Awareness Training - Scheduling Targeted Training

This article describes how you can schedule a Targeted Training Campaign for a targeted group of users, and is intended for Administrators.

Introduction

Mimecast Awareness Targeted Training modules are training videos sent to a specific groups of users (e.g. a department or users with lower phishing scores).  
Targeted Training differs from Company Wide Training, which are modules scheduled and sent to all Default User Groups.

Use Targeted Training to reinforce Cyber Awareness lessons for users requiring reinforcement of email security best practices, or for content specific to a select group of users (e.g. Executive training for Executives)

Once a user has completed a Targeted Training module, they do not have access to the knowledge question or custom content.

Considerations

The following considerations must be taken into account when scheduling a campaign:

  • Targeted Training campaigns are sent to Select Groups of users when the module is scheduled.
  • Targeted Training campaigns do not include sentiment questions.
  • Targeted Training campaigns will issue weekly reminder emails on a Tuesday, that include details of outstanding Targeted Training

    Reminders will be sent again the next Tuesday, unless your users complete the outstanding Targeted Training module, or you delete the Targeted Training module.

  • Targeted Training statistics are not reflected within the Program Overview page, nor do they affect Company Wide Training performance metrics.
  • Targeted Training campaign statistics are located directly within the details of each Targeted Training module.

Scheduling a Targeted Training Campaign

When first logging in to the Mimecast Awareness Training dashboard, the Targeted Training queue is empty.  Any Content Library video can be scheduled in a Target Training campaign, with the exception of the Training Overview video.

You can schedule a Targeted Training campaign, by using the following steps:

  1. Log in to the Mimecast Awareness Training platform.
  2. Navigate to Training Queues |  Content Library.
  3. Hover over the Module Image.
  4. Click Add to Targeted Queue.

If a module is already part of a Targeted Training campaign, the In Targeted Training button is displayed  and greyed out.
To schedule an additional Targeted Training module, find the module title in your Targeted Training Queue, and click Add Campaign.

  1. Complete the Add Campaign dialog as follows:
Field / Option Description
Name Enter a name for your Targeted Training campaign (e.g. GD-PR Awareness Training).
Select Group Select a group of users from the dropdown list. These are the users (directory or profile groups) who'll receive the training module.

It is recommended that each user email address be present in a Mimecast Local Profile Group, or Directory Group.
Sending to a Distribution List is not recommended, as the Distribution List is treated as an individual email address. Results will be aggregated for the Distribution List email address and not for the users that are part of it.

Launch Date

Click in the field to display a calendar, from which you can select a start date for the Targeted Training campaign. You can have more than one Targeted Training campaign scheduled on the same day.

We recommend selecting a date in the future that allows you to visit and amend the targeted training should it be required. Once a campaign is launched, the schedule can't be changed.

  1. Click on the Create button. The module is added to the scheduled Targeted Training queue.

Amending a Targeted Training Campaign

You can edit a pending Targeted Training campaign, by using the following steps:

  1. Log in to the Mimecast Awareness Training platform.
  2. Navigate to Training Queues | Targeted Training.
  3. Click the Manage button next to the Targeted Training to be edited.
  4. Click on the Edit button to the right of the Targeted Training item.
  5. Make the changes needed, including Name, Launch Date, Selected Groups and Email Notification.
  6. Click Update to save the changes.

Deleting a Targeted Training campaign

You can delete a Targeted Training campaign, by using the following steps:

If the Targeted Training campaign's launch date has been reached, any data associated with it is lost.

  1. Log in to the Mimecast Awareness Training platform.
  2. Navigate to Training Queues | Targeted Training.
  3. Click on the Manage button to the right of the targeted training to be deleted.
  4. Click on the Delete button to the right of the targeted training.
  5. Click on Confirm, in the confirmation dialog.
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