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 Dashboard.
      

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.
   
   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 "Accounting," 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 "John@doe.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 click Next. 

Step 4: Selecting Curriculum for this Campaign

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

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

Once you have selected the pre-defined 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.

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. 
   

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 hovering over the campaign and clicking the red cancel button.