Learning campaigns

How to use our new learning campaign feature

Robert Shough avatar
Written by Robert Shough
Updated over a week ago

What are learning campaigns?

Learning campaigns are the way in which learning content is assigned to your people in CybSafe.

With Learning campaigns you can:

  1. Define distinct campaigns with specific goals. Decide whether completing the campaign will earn the CybSafe certificate

  2. Choose which modules you want to include in your campaign and whether they are mandatory or not. Your people will see these modules on their Learning page as usual.

  3. Define your audience based on specific criteria - e.g. who’s recently failed a phishing sim?

  4. Schedule the campaign for any point in time - and the parameters for it ending or restarting.

CybSafe offers you two ways of setting up a campaign. To start go to Improve behaviours -> Learning campaigns and select "Create Campaign". You will then see two options:

  • Create campaign: define your own content and audience that will go into a learning campaign.

  • Choose a template: select from a number of pre-made campaigns CybSafe has created for you, with modules grouped by theme and topic.

option to create a cybsafe learning campaign from scratch or choose from a template

How to create a learning campaign

If you wish to setup a campaign with content and an audience defined by you then select "create campaign" and follow the below steps

campaign naming and certificate toggling for learning campaigns

Step 1: Configuration

  • Choose a name for your campaign. This will only be visible to admins.

  • Activate campaign. Sets whether the campaign is active or not. We recommend leaving this on.

    • NB: a campaign will only run to its schedule in step 5.

  • CybSafe certificate: At the moment you can designate one campaign to be the campaign that users must complete to get their CybSafe certificate.

Step 2: Audience rules

  • This functions like nudges and alerts. Use dynamic rules to define who'll be enrolled in the campaign and be assigned the modules. You can see an estimate of how many people are involved below.

  • You can add as many rules to an audience as you wish. You can also choose if the audience must match all rules or only any of the ones chosen.

  • If the rules are left blank, then all uploaded users will be added as the audience.

audience rules for learning campaigns

Step 3: Choose your content

  • Select content from our entire module library to include in the campaign.

  • Choose whether they are mandatory or non-mandatory to complete the campaign.

Step 4: Schedule your campaign

  • On this page, you can schedule your learning campaigns. There are two types of campaigns: time-bound and continuous.

  • Time bound campaigns have a distinct start and end date. They will only run between the dates and times specified.

  • Continuous campaigns don't have a defined end date. Instead you'll be asked to specify:

    • A completion deadline, which is a time period you'd like users to complete the campaign within after they enrol.

    • Reset user progress. This gives you the option to force users to retake the campaign again after a given period.

Step 5: Review

  • Check you're happy with everything and click create to set up your campaign.

  • If anything doesn't look right - you can use the links to return to the relevant sections to make amendments.

What happens next?

Once your campaign starts, enrolled users will see modules appear in their Learning page and to do list.

They'll be reminded to complete them by our out-of-the-box nudge reminder emails (if enabled), or your own nudges on supported platforms (if you've elected to set them up).

Changing campaigns that are already live

Can I change my learning campaign after it has started?

Yes, you can now make the following changes to your learning campaigns:

  • Change the name, certificate status, reset methods and completion deadlines

  • Change the end-date or make it continuous

  • Flip modules between optional or mandatory

You can also make the following changes in a limited capacity

  • Add additional modules to the campaign

  • Added modules will only be assigned when the user is next eligible for the campaign, which means when they enter it for the first time, or their progress on it is reset.

  • Change audience for the campaign

  • Users will only be removed from the campaign if the audience is changed, if they are set to do so via learning settings.

You will not be able to:

  • Change the start date for the campaign after it has started (goes without saying)

  • Remove modules from the campaign - this is non trivial in terms of working out progress

Frequently asked questions

Q: Can I designate more than one parallel campaign to earn the CybSafe certificate?

A: Yes! Simply toggle on the option for a certificate in the campaign setup when you are configuring the campaign for the first time. We are still working on the ability to use your own custom built certificate.

Q: What happens once a completion deadline or campaign has ended and people haven’t finished their modules?

A: The module will still be assigned to them to complete and the user will still be chased by the system to complete it. You also have the option of using nudges as well. However after the deadline the person’s behaviour score for “completes security awareness training” will be penalised.

Q: What happens when a campaign has started - will people still be enrolled in it?

A: Yes, people will be enrolled in a campaign whilst it is running, if they satisfy the audience rules. Enrolment is updated up to three times a day, so it may take a little bit of time kick in when something changes.

We're still planning to give you the option to turn this off when configuring a campaign, but for now we wanted to ensure you got the benefits of having this as the default setting.

Q. Can we include other content like behaviour goals in a campaign?

A: Excellent question. Our answer is simply to watch this space - it is in the works!

Did this answer your question?