Setting Up An Imported Program

Preparing Your Program for Launch: Two Essential Steps

After creating a program and importing it into your tenant, there are two crucial steps to take before your campaigns can begin. In summary, you will be performing the following steps.

1. Add Relevant Users to User Lists: Firstly, ensure that you add the appropriate users to the designated user lists. This step is vital to ensure that the right individuals are targeted by your campaign.

2. Customize Campaign Dates: Next, adjust the campaign dates according to your schedule. Tailoring the dates ensures that your campaign launches after you've added your employees to the relevant lists and allows you to pick the most optimal time to send it, maximizing its impact.

Now, let's do a deep dive into each step.

For an end-to-end guide, check out the video.

Step 1: Add Relevant Users to User Lists 

Once you've imported a program into your tenant, the first step is to add your users to the placeholder employee lists. It's important to note that the high-risk, medium-risk, and low-risk employee lists are dynamic. This means they are automatically populated based on how employees interact with the platform, eliminating the need for manual additions to these lists.

Note: You will be updating employee lists in the section, if you are unsure how to add employees to a list, see this knowledge-base article.

1. Populate All-Employees List: Add all your employees to this list. This list is fundamental to all programs as it provides users for the General Employee Training and New Employee Training campaigns, which are included in all programs.
2. Populate Your Specialty Training List/s: If you selected any specialty training when creating a program, placeholder employee lists will be created that need to be populated. For example, if you selected that you have IT Administrators and Software Developers in your organizations, you will need to populate the corresponding IT-Administrators and Software-Developers lists. See snippet below featuring the lists mentioned above. 
   

Note: Do not add employees to the High, Medium, or Low Risk Employee lists. These lists will be populated as users interact/or don't interact with phishing content.

Step 2: Customize Campaign Dates

When your campaigns are created, they will be set to run 7 days from creation. This timeframe provides you with enough time to populate your employee lists. However, if you have already populated your employee lists, you can bring these dates forward.

To customize a campaign date:

1. Head to 'Campaigns' > On the campaign you wish to customize, click the pencil icon under the 'ACTIONS' column. 
   
2. In the Assignment Schedule section, you can change the Date/Time/Timezone settings:
   
   A: Click here to set the date for which the campaign begins
   B: Click here to set the time of day
   C: Click here to configure the timezone
3. Once the date has been configured, click 'Update' 
   

Once you've added the employees to the "All-Employees" list and any other relevant specialty lists and customized the campaign dates, you're ready to go. If you have any further questions, please get in touch with the support team. We’ll be happy to assist.