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When you select this option, the email you create is added to the current campaign and follows the algorithm and settings configured in your account. If your frequency is one email per month, your email is sent across the month and mixed in with community emails.
Want your simulation to reach specific people at a time you choose, rather than being spread across the campaign? Use Spear phishing instead.

Tagging and targeting

The first step is selecting your target audience, using the tags that are part of your organisation. Country and Language are mandatory. Further narrowing is optional but usually worthwhile: emails with more tags, targeting particular business functions or industries, tend to be more effective.
If your targets speak different languages, create separate emails with appropriate tagging. One email cannot serve two languages.

Crafting the email

1

Choose the sender address

Pick from the list of available domain names and complete the text that goes in front of it. Both text and placeholders can be used. Think about the purpose of your email and which sender will draw the most interaction, because along with the subject line this is the first thing the recipient notices.
2

Set the From Name

This is the name displayed as the sender in the mail list.
3

Write the email

The editor handles both HTML and CSS and plain text. JavaScript is not allowed.
4

Add an attachment, optionally

Attachments are text-based, meaning you write the name of the attachment only. All attachments display as .html, since that is the most common form in real phishing.If attachments are disabled for your organisation, this step stays visible, but the mail is sent without the attachment. See Exclude attachments.
5

Add a landing page, optionally

You can create a page that corresponds with your email. It is automatically connected to every link embedded in the mail.
6

Review

Check thoroughly for sensitive information, and confirm the layout is correct.
Layout is vital to whether a landing page works. If you are not going to invest time in it, use the default tips page instead. A simulation loses credibility fast through image-sizing problems and odd fonts.

Afterwards

Once launched, find your simulation under Emails then Campaign, where you can review its performance over time.