Creating and Configuring a Program

This guide explains step by step how to create a new program and configure it in PhishingCoach.

Accessing Programs

From the dashboard, select the relevant company, then navigate to the Programs section in the navigation menu.

Step 1 — Create a New Program

Click the New button at the top of the page to start creating a program.

Step 2 — Choose a Program

A list of available programs is displayed. Select the desired program by clicking the corresponding + icon.

To view the full list of programs and choose the one that best fits your needs, refer to our guide: Which PhishingCoach Program Should You Choose?

Example: By selecting Phishing Simulation – Email, you launch a phishing simulation that runs over a 30-day period.

Step 3 — Access Program Editing

Once the program has been created, you are automatically redirected to the list of programs. Locate the campaign you have just created and click Edit to configure it.

Step 4 — Configure the Simulation

Enter the following information to configure your simulation:

Simulation Name

Give your simulation a clear and descriptive name so that it can be easily identified later.

Example: Email Simulation – Marketing Team – March 2026

Campaign

Leave the default campaign selected. A campaign is automatically generated when the program is created.

Example: Campaign-202603-1

Employee Group

Select the employee group that will participate in the simulation. Employee groups are managed in the employee administration section.

Exercise

Choose the phishing exercise that will be used for this simulation (the fraudulent email template that will be sent to employees).

Time Zone

Select the time zone corresponding to the location of the targeted employees to ensure emails are sent at appropriate times.

Email Delivery Start Date

Define the date on which simulation emails will begin to be sent.

Email Delivery End Date

Define the final date for sending simulation emails. Email deliveries will be distributed randomly between the start date and the end date.

Delivery Time Window

Specify the desired sending time range.

Example: Starting from 09:31 AM.

If no end time is specified, email deliveries will not be restricted to a specific time window.

Once all fields have been completed, save your configuration. Your simulation is now ready to be launched.