Using Awareness Groups

Use Cases

• You want to send specific training content based on the recipient's department, skill level, or other natural grouping, and these recipients are already grouped accordingly (e.g. a recipient group for each department has already been created).

• You want to send specific training content to each recipient based on their risk level, and these recipients are all in the same group.

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Using Awareness Groups

In this method we will add multiple recipient groups to a campaign and send them all different trainings by binding each recipient group to an awareness group.

Add Trainings

Add each awareness training to the campaign:

Create Awareness Groups

Select Awareness Groups and create a group for each Awareness training:

To create a new Awareness Group type the name into the text box at the bottom and select Add.

By default, one group already exists named after the first awareness added to the campaign. You can rename this group.

Every Awareness campaign requires at least one Awareness group.

Assign Awareness Groups

To assign an Awareness Group, select one of the Awareness scenarios and go to the Awareness Groups tab:

To assign an awareness group select it from the menu and click Bind.

Repeat this step for every Awareness scenario until each one is bound to a different group:

Add Recipients

Go the Recipients page and select Add Group. Select your recipients and at the bottom of the page select an awareness group to bind it to those recipients:

Select Save to continue, and repeat this step for each awareness group.

You can use the same group multiple times and bind recipients to multiple awareness groups. If a recipient is bound to multiple awareness groups they will receive each training bound to them.

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Using Risk Levels

In this method we will add one recipient group to a campaign and send the users in that group different trainings depending on their reputation level (also called risk score or risk level).

Add Trainings

Add each awareness training to the campaign:

Note the auto-incrementing Risk Level for each training. You can adjust these levels by using the + and - buttons.

Trainings may not have the same Risk Level.

Rename the Awareness Group

By default, the lone awareness group is named after the first training that was added. For clarity's sake you should rename the group to something like "Default" or another descriptive name. Whatever you name the Awareness Group, just make sure you have only one - we will use this group in the next step when we add recipients.

Add Recipients

Add all of your recipients and select the lone awareness group under Scenarios.

Once complete, your awareness settings should look like this: