Are you new to Infosec IQ? Are you feeling lost when navigating the platform? We are here to help! Check out the Infosec IQ Essentials slide deck to help manage your Infosec IQ platform. Check out a live recording to learn more about: -Deploying simulated phishing and awareness training campaigns -Managing learners and groups -Pulling basic campaign reports

1. The right knowledge.
Right now.
Essentials Webinar

2. Meet your
speakers
Emma Waite
Implementation Specialist
Hunter Reed
Moderator

3. Agenda
1. Overview of Infosec IQ
2. Navigating the Dashboard
3. Managing Learners
4. PhishSim Campaigns
5. AwareEd Campaigns
6. Reporting
7. Other Tools

4. Overview of Infosec IQ
Infosec IQ provides Security Awareness training through simulated phishing messages,
interactive training videos, and quizzes.
PhishSim: Includes 1,000s of phishing templates in a variety of attack types and
difficulty levels. New templates are added each week, helping your organization stay
ahead of the latest threats.
AwareEd: Our massive library of industry- and role-based training resources is
updated weekly, helping you deliver fresh, relevant training to every member of your
organization no matter the style and tone you need

5. Navigating the Dashboard
• Core Behavior Compliance Infosec IQ’s training
modules are linked to one of the Core Behaviors
outlined by National Institute of Standards and
Technology (NIST)
• Click Rate This chart shows an overall percentage
of learners who fell for the different email attack
types in all PhishSim campaigns
• What’s New Provides you with updates to features
or new functionality in the platform.
• Subscription Settings Allows you to view your
renewal date, learner seat utilization, and current
plan.
• Join the Community! TechExams Community is a
space for IT professionals to share problems and
find solutions.

6. Managing Learners
Adding learners to the platform
• Active Directory Sync
• CSV File Import
• Manual
Groups
• Static
• Dynamic
Learner’s Profile
• Letter Grade
• Timeline Events

7. PhishSim Campaigns
How to configure and deploy PhishSim
campaigns

8. Simulated Phished Email Templates
Navigating the email template page
Email Template Tabs
• All: This includes all available email templates under each tab
• Personal: These are all the templates that you have cloned or built from scratch
• Contributed: These are templates that other Infosec IQ customers have shared
• System: These are templates that the Infosec IQ Content Team have pre-built
Previewing an email template An admin can preview an email template right in the platform or
or email a preview to themselves.
Cloning an email template This will give the admin the ability to make changes to an existing
template in the platform. Once saved, the email template can be found in the Personal tab.

9. Customizing Email Templates
From Email: You can change the
from email by selecting the
settings gear
Attack Type: This is where you
can change the attack type of
that specific email
Education: This is where you can
change the education that a
learner views after they get
phished
Tools: This will allow you to
edit/add source code (HTML) to
the email template.
Preview in Browser: This will
allow you to preview as a learner,
as well as send an email preview
to yourself

10. Email Attack Types
Drive-by: This is where a learner clicks on any link
in the PhishSim email that they receive
Attachment: This will add an attachment to the
PhishSim Email that will track if a learner enables
macros on that document
Data Entry: After a learner clicks on a link in the PhishSim
email, they will be brought to a login page. SecurityIQ
doesn’t track the credentials being entered, as those are
blank key strokes
Business Email Compromise: These templates are requesting
specific information for that learner and tracking to see if the
responded back with sensitive information
To view a complete list of Data
Entry Login Sites, please navigate
to the Data Entry Template
section in SecurityIQ

11. PhishSim Education
• To view all of the different types of education available for a PhishSim campaign, locate the
Education section under the PhishSim menu. On this page you will notice:
– Five interactive AwareEd training video options
– Pre-built static education pages
• You can build custom education pages by selecting “New Education” in the top right corner.
There are two other education options that you can assign learners to outside of Interactive and
Static education pages
Phishing Indicators
When a leaner gets phished, they will be taken to a
webpage that has a screen shot of the email that they
were just phished on. Included on that screen will be
specific call-outs to what the learner should have
noticed prior to clicking on the link.
External Links
After a learner gets phished, they will be redirected to
an external link. To get this set-up, you will select
“New Education” and insert the external URL that
you will want to bring learners to.

