Automation with Smart Groups: Dynamic Phishing and Remedial Training Plan

If you’re a Platinum or Diamond-level customer, you can use our Smart Groups feature to automate tiered phishing tests, as well as remedial training, for users who fail your phishing security tests.

Using Smart Groups, we've designed two plans that work together to train your users in a highly efficient manner:

• Watch the Automation with Smart Groups (Part 1) video below to learn about our dynamic phishing security test plan. We discuss how to set up the Smart Groups and phishing campaigns needed to automate this process.
• Then, watch the Automation with Smart Groups (Part 2) video to learn about the remedial training plan we've created to accompany the dynamic phishing plan. We discuss how to set up the Smart Groups and training campaigns needed to automate this process.

To view the full details of this two-part plan, see our knowledge base article: Automation with Smart Groups: Dynamic Phishing and Remedial Training Plan.

Automation with Smart Groups (Part 1): Dynamic Phishing Plan

Automation with Smart Groups (Part 2): Remedial Training Plan

Additional Smart Group Resources

See the following resources to learn more about what you can do with Smart Groups: 

How to Use Smart Groups
How to Use Smart Groups: Use Cases
How to Use Smart Groups: Automated Remedial Training (an alternative remedial training plan)
Video: Introduction to Smart Groups
Video: How to Rollout Periodic Training Using Smart Groups

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