Admin Managers' Guide: How to Create a Training Campaign

Continuous, ongoing training helps build and transform security habits, keeping teams up to date with ever-evolving threats. All Goldphish content is NCSC-accredited and updated quarterly to ensure your organisation stays safe online.

✅ Proactive Preparation:

1. Have you whitelisted? Ensure you've fully whitelisted our domains and any third-party systems so training notification emails land safely in learners' inboxes.
2. Have you set up the Phish Reporter? Verify the reporter is configured so users can practice reporting real-world threats alongside their training modules.
3. Have you sent out a test campaign? Send a quick test campaign targeting 2 or 3 users to verify email delivery.
4. Have you enabled Reminder Notifications? Set up automated monthly reminder emails to nudge learners who haven't completed their assigned modules.

Establishing a Baseline:

1. Launch a Baseline Phishing Test: Send an unannounced phishing test to everyone to capture your team's starting real-world risk level.
2. Launch a Training Baseline: Once that phishing test ends, deploy the Cyber Readiness Quiz. This is a one-time assessment designed to capture your learners' honest "baseline" knowledge before formal training begins.

Watch our Video Tutorial:

Launch a Training Campaign in 5 Steps

Step 1. Create Campaign

1. Sign in to your Admin Dashboard.
2. Navigate to Training > Campaigns.
3. Click the Create Campaign button (top right).

Step 2. Select Training Content

Filter and select modules from our library based on your current campaign goals:

• Interactive Modules: Video, eLearning, and embedded assessments (~10 mins). Excellent for core training.
• Micro Modules: Quick learning moments (~2 mins). Best for rapid focus areas.
• Videos: Great for monthly reinforcement (~2 mins).

To Select Content:

• Click on the cards to select them. Keep an eye on your Selected counter to track your queue.

Step 3. Select Recipients

Choose who will be enrolled in this specific campaign:

1. Only me: Adds only your account, perfect for testing a campaign layout before a company-wide rollout.
2. Everyone: Targets all active learners across the entire company.
3. Specific Departments: Target specific groups (e.g., Finance, HR).
4. Specific Learners: Manually pick individual users.

Step 4. Set a Schedule

Choose when and for how long the campaign will run.

1. Launch Date: Set the calendar date and the exact execution time (HH: MM).
2. Duration: Choose how long the formal campaign window will remain open:

• Month: One calendar month.
• Day: A fixed, customised number of days.
• Custom: Manually pick unique start and end dates.

Step 5. Complete Setup

Review your configuration block (Campaign Name and Description). To adjust anything, click Edit next to the corresponding section. Click Start Campaign to launch!🚀

Enabling Reminders mid-setup:

If you notice your global reminders are not active yet, click the Settings button in the grey reminder summary box. You will be redirected to Settings > Reminders, where you can toggle them ON. Once saved, return to your draft campaign to finish.

Campaign Overview & Metrics

You can track your team's progress and performance  in real-time via two routes:

1. Go to Dashboard > My Company > Scroll down to Training Campaigns > Select your campaign.
2. Go to Training > Campaigns > Select your active or ended campaign > Click View Campaign.

Understanding Training Metrics

Using the top control bar, you can filter user metrics by Name, Department, or Progress status.

If you get stuck at any point, click the chatbot icon on the bottom right to chat with our support team - we’re happy to help!😊