Journey Builder

Journey Builder allows administrators to create structured cybersecurity awareness campaigns using training modules, phishing simulations, or a combination of both.

Journeys are delivered automatically over time, helping you engage users with relevant content at the right moment.

Journey Builder includes audience targeting, flexible delivery methods, and collection-based simulations, giving you full control over how campaigns are delivered.

Accessing Journey Builder

1. Log in to the Portal
2. In the left-hand navigation, expand Content
3. Click Journey Builder

Creating a Journey

Purpose

Build and schedule a custom awareness campaign for a defined audience.

Select Your Audience

1. After clicking Create Custom, you will first select who the journey should be sent to.

You can target users using:

• All Users
• Individual Users
• Group
• Department
• Location
• City
• Country
• Company
• State

Once you select a targeting type, you can:

• Search and select the relevant users or values
• Apply your selection

1. Click Continue to Calendar once your audience is selected.

Adding Content to a Journey

Purpose

Schedule training courses or phishing simulations within your journey.

Select a date

1. Click a date in the calendar
2. Select your Content Type:

• Course
• Simulation

Simulation Options

If you select Simulation, choose how the simulation is delivered:

Manual

• Select a specific simulation
• Use when you want full control over the content

Random (Collection-based)

• Select a Collection
• A simulation is selected at random from the collection at send time

Delivery Mode

Choose how the content will be delivered:

Direct Send

• Sent at a specific date and time
• Best for one-time scheduled sends

Batch Send

• Sent gradually over a defined time period
• Designed to simulate realistic phishing campaigns

When using Batch Send, you can configure:

• Start Date
• End Date
• Delivery window (start and end time)
• Optional: Pause on weekends

Scheduling

• For Direct Send: select a single date
• For Batch Send: define a date range and time window

You can:

• Schedule multiple items on the same date
• Combine different delivery types within a journey

Finalising the Item

1. Click Add Item
2. The item will appear in the calendar

Using Templates

Purpose

Launch a pre-built journey with minimal setup.

Select a template

1. Click Use Template
2. Select a template
3. Choose a Start Month
4. Optionally enable Move weekend items to Monday
5. Click Preview to review scheduled content

Template Preview

The preview shows:

• Content items included in the journey
• Content type (Course, Simulation, Random Simulation, Content Pack)
• Delivery method (Direct or Batch)
• Relative timing (e.g. Month 1, Day 3)

You can also:

• Set a Start Date to see exact scheduled dates
• Review how the journey will be distributed over time

Applying the template

1. Click Continue
2. Select your target audience
3. Edit Scheduled Content (see below)
4. Click Create & Apply

Editing Scheduled Content

Purpose

Modify an individual item within a journey.

Editing an item:

1. Click an item in the calendar
2. In the edit window, you can:
   • Change content type
   • Switch between Manual or Random
   • Select a different simulation or collection
   • Adjust delivery mode
   • Update scheduling
3. Save your changes

Editing an Existing Journey

Purpose

Make changes to a journey after it has been created.

Editing a Journey:

1. Locate your journey in the main view
2. Click Edit
3. Make your updates (content or schedule)
4. Click Save Changes

Removing Scheduled Content

Purpose

Remove an item from a journey.

Deleting an item:

1. Click the item in the calendar
2. Click Delete

• Deletions are permanent
• Items can be re-added if needed

Viewing Journey Overview

Purpose

Review journey details and delivery status.

Access

1. From the Journey Builder Active tab, click Overview

Summary Information

• Journey Name
• Status (Pending, Sent, Failed, Cancelled)
• Created At / Last Updated
• Created By

Scheduled Items

Each item includes:

• Content type (Course, Simulation, Random Simulation, Content Pack)
• Content name
• Scheduled date and time
• Delivery status

Status Key:

Tips:

• Use the Overview to quickly audit and verify your journey setup.
• Item statuses help track readiness across your campaign.
• This view is read-only. Return to the calendar to make changes.

Frequently Asked Questions

Best Practices for Campaign Planning

Glossary