# Create Campaign

## 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

<figure><img src="/files/7oCH94ziZY9UahT6le6z" alt=""><figcaption></figcaption></figure>

## 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

<figure><img src="/files/7oCH94ziZY9UahT6le6z" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/V5XhvMfLnsXPnETEEj69" alt="" width="563"><figcaption></figcaption></figure>

**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.


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