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Documentation / Create and launch campaigns / Use the campaign wizard

Use the campaign wizard

The wizard has six steps, shown in a progress bar at the top: Type & template, Landing page, Email content, Targets, Send mode, Review & create. A Summary panel on the right shows your choices so far. A checklist at the bottom of it (template selected, landing page selected, SMTP configured, from email set, subject set, target count, name set) shows what is still missing.

The wizard has six steps, shown in a progress bar at the top: Type & template, Landing page, Email content, Targets, Send mode, Review & create. A Summary panel on the right shows your choices so far. A checklist at the bottom of it (template selected, landing page selected, SMTP configured, from email set, subject set, target count, name set) shows what is still missing.

1. Type & template

Choose Email, or Messaging (Viber / SMS) if your plan includes it. For Email, choose the recipient action:

  • Tracked link: a button that links to the landing page.
  • QR code: a QR code that holds the link. Useful for testing what happens when someone moves to a phone.
  • Attachment: a tracked file attachment, generated per recipient.

Pick the campaign language. Previews render in that language and fall back to the template default if there is no translation. Then choose a template from the grid. System templates are read-only, but you can clone them.

2. Landing page

Pick a landing page that matches the template: Username & password, Other data, ClickFix, OAuth, MFA Push, or Device Code. You can also set a Landing domain. Leave it as Default tracking host, or pick a verified company domain to serve the page from your own domain.

3. Email content

Check or edit the From name, Reply-to, Subject, and optional Preheader. The From email is fixed by the active sending method: Phishtime managed mail, or your SMTP profile. A live preview of the email is shown next to the form.

4. Targets

Choose All company users to send to everyone, or Specific groups to pick one or more groups from Groups.

5. Send mode

  • All at once: every target gets the email at the same time. Fastest, but recipients may compare notes.
  • Spread over a window: sends are randomized across a time window you choose. More realistic and harder to correlate.
  • Drip · fixed interval: one email every N seconds, in target order. Useful when you want to watch reactions one at a time.

You can set a Start at time. Leave it empty to start sending the moment you launch.

6. Review & create

A read-only summary of every choice. Name the campaign in the Campaign name field, then save. The campaign is created as a Draft. Launch it from the campaign page when ready.