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Last update: 2022-04-20

Create a Phish Threat Campaign

Start a new campaign to test your users with an attack simulation or enroll them in mandatory training.

You create campaigns with an assistant that uses templates. The templates can be customized to suit your organization and your users. To create a campaign, do as follows:

  1. Go to Phish Threat > Campaigns. See Campaign overview.
  2. Click New Campaign and give the campaign a name.
  3. Select a campaign type.
  4. Select the language for the email template and training modules. See Template.
  5. Click Next.
  6. In Choose Attack select attacks from the various styles and difficulty levels available. You can choose up to five attacks for a campaign. Click Next.
  7. In Choose Training you can enrol users who fail the simulated attack on a training course.

    You can select a Sophos training course, one of your own, or no training.

  8. You can also choose to send reminder emails to make sure users take the training course. Click Next.

  9. In Customize you can tailor elements of the campaign for your organization and your users. Click Next.

    The elements you can customize differ depending on the type of attack and whether you are enrolling users on training courses after failing tests. See Customize.

    Warning

    Customizations to the Reminder Email and the landing pages are set globally. They are used by all current and future campaigns in your account. There is no option to return them to their original format.

  10. Choose which Users or user Groups to send the campaign to. Click Next. Click Auto-enroll new users to this campaign to enroll new users into this campaign as you add them to Sophos Central. See Auto-enrollment.

  11. Review your selections from the previous steps.
  12. Then schedule your campaign and set the Sending Increment.

    Note

    Any actions taken by users after the End Date are not factored into the campaign results.

  13. Click Done to save the campaign.

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