It is not possible to edit a campaign once it has been completed. However, there are alternatives to reuse content or reassign it to specific users.
Can a completed campaign be edited?
No.
Once a campaign is in the Completed status, it has already generated:
Audit records
Associated statistics
For this reason, the campaign cannot be modified.
Alternative: mark as a test campaign
If you need the campaign to stop impacting reports:
You can use the “Mark as test campaign” button.
To do this:
Go to Campaigns > Calendar / Campaign list
Find the campaign and access "View campaign details"
Go to the "Information and actions" tab
Select “Mark as test campaign”
This will allow:
Its records not to be considered in statistics
It not to impact historical reports
How to mark a test campaign back as a real campaign
If you marked a campaign as a test campaign and need it to impact statistics and reports again, you can revert that mark from the same campaign detail view.
To do this:
- Go to Campaigns.
- Find the campaign and access its Campaign detail view.
- Go to the "Information and actions" tab.
- Select "Mark as a real campaign".
- In the "Mark as a real campaign" confirmation window, read the explanation and select "Mark as real" to confirm, or "Cancel" to back out.
The confirmation window explains:
What does it mean to mark a test campaign as a real campaign?
The campaign will start affecting the platform reports and will create records within the campaign and user audit sections.
If this modification is made to a completed Phishing, Smishing, or Ransomware simulation campaign, the Risk Scoring for all users who participated in it will be recalculated. The calculation will take into account user interactions with the campaign.
Important: user interactions recorded in the campaign prior to this change will not generate experience points or badges.
Alternative: create a new campaign
The recommended option is:
Create a new campaign with the same content
This allows:
Correctly reassigning users
Maintaining consistency in audit and metrics
What to do if only some users did not complete the campaign?
In this case, you can:
-
Create a group with those users
You can create a Group or an Inverse group based on statistics
For example, the inverse group of those who completed the content will automatically generate the group of those who did not complete it
To do this:
Go to Campaigns > Calendar / Campaign list
Find the campaign and access "View campaign details"
Go to the "Information and actions" tab
-
Assign them a new specific campaign
From Campaigns > Calendar / Campaign list > New campaign
Also, inverse groups can be reused in future campaigns to facilitate segmentation.
Recommendation for future campaigns
To avoid this type of situation, it is recommended to use the mode:
Recurring assignment and relative duration
You can watch our workshop on this type of campaign for more details. Campaign Automation in SMARTFENSE
This mode allows:
Automatically including new users
Keeping campaigns active for continuous assignments
Reducing the need to create additional campaigns
Considerations
- Finished campaigns cannot be reopened or edited.
- Changes must be made through new campaigns, or by reverting the test campaign mark back to real when applicable.
- Proper initial planning avoids rework.
Best practices
Plan the target groups in advance.
Use dynamic or inverse groups for segmentation.
Prefer recurring campaigns for ongoing processes.
Validate results before finishing critical campaigns.
Before confirming "Marcar como campaña real," keep in mind that the campaign will start affecting reports and, if applicable, the Risk Score of the involved users will be recalculated.