How to Use the Campaign Scheduler

Use the campaign scheduler to configure the first date and time users will receive training or phishing, as well as the recurring schedule you set for the campaign.

Our scheduling tool makes setting a schedule easy. To make it clear how the tool works in each campaign type, we'll split up the use of this tool between training and phishing campaigns. One determines an exact date and time of delivery (training campaigns), while the other determines the date and time of delivery windows (phishing campaigns).

  • Only fixed and continuous campaigns use the campaign scheduling tool.

How the Training Campaign Scheduler Works

All at Once Scheduling

As the name implies, All at Once scheduling presents you with a date and time you would like the entire campaign delivered. All at Once is only available in fixed training campaigns.

Recurring Scheduling

Recurring schedules allow you to designate a specific date and time for the first training, followed by a recurring schedule, also determined by you. Let's walk through an example:

In the schedule example above, I want the first course in my training campaign to be delivered on 10/22/2024 at 3 PM (time-zone specific). Scheduled courses after this date will reoccur once a month on the 1st Monday at 8 AM, starting on 10/31/2024. Below our scheduler, we can see a preview of our schedule in both a list view and a calendar preview.

When you set the last field of the scheduler, that is not the date of when the recurring campaign will deliver its next course. Instead, it is when the campaign will begin to look for the sending parameter set for the campaign. In the example above, the sending parameter is "once a month on the 1st Monday at 8 AM, starting on 10/31/2024." This means that starting on 10/31/2024, the scheduler will find the next date that equals the 1st Monday of the month, which is 11/4/2024.

How the Phishing Campaign Scheduler Works

Recurring Scheduling

Recurring schedules allow you to designate a specific date and time window for the first phishing simulation, followed by a recurring schedule, in which the subsequent phishing windows are determined. Let's walk through an example:

In the schedule example above, I want the first Phishing Sending Window in my phishing campaign to start on 10/22/2024 at 4 PM (time-zone-specific). As you can see I have my "Phishing Sending Window" set to 3 days.

This means that the first time my end-users can receive a simulated phishing email starts on 10/22/2024 at 4 PM, but will be delivered no later than 10/25/2024 at 4 PM.

After this initial phishing window, scheduled phishing windows will reoccur once a month on the 1st Monday at 8 AM, starting on 10/31/2024. Below our scheduler, we can see a preview of our schedule in both a list view and a calendar preview.

Just like setting the initial date and time field in the scheduler, when you set the last field of the scheduler, that is not the date of when the recurring campaign will deliver its next phishing email. Instead, it is when the campaign will begin to look for the sending parameter set for the campaign. In the example above, the sending parameter is "once a month on the 1st Monday at 8 AM, starting on 10/31/2024." This means that starting on 10/31/2024, the scheduler will find the next date that equals the 1st Monday of the month, which is 11/4/2024. This date, 11/4/2024, at 8 AM, is when the next 3-day "Phishing Window" will begin, meaning users will get the next simulated phishing email in their inbox sometime between 11/4/2024 at 8 AM and 11/7/2024 at 8 AM.

 

Knowledge Base

Phin works to update our Knowledge Base with new features with every release. You can read about the platform and its updates here: https://www.phinsec.io/knowledge.

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