Automate Assessment Result Training Using Smart Groups

If you’re a Platinum or Diamond-level customer, you can use our Smart Groups feature to automate workflows in your KnowBe4 account. 

This article offers a general approach to automating training campaigns based on assessment results. For general and additional information about Smart Groups, please see the Additional Smart Group Resources section of this article. For more information about assessments, please see this article.

Jump to:

Before You Begin
Step One: Create a Smart Group for Each Knowledge Area
Step Two: Create a Smart Group for Proficient Users
Step Three: Create Training Campaigns for Each Knowledge Area Smart Group
Additional Smart Group Resources

Before You Begin

Building this automated training plan consists of creating seven Smart Groups and seven corresponding training campaigns. The progression of this plan depends on the results of a user’s Security Awareness Proficiency Assessment. Make sure to assign an assessment to your users before creating the Smart Group.

You must also decide what training content you'd like to assign to strengthen each type of knowledge area. For the training campaigns, you will make one for each of the seven knowledge areas. From your account, browse the ModStore to decide which training assignments you'd like to assign.

Back to Top

Step One: Create a Smart Group for Each Knowledge Area

Begin by creating a Smart Group for each knowledge area. Users who score lower than the desired score for that knowledge area in their assessment will be automatically added to this Smart Group. Follow this section to add the appropriate criteria rules to each of your Smart Groups.

Name the first remedial training Smart Group something descriptive of its purpose, such as Knowledge Area – Email Security.

Add the following criteria for this Smart Group:

This set of criteria creates parameters for all users who have scored less than the desired percentage in a particular knowledge area.

As one of our best practices for implementing the KnowBe4 platform, we suggest conducting an assessment after your first phishing test but before your first training campaign. 

Continue with the criteria rule pattern demonstrated in the table above to create Smart Groups for each of the seven knowledge areas. These knowledge areas are:

• Email Security
• Incident Reporting
• Internet Use
• Mobile Devices
• Passwords & Authentication
• Human Firewall
• Social Media Use

Alternatively, you can create a Smart Group for users who score below a certain percentage on a group of knowledge areas. 

Once you've created your assessment results Smart Groups, proceed to the next section to create a smart group for users who were proficient in all knowledge areas.  

Back to Top

Step Two: Create a Smart Group for Proficient Users 

Next, create a Smart Group for users who score above the desired score in all of the knowledge areas in their assessment. Though these users are proficient in every knowledge area, we do recommend that users enrolled in this smart group be phished more often to ensure their skills are being tested regularly.  For information on using smart groups for dynamic phishing, please see this article on our Knowledge Base.

Follow this section to add the appropriate criteria rules to your Smart Group.

Name the Smart Group something descriptive of its purpose, such as Proficient Users.

Add the following criteria for this Smart Group:

This set of criteria creates parameters for all users who have scored above the desired percentage in every knowledge area.

Once you've created your assessment results Smart Groups, proceed to the next section to create remedial training campaigns.  

Back to Top 

Step Three: Create Training Campaigns for Each Knowledge Area Smart Group

Now, set up training campaigns to correspond with each knowledge area Smart Group.

Below you'll find details about the training campaign settings. Use these settings to create campaigns that will strengthen a user's comprehension of a particular knowledge area. These campaigns should align with the Smart Groups you set up in step one (see above).

1. Campaign Name: Name the training campaign something that indicates the specific knowledge area as well as the Smart Group it is intended for.
2. End Date: Be sure to choose a Relative Duration end date so this campaign will be ongoing and each user will have the same amount of time to take the training once enrolled.
3. Content: Select the training content you want your users to take to help them improve in the knowledge area.
4. Enroll Groups: Be sure to select the appropriate Smart Group for the knowledge area this campaign covers.
5. It is important to keep the Enable automatic enrollment for new users option enabled. This allows the automatic enrollment of users into training, as a result of being added to a Smart Group after scoring less than the desired percentage on a particular knowledge area when taking an assessment.
6. Notifications: At a minimum, you’ll want to add a Welcome notification here to notify your users upon their enrollment in training. We would also recommend adding one to two reminder notifications to encourage the user to complete the training prior to their due date.

Continue to create training campaigns for each Smart Group you have put in place. Once you've set up these Smart Groups and training campaigns, users will be automatically enrolled in training for specific knowledge areas after results come back from an assessment and they scored less than the desired score in a particular knowledge area.

Back to Top

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: Dynamic Phishing and Remedial Training
Video: Introduction to Smart Groups
Video: How to Rollout Periodic Training Using Smart Groups 

Back to Top