Create phishing/training campaign

A Campaign is a collection of one or more phishing/training tests. To create a simulated phishing/training campaign, follow the instructions below:

1.Log in to ESET Cybersecurity Awareness Training Admin portal.

2.Click Tests/Campaigns > Create Campaign.

3.In the Getting Started screen, select the type of campaign you would like to create, and click Save & Next:

•Phishing Campaign—A phishing campaign simulates a real-life phishing attack against your targets. The emails sent in a phishing campaign are meant to be deceptive. You will use phishing email templates in a phishing campaign.

•Training Campaign—A training campaign is meant to train your users. Targets cannot fail a training campaign (only email open, reported, and viewed training page actions will be recorded for training campaigns).

4.In the Schedule screen, set the following parameters:

•Campaign Name—Type an applicable name.

•Group(s)—Select the group(s) that you want to test. If you select multiple groups for testing, you cannot omit individual targets in the groups being tested. However, you can still exclude targets using filter parameters at the Target Selection stage. If you select a single group, you can choose individual targets or the entire group. Click the Target Selection toggle to select targets from a group for testing.

5.Courses—Click the Auto-Enroll failing targets toggle to allow the targets that fail the simulated phishing test to be enrolled in the courses of your choosing automatically.

6.Frequency—Specify whether you would like the test to run one time or repeat in the future, the number of repetitions, and how often you would like the test to recur.

7.Click Save & Next.

8.The Course Auto-Enroll screen allows you to auto-enroll targets into selected courses based on their failure type on a group-by-group basis.

9.Click Save & Next.

10.The Targets step will differ depending on whether you selected a single group or multiple groups for testing.

11.In the Phishing/Training Templates screen, select the templates you intend to use in the campaign. You can add custom templates you have built or edited in your account or use pre-made templates from the Portal template library.

12.In the Verify & Run Test screen, you are prompted to authorize any domains that have not been pre-authorized, and you are given the option to review the test configurations.