12. PhishSim Batteries
A Battery is a way to group specific email
templates to point at a campaign. Some
Infosec IQ customers group emails based
on certain commonalities such as method,
education, etc. The Infosec IQ platform
has pre-built batteries that an admin can
use or clone to customize.

13. PhishSim Campaigns
• After you have your Battery built, you are ready to schedule your campaign. To create and schedule a
PhishSim campaign, navigate to Campaigns under PhishSim. On this page select “New Campaign”:
– Campaign Name: This isn’t visible to the learners
– Branding: Your default brand should be automatically selected. If you have multiple branding options, you can
select the specific brand you want shown
– Learners: This is where you can choose if you would want the campaign to go to…
• All Learners
– A Specific Learner Group
– Individual Learners
• Content: In this section you can select a specific template, battery, or category that you would like to send
emails from simply by typing in the name.
• Battery Options: By default, the learner will receive all the templates that are selected. You can also
choose how many templates each learner receives out of the battery by selecting “Send Random Phishing
Templates”. This option is recommended especially if using Categories, as some of our categories have
20+ templates

14. PhishSim Campaigns Continued
• Phished Actions
– Notification: This is a follow up email that gets sent to a phished learner that you can customize. You can also turn this
follow up email off down in “Schedule”
– Group: Prior to building your campaign, you can create a group that you would like phished learners to be added to
• Learner Replies:
– Used for Business Email Compromise attacks.
– Tracks total number of replies as well as which emails your learners responded to.
– Advance options allow for viewing the reply and for matching strings or patterns in responses.
• Schedule
– Send Phishing Attacks Over Time: This is where you can schedule out the email templates to be delivered to the learners
over a period of time. For example: if you run a campaign for 30 days and you have three email templates going to each
learner – the learner will receive those three email templates at random over the next 30 days
– Send Phishing Attacks at One Time: This option will allow you to send out all the templates at once. This option is great if
you want to quickly test the email templates to see how they look – prior to deploying the campaign to all learners. To
out a quick test campaign, all you will need to do is select any time in the past. Once you schedule the campaign, the
emails will get sent out as soon as our servers queue them up.

15. AwareEd Campaigns
How to configure and deploy AwareEd
Campaigns

16. AwareEd Campaigns
What is an AwareEd Campaign? An
AwareEd campaign consists of
interactive training modules and/or
assessments that you can enroll
learners in for a certain period.
In this section, we will cover:
– How to navigate the Content Library
– Build Courses
– Create a Campaign

17. Navigating the Content Library
This Module is available for SCORM
as a Service Download
Indicates what languages that
module/assessment have been
translated in
Allows you to preview the
module/assessment
Adds module/assessment to Course
Builder
Assessment
Assets: This counts the total number of modules, assessments,
program resources that we have. If the asset is available in
multiple languages, those are counted as individual assets.
Search: Allows you to search for a specific content
Filter: You can filter on different areas to help you select content
Course Builder: This appears on the left-hand side of the screen
when you add a module/assessment to a course (see slide 17)

18. Course Builder
• The Course Builder will appear in the Content Library
once you have selected the “+” symbol on any of our
modules and assessments.
• Course Name: This is visible to the learner
• Module Order: As you add content, it will be added in the
module order section. You can rearrange the order of the
content by dragging and dropping. You can also remove
any content by clicking the “x” icon.
• Course Statistics: This will give you an overview of the
number of modules in the course, total length, and the
number of exercises included. Please note that the total
length is the total length of the video + how long it takes
the average learner to complete the exercises; it does not
take in to account how long it takes learners to complete
assessments.
• Once you select “Save Course”, you can view and edit
your course by navigating to AwareEd > Courses

