Your first campaign

Before you launch, make sure your organization has approved the simulation and that the recipients are in scope. See Authorized use.

Before you launch, make sure your organization has approved the simulation and that the recipients are in scope. See Authorized use.

Checklist

1. Your employees, or at least a small pilot group, are already in Phishtime. See Add, import, and organize recipients.
2. Sending is set up. On the Hello World plan, Phishtime's managed mail sends for you. On paid plans you can add your own SMTP profile under Settings → Email & messaging.
3. You have a template. Open Email templates (or Landing pages) and pick one. Built-in templates are tagged System; clone one to edit it.
4. Open Campaigns → New campaign and work through the 6-step wizard: Type & template, Landing page, Email content, Targets, Send mode, Review & create.
5. For your first send, target a small pilot group rather than "All company users".
6. After you launch, watch the counters (Sent, Opened, Clicked, Submitted) on the Dashboard or the campaign's own page.

For a field-by-field walkthrough, see First campaign checklist.