Creating Onboarding Campaigns in Phin Security

What is an onboarding campaign in Phin?

An onboarding campaign is designed to deliver a batch of training to a user at the time of hiring or when starting with Phin.

Who will be added to the audience of my onboarding campaign?

When creating a new Onboarding Campaign, you can choose from fixed or dynamic audiences, similar to other campaign types. However, there are some important points to note:

• ​The audience type cannot be changed in the editor after the campaign is created.
• ​Users cannot be removed from the audience after changes have been saved.
• ​Before changes are saved, a user can be moved in, and any moved-in users (before saving) can be moved out.

Note: Onboarding campaigns will only add users who were added to the portal after the campaign is launched. Any users already in the portal before the campaign is launched will not be affected.

For dynamic audiences, once you have created an onboarding campaign, any new user added to the Phin tenant who matches the audience filter will be enrolled in the campaign.

Audience filter types supported by onboarding campaigns:

• ​Company: Includes all active users added to the company after the campaign is created.
• ​Department: Includes any active user added to the company with a department name field matching the selected name.
• ​Manager: Includes any active user added to the company with a manager name field matching the selected Manager email.
• ​Group: Includes any active user added to the company who is a member of the selected Azure group (available for companies with Azure sync enabled).

When are the training courses sent for an onboarding campaign?

When a new user is added to an onboarding campaign, all the training in that campaign will be assigned to them immediately. After a short delay, the user should receive an email notifying them of their assigned training and providing a link to the Learning Management System.

Creating an Onboarding Campaign

1. 1.To create an onboarding campaign, select 'Onboarding' in the Campaign Type. Fill out the name and description as well.
2. 2.Select the audience type for this campaign, either fixed or dynamic. For dynamic audiences, the filter will be applied to all users who are added to Phin after the campaign is created. Dynamic audiences will continue growing and updating as users are added to the company.
   • ​If your company has Azure user sync enabled, there will also be an option for Group Campaigns.
   • ​To set up an audience that will not automatically change as users are added, choose the 'Fixed' option. The 'Fixed' audience builder allows you to select each user for the campaign individually.
3. 3.Pick the training courses to be used in the onboarding training campaign. You can select as many courses as you'd like using the checkboxes.
4. 4.View details about a course by clicking the 'i' icon or preview the course using the 'eye' icon.
5. 5.Review the curriculum, then press launch to start the campaign.
6. 6.After launching, you will be redirected to the training dashboard, where you will see your newly created campaign.

Once created and active, the campaign will serve the selected training to any newly added user who matches the audience.

If you would like to learn about editing Onboarding Campaigns, viewing stats on assigned courses, or sending reminders about assigned courses, refer to the relevant articles in the knowledge base.

Feedback is welcome for improvements to this feature. Use the feature request tool if you'd like to suggest changes.