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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
- Firstly, remove the relevant Step from your Campaign by clicking the X option on the top-right corner of the Campaign Step:
- Once the Step has been successfully removed, click Save:
- When the Campaign has been saved, navigate to Learning>Fusion Template Creation.
- Locate the Fusion Course to be edited under the Your Templates section within the Course Templates Table and click View.
- Select Copy at the top right corner of the Course Template.
- Enter a new Name for the Fusion Course; click Create Copy, and then select Confirm.
- The Fusion Course is now available for editing. Make all relevant updates, and, once ready, click Next to add this back into your Campaign.
- Determine if you wish to include a Pre-test within the Fusion Course by either selecting Yes, Add Pre-Test or No Thanks.
- To create the course without a Pre-test, click No Thanks; then, select Confirm.
- Select Publish at the top right corner and choose Fusion Course.
- On the 'Course Publish' page, check the Manage in Campaign checkbox.
- Assign a Category to the Course, and confirm all other elements are correct before proceeding.
- Once you are ready, select Manage in Campaign at the top-right of the screen to add the course back into your Campaign.
- Navigate to Campaigns>Campaigns in Progress, and locate the required Campaign.
- Under the 'Actions' column, select View Campaign, and navigate to the 'Flowbuilder' section of the Campaign.
- Select Course from the 'Choose by Type' drop-down, and locate the course you have just edited within the 'Choose Content' drop-down.
- Once you have located the required Course, select the Add Campaign Step option to re-add the Course into your Campaign.
- Schedule the Course to be sent on a date of your preference.
- Click Publish Changes to save the updates to the Campaign.
Editing a Simulated Phish linked to a MetaCompliance Campaign Template
- Firstly, remove the relevant Step from your Campaign by clicking X option on the top-right corner of the Campaign Step:
- Once the step has been successfully removed, click Save:
- When the Campaign has been saved, navigate to Phish>Phish in Progress.
- Locate the Phish to be edited within the 'In Progress' table, and click View Phish.
- Select Create New to edit the Phish.
- 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.)
- After entering a reason, select Create New; the Phish will now be editable.
- Update the Phish with any relevant changes. (Name, Template, Form Data, Email Attachments, Learning Experience and Exit Summary can all be changed as required.)
- Ensure Manage in Campaign has been checked, and that a Category has been assigned on the 'Options' tab.
- Once all relevant changes have been implemented, the Phish can be re-added into your Campaign.
- Click the Manage in Campaign button at the top-right corner of your screen; the Phish will now change to a Campaign state.
- Navigate to Campaigns>Campaigns in Progress, and locate the required Campaign.
- Under the 'Actions' column, select View Campaign, and navigate to the 'Flowbuilder' section of the Campaign.
- Select Phish from the 'Choose by Type' drop-down, and locate the phish you have just edited within the 'Choose Content' drop-down.
- Once you have located the required Phish, select the Add Campaign Step option to re-add the Phish into your Campaign.
- Schedule the Phish to be sent on a date of your preference.
- Click Publish Changes to save the updates to the Campaign.