Campaign Group Filtering

Answered

Todd Staben

October 19, 2017 14:27

Good morning,

I've been playing around with the Smart Groups feature and love the possibilities of how automated we can make the system using them. One feature request that I believe would be helpful would be the capacity to filter out groups when creating training campaigns so you could for instance have this scenario I was hoping to achieve:

-I've created a Smart Group called "SG-Low Risk Users", the criteria for this group are users that have existed for at least 6 months, and have not clicked any test in the last 12 months

-My goal is to reward low risk behavior by making their training only require accepting our AUP, and perhaps taking a micro-module

-To do that during our training campaigns I want to create a global training campaign requiring a 30 minute module assigned to the All Users group, unless you are in the SG-Low Risk Users group in which case you are exempt. I would then create a separate campaign for those users with the minimal training.

 

I also attempted to try this by creating a smart group of everyone who is not in the SG-Low Risk Users group, but I noticed you cannot use Smart Groups as a criteria when creating other smart groups (I'm guessing this is due to a risk of causing some sort of recursive infinite loop or something like that).

If this would be possible it would definitely assist in a situation like this!

1

• Official comment

  

  Lauren Ashley October 19, 2017 17:47

  Hi Todd,

  Thank you for your input! I have pondered on your goal of setting up a training campaign for all users that do not fall into your "Low Risk" Smart Group. You could implement this goal by using Smart Groups, but you would need to create two Smart Groups to account for all users that are not included in your "Low Risk" smart group. 

  • The criteria of the first group would essentially be the opposite of the "SG-Low Risk Users" group: (1) User must have been created prior to the last 6 months, (2) User must have clicked more than 0 times in the last 12 month
  • The second group would account for those users that have been created in the last 6 months and therefore are exempt from the "SG-Low Risk Users" Smart Group. It will consist of one criteria rule: (1)The user must have been created in the last 6 months. 

  If you then include both of these groups in the training campaign enrollment, the 'non-low-risk', as well as the 'new' users (created in the last 6 months), will be assigned to the training. 

  Regardless, I have submitted a feature request for the ability to omit groups from training campaigns when "All Users" are selected for enrollment to our Development team for review. We base a lot of our development on customer feedback so we do appreciate your input.

  If you have any questions feel free to submit a support ticket here.

  Thanks again!

  Lauren
  KnowBe4

   

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  Todd Staben October 23, 2017 15:02

  Oh good idea Lauren! I'll definitely give that a try and thank you for submitting it as well.

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  Matthew Bates June 24, 2020 23:58

  Any chance this feature is planned to be worked? I requested the same exact thing via support ticket #188269 back 01/31/2019 -- I am sad that neither of the solutions that would accomplish this have been implemented:
  
  1) Allow smart groups to use smart groups as criteria
  AND/OR
  2) Allow simulated phishing campaigns to exclude users that are members of a smart group
  
  
  

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