Differences

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--- add_mail_recipients [2018/05/31 14:59] – lucy
+++ add_mail_recipients [2019/03/20 13:28] – [Identify recipients that have been already tested] lucy
@@ Line 1: / Line 1: @@
 ===== Introduction=====
-Every campaign needs a recipient group to work. The recipient group are the users which receive the attack simulation or the awareness content. You can create multiple groups for a single campaign. Groups can be used within LUCY to target users with specific phishing or training campaigns. Many organizations will begin with dividing users into groups by department, location (if you have multiple office locations), or even domains (if there are multiple domains). Recipients can be in as many groups as they need to be in, and you can have an unlimited number of groups set up.
+Every campaign needs a recipient group to work. The recipient group are the users who receive the attack simulation or awareness content. You can create multiple groups for a single campaign. Groups can be used within LUCY to target users with specific phishing or training campaigns. Many organizations start by grouping users by department, location (if you have multiple office locations), or even domains (if there are multiple domains). The recipients can be in any number of groups and you can set up an unlimited number of groups.
 ===== How to Enter Your Recipients? =====
 Recipients and groups can be configured under Admin/Recipients.
@@ Line 49: / Line 48: @@
 sarah@example:Sarah::boston
-{{ 48.jpg?direct&600 }}
+{{add_mail_recep.png?600}}
+===== Adding multiple groups in a campaign  and associating them with a scenario =====
+LUCY allows you to add multiple groups in one campaign. After you added a group, you will be asked to define:
+  - mapping (1)
+  - scenario (2)
+{{ mapping_rec.png?600 }}
+The default mapping is "campaign and awareness". This means the user group will recieve the phishing simulation and if configured, also the elarning content. If you wish, you can limit the mapping to "awarness only" or "campaign only". If you for example configure "campaign only", the according group would only get the attack simulation, but no elearning.
+The scenario association can be used to control, which group gets which attack scenario. In the screenshot you see (2) that all the available scenarios added to the campaign will be displayed. Example: If you select 2 scenarios with a specific group, each user from this group will get two emails (one from scenario 1 and one from scenario 2). If you don't want the users to get multiple emails, you can enable the checkbox "Distribute users over selected scenarios". Lucy will then randomly split the users over the selected scenarios. Every user will get a unique single attack and no user will be attacked with the same scenario twice. If you want to control the distribution of receivers even more deeply, you would have to create a [[scheduler|scheduler rule]]. This allows the distribution to be even more complex.
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 In LUCY you can add recipients to a running campaign. Please [[i_want_to_add_a_few_extra_mails_into_a_running_campaign|click here]] to read more.
+=====  Recipient group associations =====
+If you have multiple recipient groups with the same name (this can happen if you for example copy a campaign with recipients), use this procedure to find the correct group/campaign association:
+Step 1: Go to your campaign under "recipients"
+Step 2: Click on the recipient link to get to the associated group
+Step 3: Rename your group in order to identify it better
+As an alternative you can also hover over the link and look at the group ID. When you hover over the groups within the generic recipient settings, you will see also the corresponding ID's.
+{{ recipient_association.png?600 }}
 ===== Language considerations =====
@@ Line 63: / Line 91: @@
 ===== Identify recipients that have been already tested =====
-LUCY > 3.0 allows you to identify recipients that have been previously tested. If you click on the recipient group details you will notice that there is a column called "already tested" which shows you the last date this user has been tested.
+LUCY allows you to identify recipients that have been previously tested. If you click on the recipient group details you will notice that there is a column called "already tested" which shows you the last date this user has been tested.
 {{ recipient_tested.png?600 }}
@@ Line 82: / Line 110: @@
-===== Copy Recipients (LUCY > 3.2) =====
+===== Recipient actions within a running campaign =====
+Under the statistics/recipient tab you will have a table view of all recipients used in a campaign. In the last column you can (1) re-send an attack to a specific user, (2) edit the users detail or (3) remove the user stats from the specific campaign:
+{{ recipien_man.png?600 }}
+===== Copy Recipients =====
 LUCY allows you to copy one or multiple recipients from one group to another group (new or existing).
@@ Line 92: / Line 127: @@
 ===== Import Error-Log =====
-LUCY > 3.1 will create an import error log which will help you to quickly identify import errors with mail addresses that had a syntax error. For LUCY < 3.1 please [[recipient_import_and_syntax_issues|click here]]. Please not that LUCY cannot handle wrong syntax. Also don't use header lines. Duplicate or wrong entries will not be imported.
+LUCY will create an import error log which will help you to quickly identify import errors with mail addresses that had a syntax error. For LUCY < 3.1 please [[recipient_import_and_syntax_issues|click here]]. Please not that LUCY cannot handle wrong syntax. Also don't use header lines. Duplicate or wrong entries will not be imported.
 {{ import_error.png?600 }}
@@ Line 99: / Line 134: @@
 ===== Custom Recipient Fields =====
-In LUCY > 3.3 you have the ability to create custom recipient fields. You can add any new recipient attribute you want (e.g. city, gender, education etc.). Those attributes can be used for using customized statistics in LUCY (dashboard filters or raw exports).
+In LUCY you have the ability to create custom recipient fields. You can add any new recipient attribute you want (e.g. city, gender, education etc.). Those attributes can be used for using customized statistics in LUCY (dashboard filters or raw exports).
@@ Line 121: / Line 156: @@
 We use different sources like Bing or Google.
+====== Analysis of the campaign based on recipient attributes ======
+All attributes defined within the Recipient group can be analyzed within the campagin statistics or data exports:
+{{ custom_attr_stats.png?600 }}