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Creating an Automated Campaign

Setting Up a Recurring Campaign

Programming recurring campaigns automates phishing campaign delivery across your organization.

It ensures continuous employee training according to a chosen recurrence schedule.

Arsen’s campaign automation is designed to save you significant time while steadily improving security behaviors.


1 – Objectives

  • Learn how to launch an automated campaign

  • Manage campaign types

  • Select employees to target

  • Select the phishing scenarios

  • Define a sending frequency to build a recurring schedule


2 – Prerequisites

Before launching a phishing campaign with Arsen, the following conditions must be met:


3 – Choose the campaign name and type

3.1 – Access creation

Click + New Campaign from the Recurring tab in the Campaigns section.

Recurring campaigns tab in Arsen, listing existing automated campaigns with their frequency and status.

3.2 – Enter the campaign name

Type the desired campaign name.

Recurring campaign setup screen with the base name field highlighted, where the campaign name is entered.

3.3 – Select the campaign goal

Choose between:

  • Compromise : Targets only fail once they reach a landing page and get compromised.

  • Interaction : The simulation fails as soon as a target engages with the lure.

Recurring campaign setup screen with the failure definition section highlighted, showing the choice between Compromise and Interaction.

Then choose what happen after a user fails:

  • Send to just-in-time training page: Failures see a training page right after the risky action.

  • Redirect Quietly: Failures land on the scenario's own destination instead.

Recurring campaign setup screen with the post-failure action section highlighted, showing the choice between just-in-time training and a quiet redirect.


4 – Select the scenarios

4.1 – Browse the scenario library

Use filters to display:

  • Arsen-created scenarios

  • Your own custom scenarios

4.2 – Confirm the scenarios

Select the scenarios and click Continue.

📚 Note
Using multiple scenarios in a recurring campaign reduces the need for future adjustments.

Scenario selection screen showing two scenarios selected.


5 – Select the targets

5.1 – Understand target selection methods

Choose employees by:

  • Selecting employee groups

  • Filtering users in the platform

Audience selection screen

5.2 – Select a dynamic group

Click Groups to select one or more groups.

📚 Note
Dynamic groups are highly recommended for automated campaigns to avoid manually updating group members in the future.

Audience selection screen showing a selected employee group and the confirmation bar highlighted, used to validate the targets.

5.3 – Validate the targets

Click Continue to launch.


6 – Configure the campaign schedule

6.1 – Configure the recurrence

  • Under FIRST WAVE, choose the start date of the first automated campaign.

  • Under REPEAT EVERY, use the dropdown menu to choose how often campaigns are generated.

Recurring campaign scheduling screen with the first wave date and repeat frequency fields highlighted.

6.2 – Choose the sending method

To send each wave on the same day: Select All at once.

Recurring campaign scheduling screen with the wave delivery section highlighted, showing the spread-over-multiple-days option with a delivery window.

To send each wave across several days, select Spread over multiple days. Then. select:

  • SPREAD OVER: Duration in days of created campaigns

  • DELIVERY WINDOW: Time window with two boundaries to set: one for starting the email sends in the morning and one for stopping them in the evening.

  • Include weekends: click the button to include weekends

Recurring campaign scheduling screen with the wave delivery section highlighted, showing the all-at-once option and a cadence preview calendar.


7 – Start the automated campaign sequence

Click Schedule recurring campaign to activate the recurring schedule.

Final recurring campaign summary with the cadence preview calendar and the Schedule recurring campaign button highlighted.

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