How to Launch Custom Training Campaigns

Looking for custom training but still hands-off management? Custom Training Campaigns allow you to do just that.

Launching a custom pre-defined training campaign is a great middle-ground option on our platform. It allows you the flexibility to decide what courses are delivering but allows for scheduled campaigns. 

Step 1: Navigating to the Training Dashboard

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 Training Dashboard. There are two paths to get to the Training 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 Training Dashboard button to be brought to the phishing dashboard. 
    1. Getting to the dashboard via the left-hand side menu. 
      1. Start by clicking on Training in the left side hand menu.
      2. Once the drop-down menu appears, click on Campaigns.

    Step 2: Creating a Custom Training Campaign

    Once you're in the training dashboard, start by clicking the blue button at the top of the screen  Launch a Training Campaign.

    After clicking the Launch a Training Campaign button, you will be brought into the Training Campaign Editor. 

    Start by giving your campaign a name and description.

    Once you've named your campaign and given it a description, click Next.

    Step 3: Selecting an Audience

    Now it's time to select an audience to receive this campaign. 

    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.

      If it currently says doesn't show any users added, that is because we haven't inputted a department name yet. When we type into the box "A," 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.

      Select the supervisor's email.

      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. 

    Now that you've selected the audience that you'd like to receive this campaign click Next

    Step 4: Selecting Curriculum for this Campaign

    On the following screen, you will see all of the pre-built campaigns we have available for our partners. These pre-built campaigns will only deliver the training campaigns within them. You can only select one pre-built campaign per custom training campaign. 

    Select a pre-built campaign that'd you like to deliver to your partners. 

    You can also select individual courses by selecting 'Manual' instead of 'Prebuilt'

    Once you have selected the content you wish to deliver in the campaign, click Next

    Step 5: Setting the Schedule

    Setting a schedule is easy with our scheduling tool.

    When you set your Start Scheduling No Earlier Than, that is not when the campaign will first deliver. The Start Scheduling No Earlier Than 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 go ahead and dive in on how to set the schedule.

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

    Screen Shot 2022-12-13 at 2.03.29 PM

    You have five options to adjust the campaign schedule.

    All At Once, campaigns will deliver all the modules within the pre-defined campaign at once. 

    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. 

      Screen Shot 2022-12-14 at 11.17.20 AM
    2. Changing the frequency of delivery
      The second option will allow you to select Weekly, Monthly, or Quarterly. 
      Screen Shot 2022-12-13 at 2.03.47 PM
    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. 
      Screen Shot 2022-12-13 at 2.04.03 PM
    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. 
      Screen Shot 2022-12-13 at 2.12.07 PM

    Pre-defined campaigns will only run once through the list of courses. After the pre-defined courses have all been delivered, the campaign will stop. 

    Once you have your schedule set, the last thing to do is click Launch.

    You will now see your new custom training campaign listed under Active Training Campaigns. 

    At any given time, you can cancel your campaign by clicking the red cancel button.