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Account Events Best Practices

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Overview 

Account Events are a powerful tool that can be used by Portal Administrators to automate sending and/or generating reports, as well as automatically enrolling targets into courses and/or programs. This article focuses on each Event type and provides a brief explanation of each, along with examples of useful workflows. 

Click from the following to jump to the desired section:

  1. When a Target is Added to a Group
  2. When a Campaign Ends
  3. When a Test Ends
  4. Generate an Automated Report 

 

When a Target is Added to a Group

This Event type will be triggered when a target is added to a group. A single group or all groups can be selected. 

Example 1: Enrolling New-hires Into a Program Automatically

Manually enrolling New-hires into multiple courses can be a tedious, time-consuming process. However, by creating a group specifically for New-hires, one can configure an automated event such that each time a New-hire is added to this group, they are then enrolled into a program, which itself contains a set of one or more courses. To do this, ensure that there already exists a dedicated Group for New-hires (see our Create / Edit Group article), as well as a pre-defined Program that contains courses that New-hires should take (see our Creating and managing School content (courses/programs) article). Then, follow the following steps:

  1. Select "Create" on the Account Events page. 
  2. Under "Create New Event", perform the following:
    1. Give the Event a unique, descriptive name such as "Enroll New-hires into [program_name_here]". 
    2. Select "When a Target is Added to a Group" under the "Event" dropdown. 
    3. Select the New-hire group, created from before, under the "Select" dropdown for groups. 
  3. Under "Choose Action Type", perform the following:
    1. Select "Enroll a Target in a Program" under the "Action" dropdown. 
    2. Select the Program for New-hires, created from before, under the "Select" dropdown. 
    3. The condition dropdown is optional. To ensure that a target is not already enrolled in the selected program, the "Enrollment Check" option should be selected. If such a check is not desired, simply select "Please Select One", and proceed to "Next". 
  4. Under "Additional Configuration", perform the following:
    1. Ensure that the Event configuration displayed is correct. If the configuration is correct, select "Finish" -- this will create your new event. Otherwise, select the "Back" button to go backward to any previous tabs for further configuration. 

Please note that the above example also works with both courses and third-party courses. However, if "All Groups" are selected, then the third-party courses option becomes unavailable. 

Example 2: Specialized Content for Specialized Targets

Enrolling specific individuals (such as CEOs, members of IT departments, etc.) into specific courses/programs allows for more efficient training and awareness -- which can be powerful for reducing risk among high-interest individuals. 

Therefore, creating a Group such as "C-Suite" or "Network Administrators", and auto-enrolling these targets into courses specifically designed for them reduces manual overhead and allows these high-interest individuals to receive specialized training. 

To get started, first create the aforementioned group (e.g., "Network Admins"), and know beforehand if these specialized individuals should be enrolled in a program or a course. If it's a program, ensure that the program is already created and contains the courses that these specialized individuals should take. Then, follow the steps below:

  1. Select "Create" on the Account Events page. 
  2. Under "Create New Event", perform the following:
    1. Give the Event a unique, descriptive name such as "Enroll C-Suite into [Whale Phishing Training]". 
    2. Select "When a Target is Added to a Group" under the "Event" dropdown. 
    3. Select the C-Suite/specialized group, created from before, under the "Select" dropdown for groups. 
  3. Under "Choose Action Type", perform the following:
    1. Select "Enroll a Target in a Program" under the "Action" dropdown. 
    2. Select the course for the C-Suite/specialized group, created from before, under the "Select" dropdown. 
    3. The condition dropdown is optional. To ensure that a target is not already enrolled in the selected program, the "Enrollment Check" option should be selected. If such a check is not desired, simply select "Please Select One", and proceed to "Next". 
  4. Under "Additional Configuration", perform the following:
    1. Ensure that the Event configuration displayed is correct. If the configuration is correct, select "Finish" -- this will create your new event. Otherwise, select the "Back" button to go backward to any previous tabs for further configuration. 

