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:

A little setup goes a long way! Before launching your first training campaign, we recommend:

1. Whitelisting: To ensure your training and phishing emails land in learners’ inboxes without interruptions, follow the exact steps in our whitelisting guides for a smooth setup.
2. Run a Test Phishing Campaign: Send a test campaign to 3 - 4 users to check that whitelisting has been set up correctly and emails are getting through.
3. Set up Training Reminder Notifications: Managers can set a monthly reminder email to active learners who have not completed assigned training.
4. Plan Regular Campaigns: Instead of one annual campaign, schedule multiple campaigns throughout the year to keep security awareness top of mind.

Watch our Video Tutorial:

Launch a Training Campaign in 5 Simple Steps

Step 1. Create Campaign

• Sign in to your Admin dashboard.
• Go to the 'Training' section on the left-hand menu.
• Click the top 'Campaigns' tab
• Click the 'Create Campaign' button top right corner of the page.

Step 2. Select Training Content

This is where you choose what content your learners will receive.

1. Use the tabs to browse:

• All - Full content library.
• Interactive Modules - Video,eLearning, Assessment. (~10 min)
• Micro Modules - Quick learning moments (~2 min)
• Videos - Ideal for monthly reinforcement (~2 min)

2. Use filters to narrow down your search by:

• Topic (e.g. Phishing, Passwords)
• Status (e.g. New, Updated)

3. To Add Content:

• Click the three-dot menu (⋮) on any content card.
• Select ‘Select’ to add that content to your campaign.
• Keep an eye on the “Selected” counter to track how many pieces you’ve chosen.
• Once you're happy with your selection, continue to the next step.

Step 3. Select Recipients

Choose who will receive the training:

• Everyone - Send to all learners.
• Specific Departments - Target selected teams/groups.
• Specific Learners - Manually select users

Step 4. Set a Schedule

Choose when the campaign will be delivered. You can set up unlimited campaigns, schedule them and automate them.

1. Use the calendar icon to select your campaign’s start date.
2. Under 'Duration', choose how long your campaign will run for

• Month - Runs for 1 calendar month.
• Day - Select a fixed number of days.
• Customise - Manually set a specific start and end date.

Step 5. Complete Setup

• Click the 'Complete Setup' button and review your campaign.
• Enter the following:

1. Campaign Name. 
2. Description.

• Click the 'Edit' button next to any section to make changes.
• Click 'Start Campaign' to launch.

*Training Reminders:

If you haven't enabled reminder notifications yet:

• Click on the 'Settings' Button.
• You'll be redirected to the 'Reminders' tab under Settings.
• Toggle reminders ON.
• Return to the 'Training' section.
• Click on our 'draft campaign' to complete the setup to start the campaign.

Campaign Overview

To review your campaign, track user progress and completion rates:

• Go to the 'Training' section.
• Click on the Campaign you want to view.
• Click 'View Campaign'

System Emails - What Learners & Admins Receive

1. Learner welcome Email: Sent to new learners, prompting them to set their login credentials.
2. Training campaign Welcome Email: Sent to learners, nudging them to complete their assigned training.

Post-Launch Notifications

• Training Campaign Results Email: Sent automatically to the admin company manager after the campaign ends.