Create Campaign

Create and manage phishing campaigns to schedule, target, and track simulations across your organization.

Overview of Campaigns Creation

Campaigns allow you to launch and manage phishing simulations across your organization, giving you full control over timing, audience, and delivery. Whether you want to run a one-time phishing test, schedule recurring simulations, or target specific groups, campaigns make it easy to organize and track your simulations at scale.

Campaigns are ideal when you need to:

• Deliver organization-wide phishing tests on a scheduled basis.

• Run targeted campaigns for specific teams, roles, or departments.

• Combine multiple simulation types (Email, Voice, SMS, Deepfake) into a single coordinated effort.

• Track results over time to measure improvements in awareness and response.

Exploring the Campaigns Library

Exploring the Campaigns Library

Step 1: Open the Campaigns Library Inside the Campaigns Library, you’ll find a list of all phishing simulation campaigns that have been created.

Step 2: Review Campaign Details For each campaign, you’ll see:

• Campaign Name — The name of the campaign.

• Template — The email template used for this campaign.

• Recipients — The number of users included in this campaign.

• Status — Whether the campaign is in Draft or Sent.

• Open Rate — The percentage of recipients who opened the email.

• Click Rate — The percentage of recipients who clicked the phishing link.

Step 3: Use Campaign Actions

• If the Status is Draft, you can:

  1. Send Campaign — Launch the campaign to recipients.

  2. Edit Campaign — Make changes before sending.

  3. Delete Campaign — Remove it from the library.

• If the Status is Sent, you can:

  1. View Email Details — See the content and recipient engagement.

  2. Rerun Campaign — Relaunch it for new or existing recipients.

  3. View Results — Access the dashboard with metrics.

  4. Edit Campaign — Adjust for future use.

Building a New Campaign

Step 1: To Create a New Campaign go to the top right corner and click Create Campaign.

Step 2: Start by entering a Campaign Name to provide a clear, descriptive name to identify the campaign.

Step 3: Choose an Email Template Select the phishing email template you want to use (from the templates you’ve already created).

Step 4: Add a Description (Optional) Include details to explain the purpose or scenario for the campaign.

Step 5: Search & Add Recipients Find and add users, teams, or groups to receive the phishing simulation.

Step 6: Review Selected Recipients Confirm the final list of recipients.

Step 7: Schedule the Campaign Decide whether to send immediately or schedule it for a future date and time.

Step 8: Create the Campaign Click Create Campaign to save it.

• ⚠️ Note: If you don’t schedule a date/time, the campaign will send immediately once you click Create Campaign.

When creating a new campaign, you can add information to the following fields:

• Campaign Name — A clear, descriptive name to identify the campaign.

• Email Template — Select the phishing email template you want to use (created from the previous step).

• Description — Optional details to explain the purpose or scenario for this campaign.

• Search & Add Recipient — Find and add users, teams, or groups to include in the campaign.

• Selected Recipients — Review and confirm the list of recipients who will receive the simulation.

• Schedule Campaign — Choose whether to send immediately or schedule the campaign for a future date and time.

When everything looks good, click Create Campaign to save your campaign. These new campaigns will populate in the Campaign Library.

Please Note: A campaign will get sent immediately when you click Create Campaign if you do not schedule it for a future date and time.

Click into the next page to learn how to analyze your campaign results.