If you have a Platinum or Diamond-level subscription, there are many ways you can utilize our Smart Groups feature to automate phishing and training workflows in your KnowBe4 console.
In this video, we show examples of Smart Groups that you can create for ad hoc reporting, assigning remedial training, or for targeting your phish-prone, or vulnerable users with additional phishing tests.
As an alternative to the examples in the following video, if you'd like to set up a fully automated and dynamic phishing and remedial training plan, see one of the resources below:
- Videos: Automated Phishing and Remedial Training with Smart Groups (video instructions)
- Automation with Smart Groups: Dynamic Phishing and Remedial Training Plan (article instructions)
If you'd like to automate remedial training enrollments without automating phishing campaigns, see our standalone plan: Automation with Smart Groups: Remedial Training.