How to Use Training Campaigns

Under the Training tab of your KnowBe4 console, you can create training campaigns, edit training notification templates, prepare policies for user acknowledgment, and view training reports.  Training campaigns are used to customize and manage your users’ training content within our learner experience.

Use the links below to learn more about creating and managing training campaigns. Alternatively, you can watch our training-related videos on our Tutorial Videos page.

Jump to:

Preparing for Your Training Campaign
Creating a Training Campaign
Managing and Editing Training Campaigns
Individual Campaign Overview

Preparing for Your Training Campaign

Before creating a training campaign, we recommend you do the following first:

• Customize the Learner Experience (LX) using our Learner Experience Guide.
• If you have policies that you’d like your users to acknowledge, add these to the console. See our Create and Manage Policies article for instructions.
• Add training content to your Library using our ModStore article for guidance. Alternatively, you can upload your own content by following the instructions in our Uploading Custom Content
• Review our built-in training notifications or customize them to your liking. See our Training Campaign Notifications and Customizing Training Notifications articles for instructions.

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Creating a Training Campaign

To create a training campaign, go to the Training tab of your KnowBe4 console. Then, click the +Create Training Campaign button in the upper right-hand corner to open the campaign creation screen.

The fields Campaign Name, Content, and Enroll Groups are the only fields required to create a campaign. However, we encourage you to customize the campaign settings as much as you like. When you are satisfied with the campaign settings, click Create Campaign at the bottom of the page.

Click on one of the headers below for more information on a specific option.

1. Campaign Name

Name your campaign something descriptive, such as "Work from Home Training" or "Remedial Training". This name can help you keep track of the purpose or scope of the campaign when the name is displayed in other areas of the console.

Enrolled users will see the campaign name on their training tab and in some training notifications.

2. Start Date

Set the time that this campaign should start. This is especially helpful if you want to create a campaign in advance.

By default, phishing campaigns will use the time zone that is set in your Account Settings. If you would like the campaign to follow a different time zone, you can select the desired time zone from the drop-down menu.

3. End Date

Select when this training should be completed by. There are three end date options:

1. Specific Date: Select a specific due date and time for this campaign to end. Training must be complete by this date, regardless of when users are enrolled in the campaign.
2. Relative Duration (Recommended): This option sets the due date based on when users are enrolled. You can set this duration in days, weeks, or months.
   • For example, if a user is enrolled in training on March 1st and the relative duration is set to three weeks, the user will have until March 21st to complete their training.
3. No End Date: Select this option to create the campaign with no due date. For best results, use this option for training that does not need to be completed. If users are required to complete the training, we recommend setting a specific or relative end date.

Note:

Changing a campaign’s end date after it has started will impact training notifications that are based on the end date. For example, when using a Remind Before Due Date notification, if you extend the end date after this notification was sent, additional reminder emails will be sent to your users. This is intended behavior.

4. Assignments After Due Date

Click the Allow assignments to be completed after due date checkbox to allow users to complete their assignments after the end date. When this option is enabled, a clock icon is displayed next to the campaign duration on the Campaigns tab.

For more information on this setting, see our How to Modify Training Deadlines article.

5. Content

Use the Content drop-down menu to select policies for your users to acknowledge or training content that has been added to your library.

Within the drop-down menu, you can scroll vertically and horizontally as well as sort the list by title, duration, and date published. By default, retired training content will not be listed. To view retired content, click the Include Retired Content checkbox.

Once you have selected the desired content, click out of the drop-down to view your content list. You can change the content order by dragging and dropping the titles into the order that you would like users to see their training listed.

Once a campaign starts, you will be unable to add or remove content to the campaign. Ensure that you have included all the necessary training and policies before saving. If you do forget to include a course, you can assign the content using another training campaign.

6. Enable Content Survey

If the Enable Content Survey checkbox is selected, users will be prompted to take a survey after each assignment they complete. Enabling surveys helps you keep in touch with users and see the effectiveness of your training strategy. See our How to Use Surveys article for more information.  

7. Track Scores

Click the Track Scores checkbox to save individual user scores for all eligible content in this campaign. The saved scores will be shown on the user's timeline and on the Users Subtab of this training campaign. 

8. Enroll Groups

Use the Enroll Groups drop-down menu to select the specific groups to enroll in this campaign. To enroll all of your users, click the All Users button.

9. Automatically Enroll New Users

Click the Enable automatic enrollment for new users checkbox to automatically enroll users in this campaign when they are added to an enrolled group.

