the campaign creation process. 

After clicking, you will see the screen below. 

You will be prompted to answer seven questions. These seven questions build out both a continuous phishing and continuous training campaign. How you answer the questions will determine the curriculum for the training and the templates for phishing. 

Answering these questions builds a unique profile for this specific campaign and client. You can create multiple continuous campaigns and answer questions differently for each if you'd like more targeted training & phishing based on audience groups. 

Below are the questions you'll see in this campaign, with a few brief descriptions:

  1. Do you require GDPR training?
    1. What is GDPR? The General Data Protection Regulation (or GDPR) is a regulation in EU law on data protection and privacy in the European Union and the European Economic Area.
    2. Does this apply to me? If the client that you're enrolling in Phin does business within the European Union or the European Economic Area, then yes, they are required to be compliant with GDPR. Therefore, it'd be very wise to train your users on this compliance matter by answering Yes to question one. 
  2. Does this company have employees that work remote?
  3. How many employees does this company have?
  4. Does this company accept credit cards?
    1. This is PCI-related training. 
  5. Does this company have an internal Information Technology Department?
  6. What is this company's industry?
  7. Does this company require HIPAA training?
    1. What is HIPAA? HIPAA is a federal law that requires the creation of national standards to protect sensitive patient health information from being disclosed.
    2. Does this apply to me? If your client handles any patient health information, they would be required to be compliant with HIPAA. 

After answering the above seven questions, you will be taken to a page that gives you the curriculum selected based on your answers for both Phishing and Training.

Once you've reviewed the curriculum page, click Next to move to the scheduling page. The soonest a campaign can be scheduled to send is 24 hours in advance. This is done by adjusting the start date seen below.

Here you will see scheduling for both Phishing and Training. All training is set to monthly on the 1st Monday of the month by default. 

You have the option to configure a schedule that best suits your company's phishing needs on this scheduling page. This includes the frequency, phishing window, and start date.

Important Note: The Start Date is NOT when the campaign will first fire; it is when the campaign begins to look for your sending parameter to begin firing training and/or phishing. Find out more about how phishing campaigns are delivered here.

For instructions on how to change the sending parameter of a campaign, click here.

Once you have set your desired schedule, all you have to do is click Submit!

Custom Continuous Phishing Campaigns

If you're looking to create a Continuous Phishing Campaign, but you'd like more control over the templates within that campaign, this is the section for you. We will discuss how custom continuous phishing campaigns work and how to launch one. 

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.
    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. 
    3. 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 on Campaigns.

    Now that you're in the Phishing Dashboard, you will see two buttons at the top of the page. Click on Launch a Phishing Campaign to go into the custom campaign creator tool. 

    Screen Shot 2022-12-13 at 11.14.32 AM

    Once within the custom campaign page, you will see two sections...

    1. Campaign Info
    2. Campaign Type

    Feel free to change the Campaign Info to a name and description that best fits your goals for this custom phishing campaign. Once you have your Campaign Info set, go ahead and select Continuous for the campaign type. This will begin the process of creating a Custom Continuous Phishing campaign. 

    The final step will be to click next to begin creating this campaign, which we will dive deeper into in Step 2.

    Step 2: Creating the Custom Continuous Campaign

    If you skipped the above steps, make sure you've gone through the following steps:

    • Navigated to the Phishing Dashboard
    • Launched the Custom Phishing Campaign Tool
    • Set your Campaign Info
    • Selected Continuous Campaigns

    If you successfully went through all the above steps, you should have just clicked the Next button seen below, 

    which will bring you to the following page...

    Configuring custom campaigns is easy to do! Just follow the steps below.

    1. Select an audience
      1. The first step to this campaign is selecting the audience you'd like this to deliver to. You can choose any option that best fits your goals for this custom campaign. 
    2. Select your sending channels
      Screen Shot 2022-12-13 at 11.27.45 AM
    3. Select your Learning Type(s)
    4. Select the Template Categories to be included
      1. Selecting the template categories determines what types of phishing is included within this custom campaign. Make a selection by clicking on any of the blue buttons. 
      2. You will know when a selection has been made when you see a green check!
        Screen Shot 2022-12-13 at 11.28.51 AM-1
    5. Select your Publish Options
      For custom phishing campaigns, you have two options for publishing a campaign.
      1. Save and Launch
        1. Private Preset
          This tool allows you to save this custom campaign as a Private Preset. Saving a campaign as a Private Present allows you to launch this same campaign to this specific client in the future without having to recreate the whole campaign again. 
          Screen Shot 2022-12-13 at 11.41.43 AM
        2. Shared Preset
          A Shared Preset will save this custom campaign to all of your clients in your portal. This does not mean it will deliver to all of your clients. It simply saves the preset as an option for all of your clients. Saving you time from creating the same campaign over and over again for multiple clients. 
          Screen Shot 2022-12-13 at 11.41.51 AM
      2. Launch Campaign
        Launching a campaign without saving means you will not be able to easily launch this custom campaign again. You will need to recreate the campaign from scratch. 
        Screen Shot 2022-12-13 at 11.41.59 AM
    6. Once you have all of your selections made, click Next
    7. You will now be brought to the Campaign Launcher page. Here you will see the scheduling tool and a summary of the selections you made on the configuration page. 

      1. Set the schedule to the perimeter that fits your goals for the campaign. 
      2. Review the sending channels and templates selected. 
    8. The last step is to click launch!
      Screen Shot 2022-12-13 at 11.51.24 AM


    We have looked at how to create both a Continuous Phishing Campaign and a Custom Continuous Phishing Campaign in this article. If you have any further questions, don't hesitate to reach out.