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Can I Edit a Step Within a Campaign Template?

Yes, when you opt to use a Campaign Template, all linked Content will automatically be added to your MyCompliance Platform.

Steps cannot be edited directly from the Campaign Step; however, you can follow the steps below to edit the pre-created Fusion Course or Phish.

Editing a Fusion Course linked to a MetaCompliance Campaign Template

  1. Firstly, remove the relevant Step from your Campaign by clicking the 'X' option on the top-right corner of the Campaign Step:
    mceclip0.png
  2. Once the Step has been successfully removed, click Save:
    mceclip1.png

  3. When the Campaign has been saved, navigate to Learning>Fusion Template Creation.
  4. Locate the Fusion Course to be edited under the 'Your Templates' section within the 'Course Templates' table and click View.
  5. Select Copy at the top right corner of the Course Template.
  6. Enter a new Name for the Fusion Course; click Create Copy, and then select Confirm.
  7. The Fusion Course is now available for editing. Make all relevant updates, and, once ready, click Next to add this back into your Campaign.
  8. Determine if you wish to include a Pre-test within the Fusion Course by either selecting Yes, Add Pre-Test or No Thanks.
  9. To create the course without a Pre-test, click No Thanks; then, select Confirm.
  10. Select Publish at the top right corner and choose Fusion Course.
    mceclip4.png
  11. On the 'Course Publish' page, check the 'Manage in Campaign' checkbox.
  12. Assign a Category to the Course, and confirm all other elements are correct before proceeding.
  13. Once you are ready, select Manage in Campaign at the top-right of the screen to add the course back into your Campaign.
  14. Navigate to Campaigns>Campaigns in Progress, and locate the required Campaign.
  15. Under the 'Actions' column, select View Campaign, and navigate to the 'Flowbuilder' section of the Campaign.
  16. Select Course from the 'Choose by Type' drop-down, and locate the course you have just edited within the 'Choose Content' drop-down.
  17. Once you have located the required Course, select the 'Add Campaign Step' option to re-add the Course into your Campaign.
  18. Schedule the Course to be sent on a date of your preference.
  19. Click Publish Changes to save the updates to the Campaign.

Editing a Simulated Phish linked to a MetaCompliance Campaign Template

  1. Firstly, remove the relevant Step from your Campaign by clicking 'X' option on the top-right corner of the Campaign Step:
    mceclip2.png
  2. Once the step has been successfully removed, click Save:
    mceclip3.png
  3. When the Campaign has been saved, navigate to Phish>Phish in Progress.
  4. Locate the Phish to be edited within the 'In Progress' table, and click View Phish.
  5. Select Create New to edit the Phish.
  6. Enter a reason into the 'Archive Notes' field. (Remember, selecting Create New on a live Phish will stop the Phish from sending to remaining users.)
  7. After entering a reason, select Create New; the Phish will now be editable.
  8. Update the Phish with any relevant changes. (Name, Template, Form Data, Email Attachments, Learning Experience and Exit Summary can all be changed as required.)
  9. Ensure Manage in Campaign has been checked, and that a Category has been assigned on the 'Options' tab.
  10. Once all relevant changes have been implemented, the Phish can be re-added into your Campaign.
  11. Click the 'Manage in Campaign' button at the top-right corner of your screen; the Phish will now change to a Campaign state.
  12. Navigate to Campaigns>Campaigns in Progress, and locate the required Campaign.
  13. Under the 'Actions' column, select View Campaign, and navigate to the 'Flowbuilder' section of the Campaign.
  14. Select Phish from the 'Choose by Type' drop-down, and locate the phish you have just edited within the 'Choose Content' drop-down.
  15. Once you have located the required Phish, select the 'Add Campaign Step' option to re-add the Phish into your Campaign.
  16. Schedule the Phish to be sent on a date of your preference.
  17. Click Publish Changes to save the updates to the Campaign.