 

When a Campaign Ends

This Event type will trigger when a campaign ends (i.e., is marked as "Completed" under Manage Campaigns). A single campaign or all campaigns can be selected. 

Example 1: Automated Summary Report Generated and Sent for All Campaigns

Automatically generating reports for campaigns reduces manual overhead and improves insight and visibility into how targets are performing during phishing simulations. However, the following steps will allow for the automated generation of a given report type for all campaigns when they end, offering a streamlined process for report generation for phishing campaigns. Follow the steps below to get started:

  1. Select "Create" on the Account Events page. 
  2. Under "Create New Event", perform the following:
    1. Give the Event a unique, descriptive name such as "Automatic Summary Report for All Campaigns".
    2. Select "When a Campaign Ends" under the "Event" dropdown.
    3. Select "All Campaigns" under the "Select" dropdown. 
  3. Under "Choose Action Type", perform the following:
    1. Select "Send Report" under the "Action" dropdown.
    2. Select "Campaign Summary Report" under the "Select" dropdown.
    3. Select "Target Campaign" under the "Select One" dropdown.
    4. Enter in the recipient email of the report in the "Send To" field, and select the locale that the report should be in. Please note that additional recipients may be added by selecting the "+" icon. 
  4. Under "Additional Configuration", perform the following:
    1. Ensure that the Event configuration displayed is correct. If the configuration is correct, select "Finish" -- this will create your new event. Otherwise, select the "Back" button to go backward to any previous tabs for further configuration. 

Example 2: When a Specific Campaign Ends, Send The Report to Group Manager(s)

Identifying an important campaign and sending its results to the Managers of each Group within the campaign can expedite the reporting process, leading to greater visibility among group managers who can identify targets that present heightened risk. Follow the steps below to get started:

  1. Select "Create" on the Account Events page. 
  2. Under "Create New Event", perform the following:
    1. Give the Event a unique, descriptive name such as "Q3 2026 [Name] Phishing Campaign Report to Group Managers".
    2. Select "When a Campaign Ends" under the "Event" dropdown.
    3. Select the desired campaign under the "Select" dropdown. 
  3. Under "Choose Action Type", perform the following:
    1. Select "Send Report to Group Manager" under the "Action" dropdown.
    2. Select "Campaign Summary Report" under the "Select" dropdown.
    3. Select "Target Campaign" under the "Select One" dropdown.
  4. Under "Additional Configuration", perform the following:

    1. Ensure that the Event configuration displayed is correct. If the configuration is correct, select "Finish" -- this will create your new event. Otherwise, select the "Back" button to go backward to any previous tabs for further configuration. 

       

When a Test Ends

This Event type will trigger when a test ends (I.e., the test is no longer tracking activity). A single test or all tests can be selected. 

Example 1: Send a "Failed Only Report" for Each Test When it Ends 

The ability to quickly identify which targets are failing their phishing simulations provides clarity to managers in identifying targets that need further training. The "Failed Only Report" identifies those targets who have failed a given phishing test. To create an automated event such that a failed only report is generated and sent to a given email address for each test that ends, perform the following steps: 

  1. Select "Create" on the Account Events page. 
  2. Under "Create New Event", perform the following:
    1. Give the Event a unique, descriptive name such as "Send Automated Failed Only Report When a Test Ends".
    2. Select "When a Test Ends" under the "Event" dropdown.
    3. Select "All Tests" under the "Select" dropdown. 
  3. Under "Choose Action Type", perform the following:
    1. Select "Send Report" under the "Action" dropdown.
    2. Select "Failed Only Report" under the "Select" dropdown.
    3. Select "Target Test" under the "Select One" dropdown.
    4. Enter in the recipient email of the report in the "Send To" field, and select the locale that the report should be in. Please note that additional recipients may be added by selecting the "+" icon. 
  4. Under "Additional Configuration", perform the following:
    1. Ensure that the Event configuration displayed is correct. If the configuration is correct, select "Finish" -- this will create your new event. Otherwise, select the "Back" button to go backward to any previous tabs for further configuration. 

