New to Curricula? This guide is a great resource to get up and running quickly with Curricula’s core functions.
Setting Up Groups
The simplest way to manage Curricula is to keep your Groups to a minimum. Your ‘Default Group’ should contain all of your staff, as it can be organized by Department and further sorted by Tags!
We recommend setting up multiple Groups only when you require a different set of access controls, integration settings, or episode schedules for your organization. Each Group has its own unique set of Phishing Campaigns and Episode Schedules, so creating multiple Groups adds additional work for your team.
If you do need to create multiple Groups, you can navigate to the ‘Groups’ tab from the Admin dashboard and select the purple ‘Create Group’ button in the top left corner.
If you have a Group setup, you’re ready to import Learners!
The easiest way to add Learners is to import a supported CSV.
To do this, login to your Admin dashboard and select the gray ‘Export to CSV’ button in the top left corner.
This will download a blank CSV file with the supported column format, enabling you to fill each field with the corresponding data (first and last name, email, department, etc.)
Of these fields, only an email address is required, but we recommend adding first and last names to support the Phishing Simulator in dynamically personalizing every phishing email sent to your learners.
Please note: If you’d like to utilize External Learner Management to import, export and manage your learners in Curricula even more efficiently, be sure to reach out to our support team to enable this feature!
Departments and Tags
If you’re planning to use Departments and Tags to organize your learners, be sure to create them in Curricula before importing your CSV. You can only assign Learners to a Department that exists, as the import tool will not create Departments for you.
You can create Departments or Tags by selecting ‘User’ in the top right corner of the Admin dashboard, then selecting ‘Account’. From here, navigate to the ‘Settings’ tab and the ‘Learner’ section where you can add and customize both Departments and Tags.
It’s important to note that learners can belong to only one Department, but can be associated with many Tags for reporting purposes.
If you later find that you missed a few or need to add more Departments, Tags, or Learners, don’t worry! You can add new Departments and Tags as they become applicable, and Learners can be added individually, or by importing a new CSV file with additional Learners.
Managing Learners in Curricula
To manage a Learner individually, select an email address from your list of Learners to view their Profile.
From the Learner’s ‘Profile’ tab, you can update basic account information like name, email address, and modify their Department and Tags.
From the Learner’s ‘Access’ tab, you can modify their platform access and change their assigned Group.
From the Learner’s ‘Activity’ tab, you can view all of their activity with Curricula including interactions with Phishing Campaigns and completed Episodes.
To make changes to multiple Learners at a time, navigate to the ‘Learners’ tab and select the checkbox at the top of the list. This allows you to update the Active Status or Group of multiple Learners at once.
It’s no surprise that the best part about Curricula is building and enjoying your annual Episode Schedule! From the mischievous yet adorable DeeDee and Orzo, to colorful heroes like the Toucan Man, your security awareness training program is now full of excitement!
We recommend scheduling Episodes throughout the year (as opposed to several in a single month) to keep security awareness top of mind for your employees.
To build your schedule, navigate to the ‘Groups’ section and click the title of the Group in which you want to create a schedule.
From the ‘Schedule’ tab, you will see a current list of all the Episodes currently available to your organization. Select ‘Enabled’ beside each episode you’d like to air this year. Once enabled, you can select your desired broadcast month from the drop-down menu.
Clicking the grey ‘Customize’ button will allow you to add relevant contact information, procedures and policy details to the end of each Episode. This is a great place to add links and a reminder of how to contact your IT department!
Tip: Click ‘Details’ to preview an Episode!
To ensure all Learners are prompted to login to Curricula, head to the ‘Notifications’ section within the Group Settings and select ‘Enable’ for both ‘New Episodes’ and ‘Episode Reminders’ — this will ensure your Learners never miss a new Episode or a deadline!
By selecting the checkbox ‘Include custom message’, you can input your own message that will display in the email to all Learners.
Keep in mind that while monthly scheduled Episodes are made available on the 1st of the month, the New Episode reminder sends on the first weekday of the month you selected. If the 1st of the month is a Tuesday, and you’ve selected Monday as your New Episode alert day, the email will be delivered the following week on the first Monday of the month.
If you’d like to prompt your Learners to login right away, you can send a Manual Push!
Within the ‘Episode Reminders’ section, select the grey ‘Manual Push…’ button to send a customized message to all of your Learners or a segmented selection.
Preparing for Your Baseline Phishing Test
Check out our support article for more information about running your first Phishing Campaign!
Once your learners are imported and schedule is built, DeeDee can go phishing!
Before you start phishing, you’ll need to verify that has been setup for your email server.
The idea of a blind or baseline test is to see where your organization currently stands when it comes to defending against phishing attacks and how long it takes to be compromised. After launching your baseline test, you may want to notify your organization that Curricula is here to help!
You can hang up posters from the 'Downloads' tab, send an 'Intro to Curricula' template that your Customer Success Manager is happy to provide, or use any other element suited to help get the word out.
Navigate to the 'Phishing' tab and select Create Campaign to start your phishing test.
You can choose a scenario that catches your eye, filter the list view using the drop-down menu in the left center of the screen, or search for the specific scenario you're looking for.
Some templates are customizable in that you can offer a Click Only experience, where Learners are taken straight to a recovery training process, or offer a mock Landing Page experience that resembles a real website and will request credentials. In either instance, Learners will have the opportunity to exercise their skills to identify a fake website! You can even send a test email to check it out for yourself before starting your campaign.
Once you select a scenario and customize it to your liking, the next step is to choose your audience.
Maybe you only want Learners in HR or Sales to receive this Phishing Campaign. If so, you can select a specific Department or Tag to target a predetermined group of people within your organization.
Finally, you can designate when you want your campaign to be delivered. You can send all emails Now, on a Scheduled Date, or Over Time, which will randomly deliver the campaign to different Learners across a timeline of your choosing.
Right before you send your details to DeeDee, you’ll have the opportunity to name the campaign, add a description, and enable or disable Recovery Training.
For the Baseline test, we recommend disabling Recovery Training so employees won't know they are part of a test. You can turn this back on for any of your other phishing campaigns. confirm the details, and you are cleared for launch!
DeeDee will gather your details and start building your Phishing Campaign. She will also keep you in the loop on the progress of your Campaign, but you can follow along on the dashboard!
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