Click below for a full screen walkthrough video.
▶️ Creating an Onboarding Campaign
Note: It is recommended to schedule the Phishing Training Campaign which includes the Onboarding Campaign. However, you can assign the Setup & Onboarding Campaign separately.
- Log in to the CyberNut Admin Portal at http://admin.cybernut.com.
- Select Create campaign button on the left side.
- Select Automated Phishing Training.
- Select More campaign types.
- Select Setup & Onboarding Campaign and then click Next.
- Enter a Campaign name. (ex. 25-26 Onboarding Campaign)
- Click Select under Start Date to choose a date to start the campaign.
- Click Select under End Date to choose a date to end the campaign.
- Type the number of days users have to complete their onboarding.
- Type the number of days until a reminder email is sent.
- Click Next.
- Click Create a team to add teams. (Repeat this step until all teams are created.)
- Add a title for your team. (ex Dept, Campus, etc)
- Click Select users and browse to the users on the team.
- Check the box beside the group. The entire list of users will be selected. Adjust if needed.
- Click Next.
- If you want to assign a Team Captain, click the Assign button. This is optional and allows the user to see data only from this team's campaign. (Note: This user also needs to be added in your single sign on group in Google or Microsoft)
- If you clicked Assign, locate and select the Team Captain and click Next.
- Click Next.
- Repeat the process for adding teams if needed by clicking Create a team. Once done, click Next.
- Modify the initial onboarding email template and/or reminder email as needed. Click the Edit button.
- Modify the contents of the email to personalize it to your school/district. Click the eye icon to preview the email.
- Click Next.
- Review the content of the campaign. Click Edit if you need to modify anything.
- Click Schedule campaign.
