First campaign checklist

Have ready: a pilot group of employees, an approved email template, a landing page, a sender identity, and a start date and time if you want the send to begin later rather than at launch.

Prepare

Have ready: a pilot group of employees, an approved email template, a landing page, a sender identity, and a start date and time if you want the send to begin later rather than at launch.

Steps

1. Open Campaigns → New campaign.
2. Step 1, Type & template. Choose Email. (Messaging over Viber or SMS is on the Pro and Enterprise plans.) Choose the recipient action: Tracked link, QR code, or Attachment. Pick the campaign language; if a template has no translation for it, the template's default language is used. Then pick a template from the grid.
3. Step 2, Landing page. Pick a landing page that fits the template, such as a fake sign-in page for a password-reset email. You can also set a Landing domain. By default the page is served from Phishtime's shared tracking host; you can pick a verified company domain instead.
4. Step 3, Email content. Check or edit the From name, Reply-to, Subject, and optional Preheader. The From email is fixed by your sending method. Confirm the SMTP profile used to send.
5. Step 4, Targets. Choose All company users, or Specific groups and pick one or more groups.
6. Step 5, Send mode. Choose All at once; Spread over a window, which randomizes the sends across a time window so recipients are less likely to compare notes; or Drip · fixed interval, one email every N seconds. You can set a Start at time; leave it empty to send as soon as you launch.
7. Step 6, Review & create. Check the summary, name the campaign in the Campaign name field in the Summary panel on the right, and confirm.

The campaign is saved as a Draft. Open it from Campaigns and press Launch when you are ready. This lets you set a campaign up ahead of time and start it later.