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.

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  • Once the step has been removed, click Save.

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(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.

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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.

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  • Once the step has been removed, click Save.

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(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.
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