With SAT now initiated on your Proofpoint account, you can move forward with creating and editing SAT Training Campaigns. In this guide, i'll talk you through where you can access SAT Training Campaigns and how to set up your own.

SAT Training Campaign Creation

Step 1: Log into your Proofpoint account

• Once logged in, click on "Security Awareness" in the left hand navigation, the page will look like the image below:
• Click on Launch Platform
• The Security Awareness portal will now open in a new window.

Step 2: Creating New Training Campaign

• In the Security Awareness portal, click on "Training" in the top navigation then click " + Create Assignment".
• The Create Assignment page will now populate the page.
• On the create assignment page, it is split up into 4 sections.
  • Assignment Information: 
    • Name the assignment
    • Decide the Assignment Schedule:
      • Fixed End Date, that sets a fixed start and end date for the assignment for all enrolled users. 
      • No End Date, that sets a number of days relative to when the users is enrolled into the assignment. (useful for new hire training)
    • Assignment Extension, you can decide on a grace period, where users can still access the assignment past the due date.
  • Notifications: 
    • Notify users when they have been enrolled into a training assignment and when it is due.
    • Notify users when they have successfully completed the assignment.
    • Decide the time the enrolment email notification is sent.
  • Content:
    • You can choose from over 900 training modules, including animated videos, live-action videos, interactive experiences, multi-path adventures, adaptive learning assessments, and training games. These modules cover a wide range of educational topics, allowing you to train your workforce on the specific threats your company is most at risk for.
      • You can preview all the training modules prior to launch by clicking on the selected module.
    • After selecting the desired training modules, click on "Enforce Content Completion Order" if you want to ensure users complete the modules in the order you choose.
  • Users:
    • In this section, you can choose which users to include in the upcoming training campaign. You have the option to select all users, specific groups, or users based on their join date in the organization.
    • With the users selected click on "+ Add To Assignment".
    • With the selected users added, you are now ready to create the assignment, that you can do by clicking the submit bottom in the bottom right.

Congratulations! Your training campaign has been successfully set up. While the campaign is in Pending status, you can still make changes by clicking on the campaign name. To view your current and pending campaigns, click on Training in the top navigation bar. 

Worth noting: Once a campaign is running, you cannot modify the modules or users included in the campaign. However, you can still adjust the end date.

Thank you for taking time to read this guide, if you wish to access other SAT guides click here or select the guides below:

Setting up Safelisting & Advanced Delivery for Proofpoint SAT in M365

Creating and Scheduling a Proofpoint Phishing Campaign

Security Awareness Safelisting (US)

Security Awareness Safelisting (EU)