Run a simulation campaign

5 steps · Updated Aug 2026

Choose a template and an audience, schedule the send, and watch the results come in.

A campaign is a single simulation: one template sent to a group of targets, with every open, click, and form submission tracked so you can see who’s exposed.

Creating a campaign

1Go to Campaigns and start a new campaign.
2Pick a template, a ready-made scenario or one you built. See Templates & the builder.
3Choose your audience, everyone, or a single department.
4Set the sending domain the email comes from.
5Schedule it to send now or at a set time, and launch.

What gets tracked

  • Opens, when the email is viewed.
  • Clicks, when someone follows the link in the message.
  • Submissions, when someone enters data on the landing page.

Anyone who clicks can be dropped straight into a short training lesson, see Assign security training.

Reading the results

Open a campaign to see live results as they arrive, or head to the Dashboard for the org-wide picture and the Departments page to compare teams. For the formal write-up, see Results & the compliance report.

New accounts are reviewed before the first real campaign can go out, so a misconfigured send can’t reach the wrong list. You can keep building and saving drafts throughout, and after the first 24 hours you can send up to 20 test emails to check deliverability. Full campaign sending unlocks once we verify your signed authorization letter, see Account review & sending unlock.

Was this guide helpful?