What Is It All About?

Security awareness training is a crucial part of any cybersecurity program. It equips employees with the knowledge and skills to recognize, avoid, and respond to cyber threats — reducing the risk of data breaches, malware infections, and phishing attacks.

According to industry data, 85% of significant attacks originate from the human factor. With effective training, organizations can greatly reduce these risks by empowering employees to act securely and responsibly online.

Types Of Training Campaigns

Automated recurring campaigns using pre-configured templates
Adhoc single campaign (available only at the specific customer level)

Key Features:

Global campaign setup: create campaign templates across all or selected customers
Selection of training topics: choose your desired awareness topic from our wide selection (feel free to share your suggestions in the chat — we’ll do our best to incorporate new content if needed)
Flexible scheduling – choose a start date, determine campaign order, and define recurrence (monthly, bi-monthly, quarterly)
User tracking – view completion rates and engagement status directly from the Awareness screen

Please note:

This feature applies only to users with an associated email address.

Creating A Security Awareness Campaign: Step-by-Step

Recurring awareness training

1. Create a template

Select the relevant audience (specific customer / global scale)
Go to the ‘Awareness’ section and click on ‘Schedule Awareness Template’

2. Manage frequency & content settings

General settings:

Provide your template with a name
Choose the frequency in which you wish the training videos will be sent
Select the language of the video: Dutch, English, Hebrew, Spanish, Portuguese, French and German
Define the starting date of the template:
- If set to ‘Today’, the campaign will be sent immediately
- If scheduled ahead, delivery will occur between 9–10 AM local time

2. Content settings:

Put together the desired content:
- Each topic is stored as a distinct record and includes one or more associated videos
- Click on each record to preview the videos it includes
- Drag and drop the records to change the sequence
- Remove irrelevant content by clicking on the red ‘Trash’ button
- You may add additional content using the ‘Add Campaign’ button

3. Assign users

For global scale templates:
- Select the relevant customers out of the list
- You may amend the users list using the ‘Edit’ button on the right
- Tick the ‘Apply to new customers’ checkbox to ensure that any customers added after the template is applied will automatically receive future trainings
- Tick the ‘Apply to new users’ checkbox to ensure that users added after the template is applied will automatically receive future trainings (note that they will not receive past campaigns unless those are assigned manually)
For specific customer templates:
- Select individuals manually (you may invite additional users at any time, even after the campaign has started)
- Tick the ‘Apply to new users’ checkbox to ensure that users added after the template is applied will automatically receive future campaigns (note that they will not receive past campaigns unless those are assigned manually)

4. Preview & assign

Review all settings
Click ‘Assign’ to launch the campaign

Adhoc Awareness Campaign:

1. Create a template

Select the relevant customer (specific client only)
Go to the ‘Awareness’ section and click on ‘Send Awareness Campaign’

2. Select the content:

Select the language of the video: Dutch, English, Hebrew, Spanish, Portuguese, French and German
Pick the desired training topic (you can preview the content once selected)

3. Assign users

Define the campaign launch date
Select the relevant users

4. Preview & launch

Review all settings
Choose the desired sending mechanism:
- Send Automatically: the end user will receive the Awareness campaign from Guardz’s email address. It’s quick and easy, but you won’t be able to edit the email - subject, copy, and email address it’ll be sent from
- Send from your email: your own email will open, and you’ll need to send the email from there. This will allow you to customize the email subject and the body fully. Please do not change the URLs
- Skip Email: you can assign the campaign to the users without sending them an official email
Click ‘Assign’ to launch the campaign

Tracking Results

You can review your launched campaigns and templates from the main view of the 'Awareness' section

Each sent template will include:
- General status of the campaign
- Additional information per each user:
  - Send date
  - Assigned group / users
  - Completion status
Results are also available for download

Edit, Stop And Delete Behaviors

To amend an existing template, go to the main view of the 'Awareness' section and click on the relevant campaign.

You can edit (switch) the content of existing active templates
You can re-send training to specific users if needed
Awareness templates and campaigns can be stopped:
- If you stop a template, no future campaigns will be sent
- If new users are added after the start date, they will only receive future campaign (previous content must be sent manually)
- Stopped templates can be restarted
You can delete a template at any time, regardless of whether it is active or stopped