Creating and Generating a Portable Media Campaign

When you create a portable media campaign, you will create information to be placed on a portable media device, including specifying landing pages, web servers, and attachments. You will be able to find out what happens to each of the devices – whether they are responsibly turned into an administrator, or if someone clicks on an attachment and visits your landing pages.

Create the Basic Campaign

1. Navigate to Campaigns > Campaign Manager.

2. Click New.

3. For the Campaign Type, select Portable Media Campaign. The Campaign Type for a specific campaign cannot be changed later.

4. Enter the following information. These values can be changed at any time.

   • Campaign Intent – Intent is automatically set to Testing. This tracks and records results, like click count and message count, in the Program Term data.

   • Campaign Name – Enter a descriptive name for the campaign.

   • Description – Optional. Enter text to describe the campaign.

   • Plan – Optional. Select a plan associated with this campaign. Create and review plans under Plan > Plan Manager.

   • Campaign Intent – Select a reason why you are conducting this campaign.

   • Category – Optional. Enter a category, like Spear Phishing Simulation or Training Reminder, to associate with this campaign for tracking purposes.

5. Click Save. The page refreshes. At the top of the page, you can edit the information you entered in Step 4.

6. Lifecycle Status displays Upcoming. This is a new campaign and has not yet been activated.

Set the Schedule

In the Scheduling section, specify the following information:

• Media Reporting Date – Select the earliest date and time that data will be collected during the Go Live stage.

• Cutoff Date – Select a date and time when results will no longer be collected for reporting.

Specify Targets

In the Targets section, specify the following information:

• Media Count – For reporting purposes, specify the number of copies of physical media that will be distributed.

Specify the Content

Specify Approval Comments

If the Approval Required box is selected, this campaign must be approved before you can Go Live with the campaign. If you choose, you can enter comments to the reviewer in the Approval Comments box.

The Approval Required setting is configured in Global Settings > Approvals > Campaign Approvals Required. If approvals are required, you cannot move the campaign forward from Approve to Go Live mode without the proper approval. This setting does not affect your ability to move the campaign between Design, Generate, and Approve modes.

Specify Advanced Settings

1. Optional. Select the Hide Campaign Results box to hide the results from view. The results will still be collected. You might choose to use this setting when a campaign is past its cutoff date, so only current campaigns display in the results.

2. Optional. Select an image to associate with this campaign. Click Browse to select the image.

Save the Campaign

When you have completed all of the required actions above, click Save to save the campaign. The page refreshes.

Generate the Campaign

Under General Settings, in the Stage area, click Generate

. Click Yes when prompted. The campaign generates.
The generation process can take several minutes. You can move away from the screen or even log out without interrupting the generation process.

Note that you must put the campaign materials onto your portable media device. Be sure to read the instructions in the Approval part of the campaign, as described in the next article.

Proceed to Approving a Portable Media Campaign and Going Live.