Auto-Enrollment in Training – PSAT (Setup)

Question – How do I auto-enroll users into training when they fall for a Phish?

Answer – Our Phishing product offers the option to auto-enroll users in a Training Assignment if the user fails the appropriate campaign Conditions.  The Auto-Enrollment Training will be created as soon as one user fails the appropriate campaign condition. This can take up to 30 minutes.

To auto-enroll users in Training:

  1. During Campaign creation, click the checkbox next to In-depth Training

By default, the assignment name for auto-enrollment assignments will be Anti-Phishing Education  <today’s date>.  Therefore, if you create two campaigns in the same day you will get the same assignment name. In order to fix this issue, you will need to Change Assignment Name on the second campaign.

  1. Select the Assignment Type
  2. Next to Schedule, enter the appropriate information based on what type of assignment you selected.
  3. Select New Assignment Notification option from the drop-down
  4. Choose Assignment Completion Notification option from the drop-down
  5. Add Reminder if desired
  6. Under Training Modules, search for and select the modules you wish to use
  7. Proceed with the remaining steps of Campaign Creation

If you delete an auto-enrollment assignment from the Manage Assignments table, the original Phishing campaign will remain but the auto-enrollment assignment will be deleted from the campaign.

Note: You will only be able to see the modules that your company is licensed for and your published custom modules.