It will cover all aspects briefly, with the essentials covered and links to more detailed 'Expert Guides' explaining each section in depth, should you need them.

We will start with an overview of the dashboard, with a brief explanation of each function within it, then jump right into creating your first Simulated Phishing Campaign - The Baseline Test.

If you are comfortable with the dashboard, skip straight to 'Step 1 - Add your organisation's settings'

Skip to:

• The PhishingTackle­ Dashboard
• Step 1 - Add your organisation's settings
• Step 2 - Create Tags
• Step 3 - Add Recipients Manually
• Step 4 - Choose an Email Template (or several)
• Step 5 - Choose a Landing Page Template
• Step 6 - Create a new Phishing Campaign
• Step 7 - Review the Campaign's results
• Step 8 - Create a Training Course Email Template Stack
• Step 9 - Create a Training Course

Prerequisites

This guide assumes you have completed the allowlisting steps required to allow PhishingTackle emails to deliver correctly within your organisation, and have tested phishing emails are being delivered correctly.

For information on allowlisting, see this article

For information on creating a test campaign, see this article

Next step: The Phishing Tackle Dashboard