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Guide under update due to new release of LazyPhish App. |
How to register in LazyPhish
Please follow these steps:
Click on Register in upper right corner.
Now please fill out the registration form.
Password must comply with Password Complexity Requirements.
Please read the terms and conditions of LazyPhish App before acceptance.
Click on Register.
Account activation link was sent to your email.
Go to your email and activate your account by clicking on Activate Account button.
After successful activation a page like the following should be presented.
Successful activation notification will be also sent to your email.
Now you can login to LazyPhish App and begin initial setup.
How to perform initial setup of LazyPhish
Please follow these steps:
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Login to LazyPhish App.
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Welcome Section - Initial setup wizard will open on first login. Without completing the initial setup you can not continue and use LazyPhish.
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Continue by clicking on NEXT.
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Billing Details Section - Please fill out all the billing details for your account. These details will be displayed on invoices. Please also check Invoicing and VAT.
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Continue by clicking on NEXT.
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Initial Setup Section - Now it is time to setup your first entity. We recommend to start with one entity at the beginning which is the best option for most companies. For more details see Entity.
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Write the entity name you want to use. Typically the name of company is used which is predefined. However you can use short version of your company name if you want.
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Click on Finish
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How to find results for Entity:
Select Entity you want to work with in Entity Selector. (https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/106889217/LazyPhish+Overview#Left-Menu-Overview%3A)
Go to Reports section in left menu.
Entity Dashboard will open. On the dashboard you can the following overview:
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How to find results for Campaign:
Select Entity you want to work with in Entity Selector. (https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/106889217/LazyPhish+Overview#Left-Menu-Overview%3A)
Go to Campaigns section in left menu.
In the campaigns list find the row with campaign for which you want to show the details.
Click on edit icon on the right section of the row.
Following Dashboard will open fo the campaign:
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How to find results for User Group:
Select Entity you want to work with in Entity Selector. (https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/106889217/LazyPhish+Overview#Left-Menu-Overview%3A)
Go to Users section in left menu.
Make sure that User Groups view is selected.
Locate the group for which you want to see results.
Click on edit icon on the right section of the row.
User Group dashboard will open.