Campaign Management

How to create new campaign

1. 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)

2. Go to Campaigns section in left menu.

3. Click on + NEW CAMPAIGN button.

4. 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.

5. 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.

6. 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.

7. 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.

8. 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.

9. 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.

10. When you are happy with your settings and campaign time frame click on CREATE CAMPAIGN button at the bottom of page.

11. Now you can see the campaign in Campaigns Overview.

    

How to check the list of available Campaign Templates

1. 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)

2. Go to Campaign templates section in left menu.

3. Here you can see list of available Campaign Templates including template name, description, number of blocks in template and language.

4. 

How to check the details of Campaign Template

1. 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)

2. Go to Campaign templates section in left menu.

3. Locate the campaign template you want to check. You can use search.

4. You can open the campaign template details by clicking on the cog icon in actions.

   

5. this will open the view of all blocks in order as they are in the campaign template. Each block is represented by a window with block name, block description, Email template and landing page if applicable.

   

6. For each block you can preview the Email template and Landing page if applicable. You can also use the paper plan button to send a testing version of the block to your email.

7. Scroll down to check all the blocks in campaign template.

How to create custom Campaign Template and Custom Blocks