How to Create a Training Campaign
Why Do You Need Training?
To better equip yourself, your family, and your organisation to stay safe online.
Proactive Preparation
Before starting your Security Awareness Training, we recommend the following:
- Run a Test Phishing Campaign: Send a test phishing campaign to 3 or 4 users within the organisation to confirm that the whitelisting settings have been configured correctly.
- Set up Training Reminder Notifications: Managers can send out a monthly reminder email to active learners who have not completed assigned training within a specified time frame.
- Plan Regular Training Campaigns: Instead of one annual campaign, schedule multiple campaigns throughout the year to keep security awareness top-of-mind.
For detailed guidance, explore these guides:
Watch our Video Tutorial:
How to Create a Training Campaign
Follow these five simple steps to get started:
Step 1. Create Campaign
- Login into your Admin dashboard.
- Navigate to the 'Training' section.
- Select the top 'Campaigns' tab
- Click 'Create Campaign'.
Step 2. Select the Training Content
- Choose training content to include in your campaign, such as interactive eLearning 'Modules' and short animation 'Videos'.
- Navigate to the 'Template' card and click on the ellipsis menu ('3 dots').
- 'Preview' the available training content before making your selection.
- Click 'Select'.
Step 3. Choose your Recipients
- Choose to Target 'Everyone', 'Specific Departments', or 'Specific Learners'.
NOTE: If selecting 'Everyone' or a 'Department' for a scheduled campaign, any new learners added to the platform before the campaign end date will be automatically included and receive a training notification upon joining. They won't be automatically added to past campaigns that have already ended.
Step 4. Set a Schedule
- Click the 'Calendar' icon icon to select the campaign start date.
- Set the campaign 'Duration' and use the dropdown menu to customise according to your preferences.
Step 5. Complete Setup
- Select the 'Complete Setup' button.
- Populate the 'Campaign Name' and 'Description' fields.
- Click the 'Edit' button to set up a training 'Reminder' notification, if you have not yet already done so, to nudge learners to complete their assigned training.
NOTE: Once you set up a reminder notification for your initial training campaign, this setting will apply to all future training campaigns. If the Training Notification was not set up before campaign creation, remember to navigate back to the 'Training' section, locate your draft campaign, and complete the setup.
For detailed guidance, explore our guide on How to set up Training Reminder Notifications.
- Click 'Start Campaign' to launch.
NOTE: The campaign will not launch unless all steps are correctly completed. Unfinished campaign templates will be saved as drafts.
Pre-Launch Notifications
First-time learners will receive two system emails from app.goldphish.com:
- Learner welcome Email: Onboarding email sent to new learners when the first training campaign is launched. Learners are provided with a URL to the platform as well as unique login credentials.
- Training campaign Welcome Email: This email is sent to all learners when a new training campaign is launched and they have the training to complete.
Post-Launch Notifications
- Training Campaign Results: Results of a recently ended training campaign are automatically emailed to the company manager.
For detailed guidance, explore our guide on Overview of System Emails.