Monitoring a Managed Phishing Campaign
Clicking on the Campaigns subtab will let you manage current and past managed phishing campaigns. You can choose to see Active, Inactive, Hidden, or All campaigns. You can see the status, which accounts are a part of the campaign, and other helpful information about the managed phishing campaign.
Note: You can view the campaign details from the Phishing tab of your managed accounts enrolled in the campaign. However, if you want a report for the managed phishing campaign across all accounts, you can run a report using our roll-up reporting feature.
For more information about the Campaigns subtab, see the screenshot and list below:
- + Managed Phishing Campaign: You can click this button to create a new managed phishing campaign. For more information on creating a managed phishing campaign, see our MSP/Reseller/Multi-Account Org: How to Create a Managed Phishing Campaign article.
- Campaign Filter: You can use the Active, Inactive, Hidden, or All buttons to determine which types of campaigns you want to see.
- Campaign Name: This column displays the name of the campaign.
- Accounts: This column displays the names of all the accounts that are included in the managed phishing campaign.
- Created At: This column displays the date and time when the campaign was created.
- Start Date: This column displays the date and time when the campaign was started.
- Created By: This column displays the name of the partner admin that created the managed phishing campaign.
- Duration: This column displays the length of time that the managed phishing campaign will run.
Edit: You can edit a recurring campaign by clicking the drop-down arrow to the right of the campaign and selecting Edit. You can change certain campaign settings here if you wish.
Note: Do not change a recurring campaign into a one-time campaign. Deactivate a campaign if you would like to end it.
- Clone: You can clone a recurring campaign by clicking the drop-down arrow to the right of the campaign. You can clone any existing campaign to expedite the process of making similar managed phishing campaigns. All of the same settings will transfer to the cloned campaign, aside from the original start date and time. The title will remain the same, but with "Clone" added to the end.
Deactivate: You can deactivate or reactivate a campaign by clicking the drop-down arrow on the right side of the campaign. Deactivating a campaign will stop the campaign. Do not deactivate one-time campaigns as they cannot be reactivated.
We recommend that once you deactivate a campaign, you start a new one instead of reactivating it. You only have the option to delete campaigns done before the campaign starts.
- Hide from Reports - You can choose to hide a campaign from your reports by clicking the drop-down arrow to the right of the campaign and selecting Hide from Reports. This option removes all phishing campaign information from affected accounts and from phishing reports. Smart Groups that reference Phishing Security Test failures will be impacted. The details for hidden reports can still be viewed under the Hidden section in the Campaigns subtab.