19. Campaign Creation
Once you have your course built with the selected modules and/or assessments, you are now ready to create your campaign. To accomplish this,
please navigate to AwareEd and select “campaigns”. Once on the campaigns page, click “new campaign”.
Campaign Name: This isn’t visible to the learner, but will help you remember what content you deployed
Branding: The branding option you select will be visible in the beginning of an AwareEd Module, on a learner’s course page, and in the
notification emails that they receive
Learners: In this section you can select whether you want the campaign to be pushed out to:
– All Learners
– Learner Groups
– Individual Learners
Courses: In this section, you can locate the course that you would like to use by clicking on the dropdown menu. You can also select a default
language from the dropdown. Please note that all of our modules are not available in every language, as well as the learner has the opportunity
to select their preferred language on their course page
– Begin Modules upon Page Upload: This will automatically start the videos
– Require learners to retake failed assessments: If you have included an assessment, this will give the learner the opportunity to retake an
assessment
– Restrict access after campaign run completion: By default, learner will still have access to the training after the campaign run is
complete. Select this option if you would like to restrict the learner from taking the training after the campaign has finished

20. AwareEd Campaign Creation Continued
Notifications: These are emails that get sent out to the learner during the lifespan of the campaign. All of these notifications can be
customized by navigating to the “Notifications” section under AwareEd
– Enrollment Notification: Once you enroll the learners in a campaign, they will all receive an enrollment email. In this email, this will
contain their unique training link that will bring them to the course page. Please note that no username or password is required for
learners to access the training
– Start and Finish Reminders: These emails will get sent out after the number of allotted days have passed
– Completion Notification: A learner will receive this once they have completed their training
o Completion Certificate: This will appear on the learner’s course page once they have completed all of the training. This
certificate cannot be customized at this time
Schedule: In this section you can select what specific date you would like your campaign to start on, and how many days you would like it
to run for.
– Repeat: If you would like to repeat your campaign for additional runs, you can do so here. For example, if you initially scheduled
the campaign for 30 days and had the repeat set to “1” – it would repeat the campaign for one additional 30 day run
Reset Enrollment: This is only applicable if you have set up an EPP Integration
Reset Learner Progress: If you have multiple runs in a campaign, the learners progress will reset once the new campaign run starts. If
you would like to include only those learners who did not complete the training in the first box, you will need make sure the box isn’t
checked.

21. Reporting
How to utilize the different reporting tools
in Infosec IQ

22. Campaign Results Report
After you have launched the campaign, you can get real-time campaign information by:
– Hovering over the campaign name and select “Details”
– Then Select the bar graph on the right-hand side
– This page will give you a detailed breakdown of each learner in the campaign and their results
This will generate a
csv report that
contains the
information on this
page

23. Infosec IQAuto-Reports
Once a campaign is launched, Infosec IQ automatically creates a report
that is specific to that campaign. You can access the auto-report by either
clicking on the status:
Or, navigating to the Reports dropdown menu and select Auto-Reports

24. Other Tools
Overview of the advance tools and features
in the Infosec IQ platform

25. Phishing Indicators
Phishing Indicators is a type of education available in a PhishSim campaign. When a
learner is phished, a new webpage will open up that has a screen shot of the email they
were just phished with. On that screen shot, there will be call-outs as to what the
learner should have noticed prior to click on the link.
PhishNotify
PhishNotify is a tool that allows employees to report potentially malicious emails, as
well as simulated phishing messages sent through an Infosec IQ campaign. For more
information, navigate to the PhishSim dropdown menu and select PhishNotify
SCORMas a Service
Infosec IQ allows you to add training modules to your Learning Management System
(LMS) for commonly used training modules by providing downloadable SCORM
packages for a non-interactive version of those modules. To view all of the modules
available for download, navigate to the Content Library and select SCORM as a Service
from the filter menu

26. Publishing Assistant
Converts any PDF into a training module with professional-grade voice-over
narration. Using Publishing Assistant, you can select from dozens of narrator
voices and languages. To access Publish Assistant, navigate to the AwareEd
drop-down menu and select Publishing Assistant.
Single Sign On(SSO)
SSO for Learner Authentication works by connecting your Infosec IQ
account to any Identity Provider that supports the SAML 2.0 standard. To
begin, Go to Settings (gear icon) and select Learner Authentication from the
menu.
API
Infosec IQ’s REST API allows you to Integrate important security awareness
training metrics into your existing business intelligence systems and
endpoint protection solutions.

27. Support
If you would like some one-on-one support with any of these tools, or with the platform, please
contact our Support Team:
Phone: 608.620.8838
Email: customer-support@infosecinstitute.com
They will get you in contact with one of our Implementation and Support Specialists to assist you
further.

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29. Questions?