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How to create a Program for Webroot Security Awareness Training

  • 14 June 2019
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How to create a Program for Webroot Security Awareness Training
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Programs provide a way for administrators to schedule multiple tasks in Webroot Security Awareness Training. These tasks include sending invitation emails and scheduling phishing and training campaigns. Rather than having to launch single tasks manually, a program allows the administrator to queue actions to happen in the desired order with the desired timing.

More detailed information on creating programs, including screenshots, is available in the User Guide.

How to create a program:
1. Log into the Webroot Management console.
2. Open the Security Awareness Training console.
3. From the left hand navigation menu, click Programs to open the Programs page.
4. Click the green Create a new Program button to open the New Program page.
5. The New Program page will display information, some of which needs to be provided for new programs:
  • Program Name. Provide a name for the new program.
  • Description. Provide a description for the program.
  • Program Schedule. Displays the tasks that have been currently added to the program, will be modified as tasks are added/deleted.
  • Available Tasks. Shows the tasks that can be scheduled as part of the program, these include Welcome Email, Phishing Campaign and Training Campaign. Click a task to add it to the program.
6. For Welcome Email tasks, provide:
  • Task. Name of the task.
  • Send Date. Use the drop-down menu to select the end date.
  • Template. Use drop-down menu to select the template to use.
  • Recipients. Use to select which targets to send the email to.
  • Click the Done editing task button to add this task to the program.
  • Repeat for as many welcome emails as you want to add to the program.
7. For Phishing Campaign tasks, provide:
  • Task. Name of the task.
  • Campaign. Use the drop-down menu to select the phishing campaign to use.
  • Start Date. Select a start date.
  • End Date. Select an end date.
  • Recipients. Use to select which targets to send the campaign to.
  • Send a report after this campaign closes checkbox. Check the box to send a report after the campaign concludes to the designated email address.
  • Click the Done editing task button to add this task to the program.
  • Repeat for as many phishing campaigns as you want to add to the program.
8. For Training Campaign tasks, provide:
  • Task. Name of the task.
  • Campaign. Use the drop-down menu to select the training campaign to use.
  • Start Date. Select a start date.
  • End Date. Select an end date.
  • Recipients. Use to select which targets to send the campaign to.
  • Send a report after this campaign closes checkbox. Check the box to send a report after the campaign concludes to the designated email address.
  • Click the Done editing task button to add this task to the program.
  • Repeat for as many training campaigns as you want to add to the program.
  • Email Reports. Optional step. When a campaign closes, you can send its reports to an email address that you provide. Click the green Add button to provide an email address, clicking the Add button additional times will allow more email addresses to be added.
9. Once all the tasks have been added, click the Create Program button.
10. After a Program has been created, the tasks will activate based on their schedule, which will be listed under Program Schedule.


Click a topic below for more information:
Programs and Campaigns - explained
How to create a phishing campaign
How to create a training campaign
Working with email messages
How to create a custom Lure page
How to use tags
Reports available
How to setup notifications

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