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:
Whitelisting
- Ensure emails (training and phishing) reach learners' inboxes. Follow our step-by-step Whitelisting Guides for a smooth setup.
Run a Test Campaign
- Send a test phishing campaign to a small group (3–4 users) to confirm emails are getting through.
Enable Training Reminder Notifications
- Set up automated monthly reminder emails for learners who haven't completed their training.
Plan Regular Campaigns
- Security awareness is more effective when delivered year-round. Consider quarterly or monthly
Need more details?
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.
- Click the top Campaigns tab.
- Click Create Campaign.
Step 2. Select Training Content
Content Types:
- All - View the full content library
- Interactive Modules - Video, eLearning, Assessments (~10 min)
- Micro Modules - Quick learning moments (~2 min)
- Videos - Great for monthly reinforcement (~2 min)
Content Filters
Use Filters to find the right content:
- Language - Localise your campaign.
- Topic - e.g. Phishing, Passwords, Malware
- Status - e.g. New, Updated
The platform defaults to English (GB), but you can override this per campaign. Need to set your account default language? Visit our Localisation Guide.
Selecting Content:
- Click the three-dot menu (⋮) on any content card.
- Click Select.
- Keep an eye on the Selected counter to track your selection.
Step 3. Select Recipients
Choose who will receive the phishing campaign:
- Everyone - All active learners
- Specific Departments - Target by department or group
- Specific Learners - Manually choose individuals
Note: During campaign setup, if you select 'Everyone' or a 'Specific Department' for a scheduled campaign, any new learners added to the platform before the campaign end date will be automatically included in any live or upcoming campaigns and will receive training notifications upon joining. They won't be added to past campaigns that have already ended.
Unlicensed learners will be automatically excluded. To include them in future campaigns, remember to Renew Their Licenses.
Step 4. Set a Schedule
Choose when and for how long the campaign will run.
- Use the Calendar Icon to choose to select a start date.
- Under Duration, choose how long your campaign will run for
- Month - One calendar month
- Day - Fixed number of days
- Custom - Manually select a start and end date
Note: Learners can still access and complete their training even after the campaign's official end date.
Step 5. Complete Setup
- Click Complete Setup to review your campaign settings.
- Enter the following:
- Campaign Name
- Description
- To make changes, click Edit next to any section.
- Click Start Campaign to launch!
If you’ve scheduled the campaign, training will be delivered according to your chosen settings.
Training Reminders
If you haven't enabled monthly reminder notifications for incomplete training:
- Click Settings > You'll be redirected to the Settings section > Reminders tab.
- Toggle Reminders ON.
- Return to the Training section > select Campaigns tab.
- Open your draft campaign and complete the setup.
Note: Reminder emails are not tied to the campaign’s end date.
Learners will continue to receive reminders until they complete their assigned training, even if the campaign has ended. Reminders follow your chosen timing (e.g. first or last week of the month).
Need more info? Visit our How to set up Training Reminder Notifications guide.
Campaign Overview
To track learner progress and campaign completion:
- Go to the Training section > Campaigns
- Click on your campaign > View Campaign.
For more info? Visit our Monitor and Review Training Campaigns guide.
System Emails - What Learners & Admins Receive
Email Type |
Recipient | Purpose |
| Learner welcome email | New Learners | Guides learners to set up their password. |
| Training campaign welcome email | New Learners | Sent when a new training campaign is launched. |
| Learner training reminder | Learners | Sent if training is incomplete and reminders are enabled |
| Training campaign results | Admin Manager | Results of a training campaign that recently ended. |
Need more info? Visit our Overview of System Emails guide.
If you get stuck, contact our support team via the chatbot - we’re happy to help!