In a Workflows campaign, you can automate a content campaign targeting users based on the following specific events:

• 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.
• Phish Failures: A user either clicks on a phish, scans a QR code or opens an attachment
• 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.

Steps to create a Workflows campaign

1. Set up your Workflows campaign.

   • Before setting up your workflow, you need to create your campaign.

2. Add content to your campaign.

   • Follow the steps outlined in How do I add content to a Campaign? 
   • Note that phishing attempts cannot be included in a Workflows campaign since they need to operate on a specific date schedule.

3. Campaign Creation

   • Go to Campaign Creation and select Workflow Campaign.
   • 

4. Configure your campaign.

   • Name and Description: Provide a name and description for your campaign.
   • Flowbuilder: Add your steps in the desired order using the flowbuilder.
   • Set Delays and Notifications: Set the delay (in days) between each step, and edit the email notifications by clicking on the 'Settings/Cogwheel' icon on each step.
   • 

5. Publish your campaign.

   • Click Publish Changes to finalise and publish your campaign.

6. Add the campaign to a Workflow.

   • You can now add this campaign as an action in a Workflow by following the instructions in article: WorkFlows.

Key Considerations

• Phish limitations: Phishing steps cannot be included in a Workflow campaign.
• No edits post-publishing: Once published, a Workflow campaign cannot be edited. The campaign can be deleted and content can be reused.