Automatically enroll phished users to a training program.

  1. Go to Campaigns.

  2. Click + New campaign > Simulation.

  3. Fill out the campaign form and click + Follow up.
  4. Select the users you want to notify.
  5. Enable Enroll selected users to a training program.

  6. Select an email template.
  7. Click Preview to check the email. If you edit the template the changes will be reflected for this campaign only. The master template can be edited by clicking Settings > Notifications > Training email
  8. Click Continue.
  9. You will be redirected to complete the Follow Up Training form. 
  10. Enter the name of your follow up training
  11. The Select the recipients section will automatically select the phished recipients of the phishing simulation campaign. You cannot change the recipients of a follow up training campaign.

  12. Click the Select Program input field.

  13. Select the program you want your users to complete.
  14. The Schedule time setting is automatic and cannot be changed. It will take place 1 hour after the phishing simulation campaign ended and will last for a month 
  15. By default, a reminder email is enabled with 1 reminder sent 7 days before training campaign ends. You can optionally add up to 3 training reminder emails or disable the reminder emails.
  16. By default, the completion mail is enabled. You can keep it enabled or disable it.

  17. Click Create Campaign. The training program will be launched once the simulation campaign has ended. Your recipients can access the training for up to one month after its launch date.