Creating campaigns

To create a campaign, select a Global or Custom template and then configure the clicking behavior, targets and email schedule.

To create a campaign from a global or custom template:

1. Go to Campaigns and click Add Campaign. The Select a Template page opens.

   To create a campaign from a custom template, click the Custom tab. For information, see Templates.

2. Select a template and configure the campaign settings, then click Next. The Select a Sender page opens.

   Subject		Edit the email subject
   Click Behavior	Only Redirect URL	Enter the URL in the Redirect URL field.
   	Landing Page	Select Preset to use the landing page that comes with the template. Select Custom to use a custom landing page you created. See, Landing page. FortiPhish does not save the data entered by the user in the landing page.
   Level of Difficulty (This option is only available in Global templates.)	Simple	The email is poorly written and contains spelling and grammar errors in the body text and domain. The link text and URL do not match. The email branding does not match the branding in the landing page.
   	Moderate	The email body is well written but contains two or three phishing email indicators such as spelling errors in the domain and mismatched link / URL text. The landing page looks authentic.
   	Challenging	The email body is well written and does not contain spelling errors. The email branding and tone mimics authentic corporate communications. The landing page looks very authentic.
   Use Attachment	To attach a PDF to the email, Select Yes, Using Filename and enter the filename in the text field. FortiPhish will not be able to collect the Executed metric when the attached PDF is previewed in a reader that disables links for security purposes.
   Track User Reply	Click Yes to create targeted emails that have no click or attachments but will simulate an actual spear-phish and allow you to see which users respond and/or attach compromising information.
   Activate On Click Training	Click Yes to alert recipients they are the victim of a phishing attack. When the recipient clicks a link in the email or submits data using the phishing landing page, they are directed to a page that contains an embedded training video. There are four types of training pages: Phishing Avoid Phishing Attack Identify Phishing Attack What is Phishing? For information, see Campaign Training Stats.
   Preview	In the text editor, compose the email body. You can use variables in the email body to generate dynamic data while the campaign is running. See, Template variables.
   Save as Custom Template	Save a Global template as a Custom template. Click to view a preview of the template and then click Submit. The template is saved to Custom > Templates. The Level of Difficulty settings are not saved in custom templates. Custom templates are the property of Fortinet. Fortinet reserves the right to adapt any updates or revisions made to an existing email template and make them available to all users in the Global Templates tab.

3. Configure the campaign details and click Next. The Select a Target page opens.

   Campaign Name	Enter the campaign name.
   Sender Name	Edit the sender's name.
   Sender Email	Edit the sender's email address.
   SMTP Gateway Server	(Optional) Select an SMTP server from the dropdown. For information, see SMTP.
   Test Email	Enter an email address and click Test. Sending a test email is recommended when using a custom SMTP gateway server. The selected SMTP server cannot deliver any campaign emails if error occurs while sending a test mail.

4. Select one or more target groups from the Recipients dropdown and click Next. The Set a Schedule page opens.
5. Configure the date, time, and duration of the campaign and click Next. The Set Email Schedule page opens.

   Campaign Schedule	Scheduled	Select the Launch date and time.
   	Start it Now	Launch the campaign today.
   Time Zone	Select the time zone from the dropdown.
   Campaign Duration	Set the campaign duration from 1 to 4 weeks.

6. On the Set Email Schedule page, choose how the emails are to be sent.

   All At Once		Start sending emails right away and finish within one hour.
   Randomly	Within	Select the duration in which the emails are to be sent. When 1 Week is selected the last day of the week is disabled because it does not provide the recipient enough time to perform any meaningful actions.
   	Weekday	Select the days of the week the emails are to be sent.
   	Time Range	Select the hours of the day within which the emails are to be sent. The default value is 09:00 to 17:00 hours.

7. Click Start campaign. A confirmation message appears.
8. Click OK.