How to Manage Phishing Simulation Training

Where can I manage a running Phishing Simulation training?

You can manage Phishing Simulation trainings from such places:

1. Dashboard
   Go to the Dashboard menu item on the left side, choose the Phishing Simulation training you want to edit, and click the Edit button.

2. Phishing Simulation
   Go to the Phishing Simulation menu item on the left side, choose the Phishing Simulation training you want to edit, and click the Edit button.
   
   

   

View a running Phishing Simulation training

You can check the details of already created Phishing Simulation training from the Dashboard or Phishing Simulation by clicking the See Details button on Phishing Simulation training.

Edit a Phishing Simulation training

1. Click the Edit button to edit a Phishing Simulation training. It’s possible to edit not started and already running Phishing Simulation training.

2. Edit Phishing Simulation training name.

3. Edit dates

   1. Update the Phishing Simulation training start and end date.

   2. Add a checkmark to the End training on the client’s subscription end date if you want to prefill the end date with the subscription end date.

   3. Click Next button

The start date can be updated only for not-started Phishing Simulation training.

After the start/ end dates update, the email cadence will be recalculated and redistributed automatically.

4. Edit phishing templates

   1. Use anchor links on the left to navigate through year 1, year 2, and year 3 recommendations.

   2. Use categories to filter the Phishing Simulation templates by category. All categories are shown by default.

   3. Use list/ card view for template selection as per your preference.

   4. Use the eye icon to see the Phishing Simulation preview.

   5. Add a checkmark to the templates you want to add to the Phishing Simulation training.

   6. Click on the arrow next to Added to Training to see the summary of templates that will be added to the Phishing Simulation training.

   7. Click the Next button after you finish the template selection.

Best Practice Tip
How many templates should you add to a Phishing Simulation?

We recommend to send out 1-2 phishing simulation emails per month. You can check the forecasted cadence in the Added to Training summary by clicking on the side arrow.

5. Edit training report
   Reporting settings can’t be changed after the training launch.

6. Review training summary

   1. Click the Save & launch button to launch the Phishing Simulation training.

   2. Click the Back button if you want to make changes.

Manage the list of Phishing Simulation training participants

If you want to update the list of Phishing Simulation training participants, you need to go to the left side menu item User Management and manage the list of users. All new users will be automatically enrolled in the running Phishing Simulation training as soon as they are marked as Active in the User Management section.

Create another Phishing Simulation training

You can create multiple phishing simulation trainings. Go to the Phishing Simulation menu item on the left side and click the New Phishing Simulation button to create a new Phishing Simulation training.