First, name your campaign. This can help you keep track of the purpose or scope of the campaign.

Enrolled users will be able to see the title of your training campaign on their training page and also in system notifications (such as the welcome email or reminder notifications).

Set your campaign's start time here. You can set it to start in the future if you wish. This is helpful if you want to set up a campaign in advance.

The time zone will default to your account-specific time zone, which you can change in your Account Settings. If needed, you can select a specific time zone for the campaign.

You have three options for your campaign's end date:

1. Specific Date - This will be a hard deadline for your users to complete the assigned training, or acknowledge the assigned policy, no matter when they are enrolled.
2. Relative Duration - We recommend using this option for most training campaigns, as it will give a deadline based on when users are enrolled. You'll have the (optional) ability to send out automated reminder notifications based on the specified duration.
3. No End Date - This setting is perfect for additional, optional training you'd like to provide users, so they can take training on their own schedule without an urgent deadline. This will leave the training campaign open indefinitely. Later on, you can alter the end date or close the campaign if needed. We recommend having a deadline, as it gives users an incentive to complete their assignments.

Select the Allow assignments to be completed after due date option if you want to allow your users to access and complete their assignments after the due date. When enabled for a campaign, a clock icon is displayed next to the campaign dates to indicate that users are allowed to complete their training after the deadline.

The console offers several options for allowing users to complete training when they've missed their deadline, learn more here.

Content: This drop-down is where you'll select the assignments that your users will be enrolled in as part of this campaign. Choose the modules or games you'd like users to complete and/or what policies you'd like them to acknowledge. Remember, ModStore items must be added to your Library before you can use them in training campaigns.

• In this drop-down menu, you can sort content by Title, Duration, and Published date.
• After selecting what you'd like to enroll users in, you can optionally prioritize this content by dragging and dropping them in the order you'd like users to see when they log in for training.
• Retired modules will not show up in your Content drop-down by default. If you'd like to use training content that is retired or nearing retirement, select the Include Retired Courses checkbox in the Content drop-down menu.
• You cannot add additional training content or policies to a campaign once the campaign starts, so ensure that you've included all the necessary content before saving.

If Enable Content Survey checkbox is selected, your users will be prompted to take a survey after they complete each training assignment. Enabling surveys helps you keep in touch with your users to see if your training strategy is effective. See this article for more details. 

The Enroll Groups drop-down lets you choose whether you'd like to limit the scope of this campaign to specific groups or enroll all of your users in this training.

If the Enable automatic enrollment for new users checkbox is selected, new users will be automatically enrolled when they're added to the console if All Users is selected or if they belong to one of the groups that are enrolled in this training campaign.

• When you have a campaign which includes All Users and enable this option, if you add new employees or members of your organization to the console while the training campaign is still active, they will be automatically enrolled in the campaign and will receive any scheduled reminder notifications–without you having to manually add them to the campaign.
• If you have this option off, those users will not be added automatically.
• If you limited the campaign to one or more groups of users and have this option "on", when new users are added to those groups, they will be automatically enrolled in the training.
• You can edit this option after a campaign is created.

This setting should only be used when creating remedial training campaigns. Once users are re-enrolled in a training campaign which has this setting on, they will have to take the training again. For example, if they fail a phishing test an additional time, and are re-added to a Clickers group which has a training campaign assigned to them, they will be enrolled in the campaign a second time.

• For information about setting up remedial training, click here.

If you select a group from the Add Completed Users To drop-down list, then once users complete their assignments, they will be added to the selected group. See potential use cases for this feature here.

If you select a group from the Remove Completed Users From drop-down list, then once users complete their assignments, they will be removed from the selected group. See potential use cases for this feature here.

You have the option to send automatic notifications to users, user's managers, and the admins on your account. There is no limit to the number of training notifications you can send. Click the +Add Notification button, then see below for details about automatic notifications.

1. The Notification Type indicates when the notification will be sent out. 
   • Welcome: The first notification type will send a welcome notification to the selected recipients when the campaign starts (or at the time they are added to an existing campaign). This notification will inform the user they've been enrolled in training and provide a link to log in to take the training. If your campaign is set to start after the business hours indicated in your Account Settings, the welcome email will be sent at the start of business hours the next day.
   • Remind After Enrollment: This notification type will send a reminder to the selected recipients at the start of business hours a specified number of days after the user is enrolled in training. You can optionally repeat the notification on a specified schedule until users have completed their training.
   • Remind Before Due Date: This notification type will send a notification to the selected recipients at the start of business hours a specific number of days before the user's due date. A value of "0" will cause the notification to be sent on the due date.
   • Campaign Completion: This notification will be sent immediately upon campaign completion to the selected recipients. This is a great way to thank users for taking the training or even let them know that your organization will be sending out simulated phishing emails and other forms of social engineering to test out the skills they learned as part of training. Be advised that if you elect to notify a user's manager or your account admins upon completion that they will most likely receive a single email for each user upon completion.
   • Past Due: This category of notifications is available when you allow content to be completed after its due (see here for more info about "past due" training). This notification will be sent out to the selected recipients at the start of business hours a specified number of days after the user's due date has passed. You can choose to repeat the notification every specified number of days until the user completes their training assignments
2. Select Recipients and Templates
   • User: Welcome notifications to the user can provide the user instructions to log in, let them know the importance and necessity of taking the training, or even explain your organization's plan for security awareness if you'd like. Reminder notifications can help encourage a user to complete their training in a timely manner. Past Due notifications let the user know they have missed their deadline and encourage them to complete their training as soon as possible.
   • Manager: Notifying a user's manager if their employee doesn't complete assigned training on the required timeline can be helpful if the user needs more encouragement to complete the training. Before using this feature, make sure you have properly-formatted and correct manager emails in your user's information.
   • Admin: Notifying account admins of user status on the campaign can help them stay on top of the training campaign's progress. High training campaign completion rates will help you to build a strong human firewall for your organization. Anyone who is an admin on your account will be notified when using this feature.
   • You can add additional notifications after a campaign has started by editing the campaign. Although existing notifications can be modified after the campaign has begun, we strongly recommend using our manual training notifications for most situations, as notifications will not work retroactively. See here for more information on training campaign notifications.
   • If you're using Password-less Logins for your training, be sure to select the training notifications tagged with "(Password-less)", or create your own using the Password-less logins placeholder.
     
     
3. We include several default email templates for you to customize or use as-is. You can also create your own notifications in the Training > Notification Templates area, or click the Manage Notification Email Templates link from within the campaign creation screen.
   
   
4. Any edits you make will be dynamic, and customized templates will be selectable once they are saved and categorized in the Notification Templates area. After you select the desired options on a notification email, click Save. If you'd like to add more notifications click +Add Notification.