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Manage phishing

Under Manage phishing (Phishing menu) you will find an overview of available phishing campaigns. With a Flexible licence you can use the built-in platform campaigns. This article explains how to schedule a campaign, select recipients and launch it.

How to schedule a phishing campaign

Start by scheduling a campaign. You will set:

  • Campaign name
  • Campaign template
  • Launch date
  • Send Email By (latest send time)

The window between Launch date and Send Email By determines when emails are sent. Emails are sent spread out, not all at once. Set Send Email By at least 1 hour after Launch date to reduce throttling/spam issues. (We typically use ~4 hours.)

When ready, click Create to schedule the campaign.

Schedule phishing campaign

Select recipients

Go to Manage phishing and click Edit on the scheduled campaign. Use:

  • Add users — individual employees
  • Add groups — departments/groups (up to 20 at once) or Select all

Edit campaign

Launch the campaign

If recipients are added correctly, a green Start button appears. Use it to launch the campaign. You can stop it with the red Stop button.

Start or stop campaign

Campaign dashboard

In the overview you can Select a campaign to open its dashboard, where you will see sent emails, opens and clicks. Use Download CSV to export results.

Campaign dashboard

Errors

Error message Possible solution
After a number of emails (e.g., 100) sending appears to stop.

If Launch date and Send Email By are the same and you have many recipients, recipient policy often blocks delivery. Set Send Email By a few hours after Launch date so sending is spread out.

“Click link” is registered although nobody clicked.

Often caused by spam filter/sandbox that opens links automatically. Proper whitelisting usually prevents this.

Stuck?

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