Shared Campaigns let partners easily create and manage training and phishing campaigns across multiple client companies from one central location.
🧭 Overview: What Are Shared Campaigns?
Shared Campaigns are a new way for Phin partners to create and deliver cybersecurity awareness campaigns across all their client companies.
Traditionally, each company account needed its own individual campaign setup — audience, content, schedule, and configuration. With Shared Campaigns, partners can now create a single campaign at the partner level and share it directly with one or more companies.
This makes it easy to:
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Launch consistent training and phishing campaigns across multiple clients.
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Save time setting up campaigns repeatedly.
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Update or refine a campaign once and apply changes everywhere it’s shared.
- Segment campaigns based on company requirements.
💡 Why Use Shared Campaigns?
Shared Campaigns are built to make your life easier by minimizing the time it takes from company creation to campaign launched.
Key benefits include:
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Reduce time spent onboarding companies – Build a campaign once and enroll new companies into it with a couple of clicks.
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Maintain consistency – All companies in the same campaign receive the same content on the same schedule.
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Stay coordinated – Track shared campaign participation across all your enrolled companies.
⚙️ How Shared Campaigns Work
A Shared Campaign is created in the campaigns section at the Partner Level, where you define:
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Audience – For now, all active users is the only option.
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Content – The courses, modules, or phishing simulations to include.
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Currently only the continuous campaign type is supported for training and phishing campaigns. Onboarding campaigns are coming soon!
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Schedule – We've simplified the schedule inputs while simultaneously giving you more scheduling iterations.
Once created, you can enroll one or more companies into this campaign at either the partner or company level, supporting your preferred workflow.
🚀 Planned Improvements
- Support for shared onboarding campaigns.
- Content filters to fine tune continuous training campaigns - want a campaign that only includes live action courses in spanish that are no longer than 5 minutes each - no problem!
- Edit a shared campaign at the company level, giving you the ability to make company specific changes if need be.
Want to help us test the feature?
Are you an existing partner who want's early access to test and help us define this new feature? Reach out at design@phinsecurity.com to get this feature unlocked in your account (limited seats available).