How do I schedule a Phishing & Awareness Training?

In order to schedule a send out for an assessment, please follow the steps below. Notice that you first need to setup a template and import e-mail recipients.

  1. Login to Security Center.
  2. Click Phishing & Awareness Training Schedules > Add schedule.
  3. Under General information enter the following:
    • Name: the name of the assessment, e.g. Assessment all staff July 2017 .
    • Owner: select the owner of the assessment.
    • Template: select the template for the assessment. 
    • Starts on: select the date and time when the send out will be done and the assessment is started.
    • Assessment duration: the duration for the assessment. After the number of days have passed the assessment is closed and no more statistics are collected.
  4. Under Sendout make the following settings:
    • Sendout
      • Starts on: select when the assessment starts. 
      • Timezone: select the timezone.
      • Assessment duration: select the duration of the assessment.
    • Privacy
      • Anonymize collected user data: select if sendout should be anonymous. 
      • Do not track severity and risk trend for recipients: select if tracking should be disabled. 
    • Frequency
      • All emails at once: this setting will send out all emails at once. 
      • Distributed over time period: this setting will let you select a distribution period for when the emails will be sent.
        • Distribution period(min): this setting needs to be greater than or equal to 30 or less than or equal to 10080 (one week) 
      • In batches: this setting will let you select if the emails will be sent in batches on a set time.
        • Batch size: the amount of recipients in the batch that will be sent.
        • Sent every (min): how often the emails will be sent
  5. Under Recipients make the following settings:
    • All: select this option if you want the assessment to target all recipients in the system. 
    • Custom recipients: select this option if you want the assessment to target a specific group of recipients. Under Tags select the groups you want to target,
    • Under Exclude you can exclude specific recipients and groups by doing the following:
      • Recipients: select specific recipients to exclude.
      • Tags: select specific recipients to exclude.
  6. Under Education make the following settings:
    • Automated education: when activating automated education each recipient will receive a tailored educational email based on the user's actions in the simulation.
      It’s important to setup a SPF record before the assessment is launched.
      Read how this is done here  

      • Educational template: select what educational template that should be used.
    • Trigger: select when the recipients should receive the educational sendout. 
      • Send educational emails when the assessment is finished
      • Send educational email after action is preformed by user (excluding opening the email)
      • Send educational email instantly after action is preformed by user (excluding opening the email)
  7. Under Notifications you can enable notifications before and after the assessment.
  8. Click OK.
  9. Done!

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