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Training Platform - Campaign Use Cases Overview

🗒️ Skip to Use Cases

Annual Security Awareness Training

Rolling Security Awareness Training

Remedial Training

Special Occurrence Training

New Hire Training

Training Resource

🌎 Overview

Our Campaign Builder can be used in a variety of ways to deliver cybersecurity human risk management training. For each use case, we will go over examples, the strategy behind the use case, and a potential campaign outline.

💻 Annual Security Awareness Training

Two example of this use case would be for compliance items at an organization level or regulatory certificate training.

Strategy:
📌 Deliver all content at once to each individual user
📌 Include a Training Series to meet requirements
📌 Assign a near-term due date
📌 Leverage Role-Based variations

Potential Campaign Outline:

  • Dynamic Audiences with Specific Dates
    • Toggle on "Assign past content"
  • Start Date "March 1st" - All Content Assigned
  • All Content Due after 30 Days
  • Assigned Notification - On
  • Due Date Notification - 5 Days Before Due
  • Past Due Notification - 3 Days Past , 3 Repetitions, Every 3 Days

⚽ Rolling Security Awareness Training

Two examples of this use case are covering general security topics and meeting year-long engagement goals.

Strategy:
📌 Assign optional, accessible content each month
📌 Deliver engaging Campaign in a Box messaging throughout
📌 Compliment messaging with internal communications and/or blogs

Potential Campaign Outline:

  • Dynamic Audience with Specific Dates
    • Toggle off "Assign past content"
  • Day 1 - All Content Assigned Optional
  • All Content Due after 30 Days
  • Assigned Notification - Off
    • Email communication sent announcing the monthly topic
  • Due Date Notification - 5 Days Before Due
CAMPAIGN TEMPLATE AVAILABLE

🏫 Remedial Training

Two examples of remedial training are for continual clickers in phishing campaigns or for participants failing data classification assessments. 

Note: If using LS Phish Tool, structure the below as Dynamic tied to the auto-created audience of those that failed the Phish campaign

Strategy:
📌 Assign high-impact mandatory training
📌 Spanning four weeks, deliver a variety of content styles
📌 Plan a way to acknowledge success, such as a Completion Certificate

Potential Campaign Outline for Phishing Remediation:

  • Static Audience with Relative Dates
  • Day 1 - Custom Notification to intro program and set completion expectation
  • Day 2 - One to two Phishing Related Modules Assigned
  • Day 1 Content Due after 7 Days
  • Day 8 - Phishing IRL Series Assigned
  • Day 8 Content Due after 7 Days
  • Day 15 - One to two Phishing Related Modules Assigned
  • Day 15 Content Due after 7 Days
  • Assigned Notification - On 
  • Due Date Notification - 2 Days Before Due
  • Past Due Notification - 1 Day Past, 3 Repetitions, Everyday

⏰ Special Occurrence Training

Two examples of this use case would be current headline news about a threat or breach or relevant internal occurrences.

Strategy:
📌 Leverage Campaign in a Box and Mini Boxes
📌 Assign modules with a near-term due date
📌 Send provided messaging in various forms

Potential Campaign Outline: 

  • Dynamic Audience with Specific Dates
    • Toggle on "assign past content"
    • Role-Based, Departmental, New Hires, etc. depending on target audience of special occurrence
  • Day 1 - Custom Notification detailing occurrence
  • Day 2 - All Content Assigned
  • All Content Due after 30 Days 
  • Assigned Notification - On
  • Due Date Notification - 5 Days Before Due
  • Past Due Notification - 3 Days Past, 3 Repetitions, Every 3 Days

👍 New Hire Training

Two examples of this use case would be for employees new to your company or employees new to a department.

Strategy:
📌 Deliver basic and engaging content at once to each individual user
📌 Include a custom CISO / Department Head welcome video
📌 Include a Teams: CyberEscape Online registration module to encourage a new hire cohort
📌 Assign a near-term due date

Potential Campaign Outline:

  • Dynamic Audience using the Provision Date filter with Relative Dates
  • Day 1 - Custom Notification to intro importance of cybersecurity training
  • Day 2 - All Content Assigned
  • All Content Due after 15 Days
  • Assigned Notification - On
  • Due Date Notification - 5 Days Before Due
  • Past Due Notification - 3 Days Past , 3 Repetitions, Every 3 Days

📚 Training Resource

An example of this use case is after sending information about a breach or security topic via email, you want the end user to be able "learn more." Another use case is to be able to provide a library of content for those to self-serve.

Strategy:
📌 Make training readily available for self-learning
📌 Provide a training resource that can referenced by other channels
📌 Title the campaign for how you want it used for example:

  • Password Management Library
  • Option Training for Fun!

Potential Campaign Outline for Training Resource:

  • Day 1 - All content pertaining to one topic is added
  • Dynamic Audience with Relative Dates
    • Assign as optional
    • Expiration Date set for when you want content to no longer be available


💬 View our Training Platform - Content Personalization Video Course for instructions on how to leverage existing content that has been personalized to your organization, or visit our article on Customization options for fully customized modules!e