Create Data Entry Campaign – PSAT (Setup)

QuestionHow do I create a Data Entry Phishing Campaign?

AnswerThis campaign tries to get the user to enter their credentials or other information on a fake website. Passwords are not collected. Users are then sent to a Teachable Moment.

  1. Navigate to Phishing
  2. Click on New Campaign
  3. Choose Create Data Entry Campaign
  4. Type name in the Campaign Title field
    • Required and must be unique
    • No end users will see the campaign name, so make it relevant and obvious to other administrators and yourself so it is easily locatable
  5. Select one or Multiple Phishing Templates or Create a Template from Scratch
    • Filter on Language, Category and Average Failure Rate (AFR)
  6. Click on the eye to preview the template(s).  If any changes need to be made, you can Edit Template
  7. Add Campaign Users
    • ​Click on + for list/groups
    • If you select Send to users from a completed campaign –  see Creating Follow Up Campaigns for more information
  8. Select Phishing Link Teachable Moment
    1. Choose a category from the drop-down list
    2. Filter by Language
      • Note: Language will default to the regional settings in the user’s browser.  If Multilingual is selected, the user will be able to select the language from a drop-down menu in the upper right-hand corner of the Teachable Moment
    3. Select Specific Teachable Moment
  9. Auto-Enrollment – If selected, users will be assigned training if they fail campaign conditions
  10. Data collection – select the date to stop collecting click data and to stop presenting Teachable Moments to end-users
    • Never end data collection or disable Teachable Moment OR
    • End data collection and disable Teachable Moment (set date/time or link duration)
  11. Scheduling
    • Schedule Campaign – date and time when a campaign starts
    • Random Scheduling – date and time range when the campaign will start – emails will go out randomly over the time frame
  12. Plugin Detection
  13. Network Checks – Weak Network Egress Detection (Enables weak network egress checks in the email message)
  14. User Data Options – Anonymize Results (optional)
  15. Email Tracking Options – Track Email Opens
    • Note:  Disabling this will prevent tracking if an end-user opens an email (see Defining Email Opened)
  16. Save Draft
  17. Click on the Draft Campaign tab
  18. Click on the pencil next to the campaign name
  19. Next to Selected Templates, click on the envelope
    • A test email will be sent to your email account
  20. Once you have verified your test email you can click Create Campaign

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