Getting started with training campaigns

Procedure

1. On the Trend Vision One console, go to Attack Surface Risk Management → Security Awareness.
2. Click Create Training Campaign.
3. Configure your campaign and select a training program.
   1. In the Campaign name field, enter a name for your campaign.
   2. Choose a training program for the campaign.
      1. Click Select Training Program.
      2. In the Select Program screen, select the training program you want to use for the campaign.
      3. Click Save.
   3. Click Next.
4. Select training participants.
   1. In the Participant List section, select the users who will be invited to participate in the training.
   2. Click Add to Training Campaign.
   3. When you are done adding participants, click Next.
5. Set up invitations for the training campaign.
   1. In the End time field, set the time and date for the training campaign to conclude.
   2. To preview the invitation message to be sent to participants, click Preview.

      Tip If you would like to customize the content of the invitation message, click Edit in the preview screen.

   3. Click Next.
6. Set up reminders for the training campaign.
   1. If you would like to remind participants to complete the training before the end date, enable reminders.
      1. In the Send Reminders section, set Status to enabled.
      2. To preview the reminder message to be sent to participants, click Preview.

         Tip If you would like to customize the content of the reminder, click Edit in the preview screen.

      3. To schedule more than one reminder, click the add button (+) to add and configure additional reminders.
   2. If you would like to notify participants after the training is completed, enable the completion notification.
      1. In the Send Completion Notification section, set Status to enabled.
      2. To preview the completion notification to be sent to participants, click Preview.

         Tip If you would like to customize the content of the notification, click Edit in the preview screen.

7. After you have configured the training campaign, click Finish.
   Your campaign initiates and invitations are sent to participants.