1. Create your Triggers course or campaign if using these as an action

• Before you can use these as an action, ensure you have created your Triggers course or campaign.
• MetaFlows - Create a Triggers course
• MetaFlows - Create a Triggers campaign

2. Set up your Trigger

• To create your custom trigger, navigate to Settings > Triggers.
• Click on Create New and follow these simple drag-and-drop set-up steps:

(a) When: specify when you want the rule to be triggered.

• As soon as: the trigger activates as soon as the event target is met.

(b) Check if: define the event that will trigger the action.

• Phish clicked: a user clicks on a specified number of phishing attempts.
• Data entered on phish: a user enters data on a specified number of phishing attempts.
• User joins platform: a new user is added to the platform. (You can also set a delay (in days) between this event and the action occurring.)

(c) Do: specify the action you want to automate if the above scenario occurs.

• Enrol user in course: to reduce risk, ensure users receive immediate training, enrolling them in the course within an hour of the event.
• Enrol user in campaign: automate a content campaign targeted to the user based on their actions.
• Send email to myself or a user's supervisor: keep relevant parties informed of user behaviour on the platform by sending an email outlining the event that has occurred.

Key Considerations

• 'User Joins Platform' trigger - We suggest setting a 7-day delay for actions triggered by this. This grace period allows for essential activities like the user's company induction, ensuring a smoother onboarding experience and more effective follow-up actions.
• Future Activity - The trigger will only take into account activity occurring after the date it is enabled. For example, if you enable a trigger today that requires 2 phishing clicks to activate, it will only trigger the action after the user clicks on 2 phishing attempts in the future.
•  The 'Phish click' and 'Data entered on phish' triggers - These do not activate periodically, e.g. every 2 phish clicks. Instead, if you set the 'Phish click' trigger to 2 clicks, it will activate the action after the next 2 phishing clicks. Therefore, we recommend creating a separate rule for each step of the escalation process, such as for the 2nd, 3rd, 4th, and 5th phishing attempts, and so on.

Related article:

• What is 'MetaFlows'?