This article will talk you through how to clone a Phishing Campaign from one organisation to a sub-organisation by using the Unified Security Platform (USP).
Copying a Phishing Campaign from one organisation one or more sub-organisations is a useful as it copies all of the data from that Campaign to a sub-organisation, meaning that there is no longer a need to login to each partner portal to setup the campaigns manually.
How to clone a Phishing Campaign to a Sub-Organisation
Note: To access to the USP, you will need a generated API Key. For information on how to generate an API Key, view our API article by clicking here.
- On the platform, at the top right side of the screen, select the drop-down arrow.
- Select Unified Security Platform (USP).
- From the USP dashboard, under Phishing Campaigns select Copy Campaign.
- Step 1/8 - Select the Phishing Campaign which you wish to copy to your sub-organisation(s).
- Step 2/8 - Select the sub-organisation(s) which you wish to copy the Phishing Campaign to.
- Step 3/8 - Select your time zone, and the time and date in which you would like the Campaign to start.
- Step 4/8 - Select how you would like to send the sending of the campaign.
Send all at the start time - The campaign will be sent to all of the sub-organisations recipients at the same time.
Stagger the sending over time - Select the amount of days/weeks/months/years you wish to keep the Campaign ongoing, as well as the start time, days and end time of the staggered campaign. - Step 5/8 - Select any exclusion date tags (not compulsory, you can skip this step)
Any dates referenced by these tags will not be used during the campaign. - Step 6/8 - Select how often you would like to repeat the sending of the campaign.
Never is an option, so if you do not wish to repeat the sending of the campaign select Never. - Step 7/8 - If you wish to pause your campaign upon copying (to edit the campaign and make changes) select the box shown with the text 'Set this campaign to paused upon copying'.
- Step 8/8 - Done! The campaign has now been copied to the sub-organisation which you selected in step 2.
You can access the sub-organisation via Partner Portal located on the Phishing Tackle platform to ensure that the phishing campaign has successfully been copied.
To do this, select the drop-down arrow at the top right of the Phishing Tackle platform and select 'Partner Portal'.
You will then be shown a list of sub-organisations. To access the correct sub-organisation (once found in the list), select the drop-down next to their name and select 'login'.
Once you have logged in, you are brought to the sub-organisations platform. From here, under Phishing select Campaigns. Once this is done, your copied phishing campaign will be shown within the phishing campaign list, giving you permission to edit the campaign to meet your requirements.