Inline Training is a feature that allows you to automatically send out additional successive training courses to users who have repeatedly engaged in and failed phishing simulations.
In this article, you'll learn:
Enabling Inline Training at Customer Level
To enable Inline Training at customer level, navigate to Settings > uPhish > Inline Training.
Toggle "Enable Inline Training" to on.
Enabling Inline Training at customer level in Settings will apply the Inline Training settings to all auto phish simulations and all manually created simulations by default. However, you can override or disable these settings for individual simulations.
Select which event you would like the Inline Training to be triggered by.
"Visit" triggers training to be sent to a user when the user has clicked on a link in a phishing simulation.
"Compromise" triggers training to be sent to a user when the user has provided their credentials, or opened an attachment for phishing simulations that are an “Attachment Open” attack type.
In the Courses field, you can select from the dropdown menu which Inline Training courses you would like your users to receive each time they trigger either a visit or a compromise in a phishing simulation.
The courses will be sent in the order specified whenever the selected event type occurs on a simulation. You can change the order in which the Inline Training courses are sent out by clicking and holding on the drag and drop icon to move a course up or down the list.
Enabling Inline Training for an individual simulation
Inline Training can be enabled for each phishing simulation individually on the last page of the Create Simulation process by navigating to uPhish > Create Simulation.
If Inline Training is disabled at customer level, the Inline Training options at simulation level will also be set to disabled by default.
If Inline Training is enabled at customer level, at simulation level you will have the option to either use the default Inline Training that has been set at customer level, or override the default Inline Training settings for that simulation, or disable Inline Training for that simulation.
Selecting Override Default will allow you to select which action you would like the training to be triggered by and which course you would like to add as Inline Training for that simulation.
Note: Only one Inline Training course can be added to individual phishing simulations.