Example 2: Send a CSV Report of Phishing Actions for All Tests When They End

Sometimes, it may be necessary to receive a report in CSV format for a phishing simulation. To create an Account Event so that each time a test ends, a CSV report recording the phishing actions of the targets involved, perform the following steps below: 

  1. Select "Create" on the Account Events page. 
  2. Under "Create New Event", perform the following:
    1. Give the Event a unique, descriptive name such as "Send CSV of Phishing Actions When a Test Ends".
    2. Select "When a Test Ends" under the "Event" dropdown.
    3. Select "All Tests" under the "Select" dropdown. 
  3. Under "Choose Action Type", perform the following:
    1. Select "Send CSV Report" under the "Action" dropdown.
    2. Select "TestPhishingActionExport" under the "Select" dropdown.
    3. Select "Target Test" under the "Select One" dropdown.
    4. Enter in the recipient email of the report in the "Send To" field, and select the locale that the report should be in. Please note that additional recipients may be added by selecting the "+" icon. 
  4. Under "Additional Configuration", perform the following:
    1. Ensure that the Event configuration displayed is correct. If the configuration is correct, select "Finish" -- this will create your new event. Otherwise, select the "Back" button to go backward to any previous tabs for further configuration. 

 

Generate an Automated Report

Reports can be generated automatically, providing greater organization and documentation for analyzing trends among targets and groups. 

Example 1: Run a Monthly Program Enrollment Report

Being able to extrapolate a monthly program enrollment report allows for greater visibility and documentation in program enrollment trends. To run a monthly program enrollment report, perform the following steps below:

  1. Select "Create" on the Account Events page. 
  2. Under "Create New Event", perform the following:
    1. Give the Event a unique, descriptive name such as "Monthly Program Enrollment Report".
    2. Select "Generate an Automated Report" under the "Event" dropdown.
    3. Select "Month" under the "Repeat Every" dropdown. After this is completed, select the day of the month that this report should be generated on. 
  3. Under "Choose Action Type", perform the following:
    1. Select "Run Report" under the "Action" dropdown.
    2. Select "Program Enrollment Report" under the "Select" dropdown.
    3. Select the program that the enrollment report should be ran for under the "Select One" dropdown. 
  4. Under "Additional Configuration", perform the following:
    1. Ensure that the Event configuration displayed is correct. If the configuration is correct, select "Finish" -- this will create your new event. Otherwise, select the "Back" button to go backward to any previous tabs for further configuration. 

Example 2: Send a Weekly CSV of the Riskiest Targets in a Group

A weekly CSV containing the riskiest targets in a given group, especially groups that are high risk (such as IT, C-Suite, etc.) provides a quick and frequent glance at the targets who pose the highest risk. To create a weekly CSV of the riskiest targets of a given group, perform the steps below:

  1. Select "Create" on the Account Events page. 
  2. Under "Create New Event", perform the following:
    1. Give the Event a unique, descriptive name such as "Weekly Riskiest Targets in [group_name]".
    2. Select "Generate an Automated Report" under the "Event" dropdown.
    3. Select "Week" under the "Repeat Every" dropdown. After this is completed, select the day of the week that this report should be generated and sent on. 
  3. Under "Choose Action Type", perform the following:
    1. Select "Send CSV Report" under the "Action" dropdown.
    2. Select "GroupRiskiestTargetsExport" under the "Select" dropdown.
    3. Select the group that the report should be ran for under the "Select One" dropdown. 
    4. Enter in the recipient email of the report in the "Send To" field, and select the locale that the report should be in. Please note that additional recipients may be added by selecting the "+" icon. 
  4. Under "Additional Configuration", perform the following:
    1. Ensure that the Event configuration displayed is correct. If the configuration is correct, select "Finish" -- this will create your new event. Otherwise, select the "Back" button to go backward to any previous tabs for further configuration. 

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