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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 instructions below to edit the pre-created Fusion course or phish.
1. Editing a Fusion Course Linked to a Campaign Template
(a) Remove the Step from the Campaign
- First, remove the relevant step from your Campaign by clicking the X option in the upper-right corner of the Campaign step.
- Once the step has been removed, click Save.
(b) Copy the Fusion Course
- 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 in the upper-right corner of the course template.
- Enter a new Name for the Fusion course → click Create Copy → then select Confirm.
- The Fusion course is now available for editing.
(c) Edit and Publish the Updated Course
- Make all relevant updates, then click Next to add the course back into your Campaign.
- Choose whether to include a pre-test by selecting Yes, Add Pre-Test or No Thanks, followed by Confirm.
- Select Publish in the upper-right corner, and choose Fusion Course.
On the Course Publish page:
- Tick the Manage in Campaign checkbox.
- Assign a Category and review all other settings.
- When ready, select Manage in Campaign to add the course back into your Campaign.
(d) Re-add the Course to the Campaign
- Navigate to Campaigns → Campaigns in Progress and locate the required Campaign.
- Under the Actions column, select View Campaign, then open the Flowbuilder section.
- Select Course from the Choose by Type drop-down, then locate the edited course from the Choose Content drop-down.
- Select Add Campaign Step to re-add the course into your Campaign.
- Schedule the course as required and click Publish Changes to save the updates.
2. Editing a Simulated Phish Linked to a Campaign Template
(a) Remove the Step from the Campaign
- Remove the relevant step from your Campaign by clicking the X option in the upper-right corner.
- Once the step has been removed, click Save.
(b) Create a New Editable Version of the Phish
- Navigate to Phish → Phish in Progress.
- Locate the phish in the In Progress table and click View Phish.
- Select Create New to edit the phish.
- Enter a reason in the Archive Notes field. (⚠️ Note: selecting Create New on a live phish will stop it from sending to remaining users.)
- Select Create New again, and the phish will now be editable.
(c) Update and Prepare the Phish for the Campaign
- Update the phish with any relevant changes, (e.g. Name, Template, Form Data, Email Attachments, Learning Experience and Exit Summary).
- Ensure Manage in Campaign has been checked and that a Category has been assigned on the Options tab.
- Click Manage in Campaign to switch the phish to a Campaign state.
(d) Re-add the Phish to the Campaign
- Navigate to Campaigns → Campaigns in Progress and locate the required Campaign.
- Under the Actions column, select View Campaign, then open the Flowbuilder section.
- Select Phish from the Choose by Type drop-down, then locate the edited phish in the Choose Content drop-down.
- Select Add Campaign Step to re-add the phish to your Campaign.
- Schedule the phish for your preferred date and click Publish Changes to save your updates.