If you choose to enroll All Users, then any user who is added to the console after the campaign starts will be automatically enrolled in this campaign.

10. Enable Progress Reset for Remedial Training

The Enable progress reset for remedial training option should only be used for remedial training campaigns. When enabled, users who are re-enrolled in this campaign will have their original training progress reset.

11. Add Completed Users To

You have the option to add users who complete this training to a specific group. To do this, select the desired group from the Add Completed Users To drop-down menu.

See this article for potential use cases.

12. Remove Completed Users From

You have the option to remove users who complete this training from a specific group. To do this, select the desired group from the Remove Completed Users From drop-down menu.

See this article for potential use cases.

13. Notifications

You have the option to send automatic notifications to users, managers, and the admins of your account. There is no limit to the number of training notifications you can send. To send notifications for a campaign, click the +Add Notification button.

See below for an overview of the notification options. For more details on this section, see our Training Campaign Notifications article.

1. From the Notification Type drop-down menu, select when the notification will be sent. Select from Welcome, Remind After Enrollment, Remind Before Due Date, Campaign Completion, or Past Due.
2. In the Select Recipients and Templates section, select who should receive a notification by clicking the appropriate checkbox. Select from User, Manager, Admin, or a combination of the three options. Next, use the drop-down menu to select which notification template to send to each recipient type. You can preview the selected template by clicking on the eye icon to the right of the field.
   • If you're using Password-less Logins for your training, be sure to select the training notifications that are labeled as "(Password-less).
3. Click the Manage Training Notification Templates link to view available notification templates in a new window. We provide several system email templates for you to choose from. You can also choose to customize premade notifications or create your own.
4. When you are satisfied with your notification selections, click the Save button. To add another notification, click the +Add Notification again.

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Managing and Editing Training Campaigns

To manage your phishing campaigns, go to the Training tab of your KnowBe4 console, then click the Campaigns subtab.

1. Use these buttons to filter which campaigns you are viewing by clicking on Active, Inactive, or All.
2. This table lists training campaigns by name. For each campaign, you can see which groups are enrolled, what content is included, and the percentage of users that have completed the training.
3. Click on the name of a campaign to view the individual campaign details. For more information, see the Individual Campaign Overview section below.
4. Click on the drop-down arrow in the right-most column to view the available actions for a campaign. These actions include:
   • Edit: Click Edit to open the Edit Training Campaign screen, which is similar to the Campaign Creation screen. Edit options as needed and then click Update Campaign at the bottom of the page to save your changes. Options that are grayed out cannot be changed.
     • If you edit or add automated notifications, these notifications will not be sent retroactively. For example, if you add a welcome notification users who were already enrolled in this training will not receive the new notification. We recommend using a manual training notification to send new notifications for a campaign in progress.
   • Clone: Click Clone to create a copy of an existing campaign. The new campaign will have the same settings and content as the original, but with a new start time and the word "Clone" added to the campaign name. When you click Clone, you’ll be redirected to the edit campaign screen where you can change the campaign name and other settings before saving the cloned campaign.
   • Close: Click Close to end a campaign and save user completion data. Closed campaigns will be listed as inactive.
   • Delete: Click Delete to permanently delete a training campaign and all associated data. This includes the completion data of all enrolled users.

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Individual Campaign Overview

From the Campaigns tab, click on the name of a campaign to view the Campaign Overview page. Read the below information, or watch our Monitoring Training Campaigns video, to learn more about this topic.

1. Users: The Users tab provides detailed reports that include each user and their progress for the entire training campaign. You can also make manual adjustments to a user’s progress, send notifications, and download completion certificates. For more information, see our User Training Progress article.
2. Survey Results: The Survey Results tab will only display if you have enabled content surveys for the training campaign. This tab lists the results of these surveys. See this article for more information.
3. Campaign Content: Here you can see a list of all content included in the campaign along with the completion percentage for each one.
4. User Progress: Similar to the Users tab, the User Progress button takes you to a detailed user report for that training assignment. For more information, see our User Training Progress article.
5. Assessment Results: The Assessment Results button will only display when a Security Awareness Proficiency Assessment (SAPA) or Security Culture Survey (SCS) has been assigned. Click this button to view the results of the assessment. See this article for more information.
6. Notify Users: Click the Notify Users button to send manual training notifications to users, managers, or account admins.
7. Campaign Summary: The Campaign Summary section includes a completion graph of users who have completed all of the content in the campaign. This section also lists the status, start date, relative duration, number of users, auto-enroll option, and scheduled notifications.

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