Recipient Groups
Every LUCY campaign needs at least one recipient group—users who will receive the simulation or training content. You can create multiple groups per campaign to target users by department, location, domain, or other criteria. Users can belong to multiple groups, and there’s no limit to how many you can create.
Creating a New Group
You can add recipients manually or import them via CSV, LDAP, or Azure (Entra ID).
Importing recipients from company directories is recommended as it allows you to include additional information about each user, which enhances automatic analysis and statistics.
Select "New Group" and fill out the group information.
This is a required field where you'll enter the name of the new group you are creating. It's important to emphasize clear identification for efficient management within the system.
This dropdown menu allows you to select which client the group is associated with.
This setting determines the language used for group content delivery when the recipient records do not specify a language.
This feature is deprecated, do not enable it.
Adding Recipients
There are four methods to import recipients into Lucy.
Directly input recipient details one by one. This method is feasible for small numbers of recipients but becomes time-consuming for larger sets.
Select "New Recipient"
Provide all necessary details of the recipient. The more fields that are filled, the more granular the statistics can be.
Each recipient must have a first name and at least one contact method—either an email address, a phone number, or both.
Here is an example CSV for reference:
The import file should contain text in UTF-8 encoding. Each line should represent one recipient. Each record can have 1 to 12 columns, separated by a comma, colon, or semicolon (, : or ;). The possible columns are:
Email - recipient's email address (mandatory)
Full Name - recipient's full name
Staff - job position or related information
Location - recipient's location
Division - company division
Comment - any custom comment
Link - unique link part for the landing page (ensure uniqueness if specified; otherwise, it will be generated automatically)
Phone - recipient's phone number
Language - recipient's language
Gender - recipient's gender ("m" for Male; "f" for Female)
First Name - recipient's first name (mandatory)
Last Name - recipient's last name
To leave a column blank, leave it empty between the separators like so:
[email protected];Jane Doe;;USA;HR;;;;English;F;Jane;Doe;
This recipient does not have values for Staff, Comment, Link, or Phone.
Import CSV
Select "Choose File" to import your recipients, then select "Import".
For instructions on connecting an LDAP server refer to the LDAP Integration article.
Import Options
Update existing recipients
If this option is enabled, any existing recipients in this group will have their attributes updated during the LDAP import. This ensures that the latest information from the LDAP server is reflected in the recipient list.
Add recipients to bound campaigns
Enabling this option will add the imported recipients to any campaigns that are already bound to the group. This is useful if you want to expand the reach of your current campaigns to include new or updated recipients.
Send emails if bound campaigns are running
If this option is selected, emails will be sent to the newly imported recipients if they are part of running campaigns. This ensures that any active campaigns will immediately include the new recipients in their email distribution.
Add more groups
This option allows you to import additional groups already present in Lucy. This can be helpful if you want to organize recipients into specific categories or segment groups for targeted campaigns.
LDAP Server
Select the LDAP Server which needs to be associated with this group.
LDAP Search
You can use standard Active Directory search filters, such as:
(|(objectClass=inetOrgPerson)(objectClass=user))For more information, refer to the Microsoft Documentation.
Import
After successfully retrieving the desired recipients from your company directory, select the checkbox to include All, and click "Import" to begin the import process.
For instructions on connecting an Azure application refer to the Azure Applications article.
Import Options
Update existing recipients
If this option is enabled, any existing recipients in this group will have their attributes updated during the Entra ID import. This ensures that the latest information from the Entra ID server is reflected in the recipient list.
Add recipients to bound campaigns
Enabling this option will add the imported recipients to any campaigns that are already bound to the group. This is useful if you want to expand the reach of your current campaigns to include new or updated recipients.
Send emails if bound campaigns are running
If this option is selected, emails will be sent to the newly imported recipients if they are part of running campaigns. This ensures that any active campaigns will immediately include the new recipients in their email distribution.
Add more groups
This option allows you to import additional groups already present in Lucy. This can be helpful if you want to organize recipients into specific categories or segment groups for targeted campaigns.
Azure Application
Select the Azure Application which needs to be associated with this group.
Azure Search
Filter by Groups
Select a group from the dropdown list:
Filter by Search Parameters
Here are some common examples:
All users with a certain email domain
endsWith(mail, '@example.com')All users with a certain username
startsWith(mail, 'username')All users in the same location
officeLocation eq 'Regional Headquarters'Import
After successfully retrieving the desired recipients from your company directory, select the checkbox to include All, and click "Import" to begin the import process.
Autoupdate Recipients
You can automatically sync your recipients from LDAP or Azure AD by defining the import parameters on the Import Settings tab. This sync runs in the background every 10 minutes.
Import Type
Automatically sync from your LDAP or Azure AD application.
You can employ standard Active Directory search filters, such as:
(|(objectClass=inetOrgPerson)(objectClass=user))This filter retrieves objects that are either of type inetOrgPerson or user.
For further details and guidance, refer to the Microsoft Documentation.
Filter by Groups
Select a group from the dropdown list:
Filter by Search Parameters
Here are some common examples:
All users with a certain email domain
endsWith(mail, '@example.com')All users with a certain username
startsWith(mail, 'username')All users in the same location
officeLocation eq 'Regional Headquarters'Action for New Recipients
If this option is selected, the automatic import will list all recipients in the Control List for both LDAP and Azure Entra ID integrations.
Your Lucy server will make a query every 10 minutes to your company directory to obtain the most updated list of your recipient directory.
You can manually add each recipient:
Or you can select All recipients and Apply them to your Group:
Automatically Add to Bounded Campaigns
When this option is selected, the recipients will be imported automatically and added to all campaigns the recipient group is bound to.
Automatically Add to Bounded Campaigns and Schedule Plans
When this option is selected, the recipients will be imported automatically and added to all campaigns the recipient group is bound to, in addition any Schedule Plans with this recipient group will also be updated to reflect the new recipients.
Action for Deleted Recipients
If this option is selected, the automatic deletion will list all recipients in the Control List for both LDAP and Azure Entra ID integrations.
Your Lucy server will make a query every 10 minutes to your company directory to obtain the most updated list of your recipient directory.
You can manually Discard each recipient:
Or you can select All recipients and Discard them to your Group:
When this option is selected, the recipients not "Active" or deleted in the company directory will be automatically removed from the group and all subsequent campaigns.
When this option is selected, no recipients will be deleted even if Lucy has determined the recipient is not "Active" in your company directory.
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