General Overview
Campaigns serve as the central framework used to deploy and manage phishing simulations across your organization. They allow for precise targeting of specific employee segments and the selection of relevant simulation content via manual or AI-driven methods. By configuring structured delivery windows, campaigns facilitate the continuous assessment and reinforcement of your human firewall.
🆕 1. How to create a campaign step by step
1.1 Open the campaign wizard
Click on Content > Campaign > Add
1.2 Campaign Details
Define the basic information and target audience for your simulation.
Enter a clear Name for your campaign.
Select the Target audience - who should receive simulations from this campaign:
Entire organization: All employees are eligible to receive simulations.
Specific employee groups: Target specific departments, teams, or risk groups. Use the group selector that appears below to choose one or more groups.
Call center: Run simulations against a call center phone number. This option is only visible if the Call Center module is enabled for your organization.
💡 Only employees with an Active status will receive simulations. Employees with an Inactive status are excluded from active campaigns but remain in the system for historical reporting purposes.
1.3 Simulation Selection
Determines which phishing simulations will be delivered to your targeted users. Choose a simulation selection method:
Automatic: Utilizes the platform's AI-powered algorithm to automatically select and assign the most relevant simulations based on your context settings.
Select: Allows you to manually choose specific simulations from the library. The simulation list shows each entry's Name, Type, Difficulty, and Scope. Use the filter bar and column dropdowns to narrow results. Check the box next to each simulation you want to include selected simulations appear as tags at the top of the list.
1.4 Scheduling and Time Selection
Configure the timeframe and delivery windows for the campaign across two steps of the wizard.
Choose your Availability type:
Interval: Sets a date range in which the campaign will be scheduled. This uses the business hours previously configured in your platform settings (Settings → Scheduling → Business hours).
Daily business hours: Allows you to tailor delivery to specific days and time patterns.
Select the applicable weekdays (e.g., Tuesday, Wednesday, Thursday), set your start and end dates, and specify daily time intervals (e.g., 09:00 to 17:00).
Click Generate schedules. The platform automatically generates a schedule card for each applicable day in your selected range. You can manually adjust or remove specific dates if needed.
Define the Time selection type:
Random: Distributes simulations at random times within the configured availability window.
Minimum distance: Allows you to control simulation pacing. Configure a minimum time gap between simulations, a maximum number of simulations per day, and the time zone these settings apply to.
1.5 Summary & Campaign Creation
Review your full configuration in the Review & Confirm summary. All settings - campaign details, simulation selection, availability type, and time selection - are displayed for a final check. If everything looks correct, click Create campaign in the top right corner.
❗After creating the campaign, it is not started automatically. To start the campaign, follow the steps below.
1.6 Start the campaign
After creating the campaign, it will temporarily show the status Scheduling. During this status, the campaign is being automatically configured and is not yet finalized - this may take a few seconds or minutes depending on the number of employees or agents.
Once the configuration is complete, the status will change to Ready to Start. The campaign is now fully configured. To start it, click the three dots icon on the right side of the campaign row to open the actions menu, then click Schedule.
After clicking Schedule, the campaign status changes to Scheduled - the campaign is now planned but not yet actively running. Once the first simulations begin deploying within the configured time windows, the status updates to Running.
💡 If your campaign status reads Ready to Start but the status distribution is empty, this means no matching simulations and users were found based on your campaign settings. Please delete the campaign and create a new one.
📔 2. Campaign Management
Once your campaign is created, the main Campaigns dashboard serves as your centralized overview. This view provides immediate visibility into the lifecycle and performance of all your organizational phishing initiatives.
2.1 Overview
The summary list displays the core parameters of each campaign:
NameStatusStart & End DateLevelStatus DistributionGroups
Understanding Campaign Statuses
Every campaign progresses through a specific lifecycle. You can track and filter your campaigns using the Status dropdown.
Status | Description |
Scheduling | The campaign is being automatically configured after creation and is not yet finalized. This typically takes a few seconds or minutes. |
Scheduling Failed | The system encountered an error during the configuration of the campaign. Please delete the campaign and create a new one. |
Ready to Start | The campaign configuration is entirely complete. Activate it using the Schedule option in the three dots action menu on the right side of the campaign row. |
Scheduled | The campaign is planned and queued, but not yet actively deploying simulations. |
Running | The campaign is actively running and simulations are being deployed within the configured time windows. |
Finished | The campaign's scheduled delivery window has concluded. |
💡 If your campaign status reads Ready to Start, it will not send simulations automatically. You must click the three dots on the campaign row and select Schedule to officially start the campaign.
Understanding Status Distribution
The Status distribution column provides a breakdown of the individual states of all simulations currently under the campaign.
2.2 Campaign Analysis
To review granular performance data and behavioral metrics for a specific campaign, click the Analyse option in the three dots action menu on the far right of the campaign row. This directs you to a comprehensive reporting dashboard featuring:
Key Performance Indicators:High-level metrics displaying your overall Awareness score and total Simulation count, alongside percentage rates for Interactions, Incidents, Ignored simulations, and Employee training completion.Simulation Run States Distribution:A color-coded visualization breaking down the final state of the simulations (e.g., the proportion of safely Reported threats versus active Incidents).Schedule Overview:A chronological bar chart detailing the exact volume of simulations distributed across unique campaign dates.Event Distribution:A detailed horizontal funnel tracking the exact volume of specific employee actions across all simulations, from "Simulation started" down to "Mail opened," "Attachment clicked," and "Training completed."
2.3 Editing & deleting campaigns
💡 A running campaign cannot be edited, but if your campaign is still not yet started, you have the ability to edit your campaign via the edit button.
Editing a campaign allows you to change your campaign configuration such as the timeframe or the selected simulations:
In order to delete a campaign select the respective campaign and click on Delete in the top right corner:
