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How to create a campaign template
Select the 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 the Campaign Templates section.
Click the + NEW TEMPLATE button.
Fill out the Campaign template details form and choose the the language for your campaign, then press the NEXT button..
Select blocks you want to use in your campaign. To add a block from the group to your campaign, you need to select the language and difficulty, then click the add button on the left.
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Campaign blocks are organized into block groups for easier navigation and better readability. |
Press the CLOSE button. Now you can check your block selection in the table. If you are content with it, continue by pressing the NEXT button.
Choose the preferred timing of your campaign. Detailed description of all settings is provided directly in the app.
Double check all your entered information, it will not be possible to change it later.
Press CREATE TEMPLATE. Your template is now listed in the template overview.
How to check the details of a campaign template
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 Campaign templates section in left menu.
Locate the campaign template you want to check. You can use search.
You can open the campaign template details by clicking the detail button in actions.
this will open the view of all blocks in the campaign template. Each block is represented by a window with block name, block description, Email template and landing page if applicable.
The time schedule of the campaign template is displayed at the top of the page.
For each block you can preview the Email template and Landing page if applicable. You can also use the paper plane button to send a testing version of the block to your email.
Scroll down to check all the blocks in campaign template.
You can also create a new campaign from here by using the button in the upper right corner.
How to create a new 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
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Campaigns section in left menu.
Click on + NEW CAMPAIGN button.
Enter the campaign name. We recommend to name the campaign in the manner that you will easily recognise campaign audience and used campaign template. However you can find these detail in the campaign overview details anytime.
Choose whether you want to include a training part after performing a compromising action (clicking on a phishing link, entering personal information, etc.). For details see https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/5079338/Phishing+Campaigns#Campaign-Training-Part.
Select
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a campaign template in correct language. For more details see https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/5079338/Phishing+Campaigns+Structure#Campaign-Template and How to check the Campaign Templates content and details. Please note that language is marked for each option.
Select the
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Employee Group. For more details see https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/5079282/Organisational+Structure#User-Group and
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Employee Management. Please make sure that the domains for all
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employees in the
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employee group are validated. See Domain Management.
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Select Sending Mode or keep recommended. For more details see https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/5079338/Phishing+Campaigns+Structure#Campaign-Sending-Mode.
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Select Campaign Awareness Mode or keep recommended. For details see https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/5079338/Phishing+Campaigns+Structure#Campaign-Awareness-Mode.
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Quality Assurance Campaign - should be used for testing only. Will send all blocks immediately. Campaign can be deleted and results are not included in reporting.
Pick up a start date for your campaign by clicking on date in calendar. Calendar will mark the days when the campaign will be running according to selected date and campaign template length. Any other campaigns running will be displayed in the calendar. If there is a day when the limit for concurrent campaigns was reached the day will be marked with red colour. Please note that you can not plan new campaign that will be running on these day. You can upgrade your subscription to have more concurrent campaigns enabled.
When you are happy with your settings and campaign time frame click on CREATE CAMPAIGN button at the bottom of page.
How to check the Campaign Template content and details
List and details of campaign blocks that are included in particular templates can be checked by clicking on cog button in actions when on campaign templates overview page.
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For each block you can see the details and you can select preview of Email template and Landing page. You can also use the paper plan button to send a testing version of the block to your email.
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How to edit User Group name
Go to “Users” section in left menu.
Make sure that User Groups view is selected.
Locate the group you want to edit. You can use search.
Click on the edit icon in actions to edit the User Group.
Click on the pencil icon in upper right corner to edit the user group name.
Message prompt for user group name change will pop up. Change the name and press OK to confirm the change.
How to delete User Group
Go to “Users” section in left menu.
Make sure that User Groups view is selected.
Locate the group you want to delete. You can use search.
Click on the delete icon to delete the user group.
Message prompt with request for confirmation will pop up. Press Yes to confirm the deletion.
How to add Users to specific User Group
Go to “Users” section in left menu.
Find the group where you want to add users and click on cog button in actions. This will open the user group details.
Too Add users you can click on yellow upload button in upper right corner or you can scroll down to the List of user and click on “UPLOAD USERS” button.
Message prompt with requirements for file upload will pop up. For more detail refer to Technical Parameters for User Upload.
Click OK and select the CSV file in correct format.
After successful upload you should see all the imported users in List of Users.
How to add Users in bulk to multiple User Groups
Go to “Users” section in left menu.
Click on Users View in upper left corner.
Too Add users you click on “UPLOAD USERS TO ENTITY” yellow button.
Message prompt with requirements for file upload will pop up. Please note that in this type of upload you can also predefine the User Group where the user belongs and also add them to multiple groups. For more detail refer to Technical Parameters for User Upload.
Click OK and select the CSV file in correct format.
After successful upload you should see all the imported users in User View and assigned to all user groups defined in the CSV file.
How to edit Users details
Go to “Users” section in left menu.
Select the Users view.
Locate the user you want to edit.
Click on the edit icon to edit the user details.
Now you can edit the First name, Last name, Email and assigned groups of user.
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Please be careful when editing the user as it may affect running campaigns. Thin about the potential consequences the change may have for you campaigns and reporting. The most typical issues will be displayed by message prompt when doing so. |
How to delete User
Go to “Users” section in left menu.
Select the Users view.
Locate the user you want to delete. You can use search.
Click on the delete icon to delete the user.
Message prompt with request for confirmation will pop up. Press Yes to confirm the deletion.
How to delete multiple Users
Go to “Users” section in left menu.
Select the Users view.
Locate the users you want to delete. You can use search.
Switch the mass select option by clicking on the mass select switch. This will show checkboxes at each row and you can select multiple rows in the view.
Click on the DELETE USERS button to delete the selected users.
Message prompt with request for confirmation will pop up. Press Yes to confirm the deletion.
How to find Users not assigned to User Group
Go to “Users” section in left menu.
Select the Users view.
Switch the “without group” option by clicking on the without group switch. This will show users that are not assigned to any group.
Click on the DELETE USERS button to delete the selected users.
Message prompt with request for confirmation will pop up. Press Yes to confirm the deletion.
Please note that users not assigned to group are marked with this icon:
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Now you can see the campaign in Campaigns Overview.
