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

🌎 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
  • Day 1 - 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:

  • Static Audience - *consider removing anyone currently placed in a remediation program*
  • 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

🏫 Remedial Training

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

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
  • Day 1 - 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: 

  • Static Audience - *Role-Based, Departmental, New Hires, etc. depending on target audience of special occurrence*
  • Day 1 - All Content Assigned
  • All Content Due after 30 Days 
  • Assigned Notification - Off
    • Email communication sent regarding the special occurrence
  • 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:

  • Monthly Static Audiences
  • Day 1 - 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



💬 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!