Campaign Management

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.

Campaign blocks are organized into block groups for easier navigation and better readability.
A block group represents collection of blocks with the same theme, including different difficulty levels and language versions.
Block with a difficulty of 1 is the least difficult, while a block with difficulty of 5 is the most difficult.

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 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 the 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+Structure#Campaign-Awareness-Mode.
Select 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 Employee Group. For more details see https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/5079282/Organisational+Structure#User-Group and Employee Management. Please make sure that the domains for all employees in the employee group are validated. See Domain Management.
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.
Now you can see the campaign in Campaigns Overview.