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Creating a Phishing Campaign

Follow the steps below to schedule phishing campaigns that use system-recommended lures. The campaigns you create will automatically send simulated phishing emails of different complexities to the customers you select. A lure is sent to each active user at a random time once every two week period.

  1. You can create a phishing campaign from either the Phishing Simulation > Overview page or Phishing Simulation > Phishing Campaigns. Select Create Campaign.

    PT-Phish_Sim-Create-Campaign.jpg
  2. Enter the following details:

    • Campaign Name: The name of your phishing campaign. A default name is given, which you can overwrite using a maximum of 30 characters.

    • Description (optional): Short summary of the campaign.

    • Campaign duration: From the dropdown menu, select the length of time you want your phishing campaign to run. Different lures will be sent randomly to your customers' active users, every two weeks during work hours.

      Options include:

      • Continuous (recommended): This is the default option and means that it is active immediately and has no end date. You can only have one active Continuous Campaign, so if you already have one running, you won't see this option from the dropdown menu.

      • 1, 3, 6 or 12 months: Alternatively, you can select campaign durations of 1, 3, 6, or 12 months.

    • Start Date: Date on which your phishing campaign begins sending lures. By default, today's date is automatically entered. To change this, you can enter the date or select the calendar PT-Phish-Sim-Calendar.jpg icon to select a different start date.

      Note

      If you select today's date as a start date, then lures are scheduled to send from today.

    • End date: The end date is automatically prepopulated based on the campaign duration you selected.

    • Email campaign results to selected customer admins (recommended): This checkbox is enabled by default, meaning that customer admins will automatically receive the phishing campaign results.

    • Auto enroll new customers in this campaign (recommended): This checkbox is enabled by default, meaning that new customers will automatically be enrolled in this phishing campaign.

  3. Select Next.

  4. Here you can select the customers you want to enroll in the phishing campaign. The default option is All Customers.

    PT-Phish_Sim-Create-Campaign-Select-Customers.jpg

    If you want to select specific customers, choose Select Customers, and select the checkbox(es) from the list displayed.

    PT-Phish_Sim-Create-Campaign-Select-Customers_Specific.jpg
  5. Select Next.

  6. The next screen provides a summary of the phishing campaign you're about to create.

    PT-Phish_Sim-Create-Campaign-Select-Customers-Preview.jpg

    If you want to modify any of your selections, select Back. When you are satisfied with your campaign, select Create Campaign.

The new campaign will appear in your Phishing Campaigns table in Phishing Simulation > Phishing Campaigns. See Managing Phishing Campaigns for additional details.