How to Create a Scenario with Just-in-time Learning Page

- Create a Just-in-time Learning Page
- Create a Red Flag Email Template
- Create a Scenario with Just-in-time Learning Page

To set this up, you first need to create both the Just-in-time Learning Page and the Red Flag Email Template. Once completed, you can combine them to build a phishing scenario and launch it to your employees.

How to add a just-in-time learning page

Follow the steps below to add a new just-in-time learning page that you can use in a new or existing phishing scenario:

1. Go to Phishing Simulator > Phishing Scenarios > Landing Page Templates page.
2. Search 'Just-in-time Learning Page: Email Warning Signs' and click the Duplicate button to customize.
3. Customize any fields on the first Template Info page, then click Next.
4. On the Page Settings page, provide the Phishing Link: the URL to be used in the phishing email.
5. Under the Phishing Link field, you can enable the "Stop bots to prevent false clicks" feature to detect and stop bot activity automatically to prevent false clicks, ensuring genuine traffic to your phishing campaign.
6. Review your red flag landing page, or click the Edit button to customize it.
7. Once you complete customization or review, click Save to complete the process.

How to Add Email Template with Red Flags

Follow the steps below to create a new email template with red flags for use in a new or existing phishing campaign:

1. Click the +New button in the upper right corner of the Phishing Simulator > Phishing Scenarios > Email Templates page.
2. Complete the required fields on the first page, then click Next.
3. Complete the sections below on the Email Settings page:
   1. Subject: Subject line of the phishing email
   2. From Name: Sender name that will be visible to the target recipient
   3. From Email Address: Sender email address information that will be visible to the target recipient
   4. CC: Add a CC email address to your phishing simulation email. This is optional.
   5. Attach File: If desired, you can attach a file to the phishing email. This option is only available if the email template method type is set to Attachment.
   6. View/Edit Template: View and edit the available email templates in localized languages.
   7. Localize: Localize your main email template to different languages.
   8. Import Email: Use the three-dot button to import an MSG or EML file and customize it.
4. Show Red Flags: Click the button for AI Ally to scan the email template and highlight suspicious elements—such as mismatched sender addresses, fake buttons, or misleading icons—while employees are expected to spot these red flags on their own.
5. Click Edit to make any changes or Save to complete the process.

Create a Scenario with Just-in-time Learning Page

1. Click the +NEW button in the upper right corner of the Phishing Simulator > Phishing Scenarios page.
2. Complete the required fields on the first page, then click Next.
   
   1. Scenario Name: Enter a name for your scenario.
   2. Description: Describe the template briefly for your reference.
   3. Category: Select the threat type that classifies your phishing scenario.
   4. Method: Choose the appropriate phishing strategy for your scenario. Please make sure the method is the same as your email template and landing page category.
      
      1. Click-Only: Redirect users to a specific landing page, and see who clicks the phishing link within the report.
      2. Data Submission: Redirect users to a page where they must enter requested credentials and see who submits this information in the report.
      3. Attachment: Redirect users to download a file attached within the simulated email, and see who opens the file within the report.
      4. MFA: Redirect users to a Multi-Factor Authentication (MFA) page where they must input a received MFA code to continue, and see who submits MFA codes in the report. 
   5. Tags: Define tags for the scenario.
   6. Make Available For: Make your scenario available to be used by the other customers under your organization. This feature is only available to admins who have Reseller permissions. 
   7. Click Next to go to the Email Template page.
   8. On the Email Template page, select the red flags email template you created and then click the Next button.
   9. On the Landing Page page, select the just-in-time learning page and then click the Next button to move on to the Summary page.
      
      1. If the MFA method is selected, you'll find a sub-menu titled "MFA Settings" on the Landing Page. Here, you can customize the "Sender Phone Number" and the text for the "SMS Verification Message".
   10. The Summary page provides you with an overview of the proposed phishing campaign, including the type of campaign, the targeted users, and other important details.

Click Save to create your scenario. You can now launch your Just-in-Time Learning Page scenario using either Fast Launch or Campaign Manager.