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MetaFlows - How to set up Triggers
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.
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