SAT - Journey Builder

Updated 1 week ago by admin

Overview

The Journey Builder is a core feature of the portal, designed to help tenancy administrators create and schedule structured cybersecurity awareness campaigns. Journeys may include training modules, phishing simulations, or a combination of both. This feature enables automated delivery of content across a timeline to engage users effectively.

Note: Journeys can only be assigned to all users within a single tenancy. Targeting specific groups or departments is not currently supported.

Video Guide

The video below will guide you through creating a Journey using a System Template.

Step-by-Step Guide

Below is the step-by-step guide on how to use the Journey Builder feature.

Accessing the Journey Builder

  1. Log in to the Portal.
  2. In the left-hand navigation menu, expand Content.
  3. Click on Journey Builder.

Building and Managing Journeys

Building a New Journey

Purpose: Build a custom awareness campaign using phishing simulations, training modules, or both.

Steps:

  1. Click Create Custom.
  2. A calendar view will appear.
  3. Enter a name for the journey in the top-right corner.
  4. Click a date to add a Phishing Simulation or Training Module.
  5. Choose the content and confirm your selection.
You can schedule multiple items on the same day and plan up to 24 months in advance.
  1. Click Create & Apply to finalise the journey.

Tips:

  • Space out content to maximise engagement.
  • Use the calendar to visualise content distribution.
  • Review selections carefully before applying the journey.

Using a Template

Purpose: Launch a pre-defined journey with minimal setup.

Steps:

  1. Click Use Template.
  2. Select a journey from the Template dropdown.
  3. Choose the Start Month.
  4. Optionally enable Move weekend items to Monday.
  5. Review the schedule/calendar.
  6. Click Create & Apply.

Tips:

  • Sends add by the templates are customisable after being applied.
  • Ensure the start month aligns with your awareness schedule.
  • The journey name will be auto-filled but can be changed before applying.

Editing Scheduled Content

Purpose: Change the delivery date or replace a scheduled journey item.

Steps:

  1. Click on the item in the calendar.
  2. In the Edit Item window, you can:
    • Switch the content type
    • Choose a different item
    • Preview the item
  3. Click Move Item to change the date.
  4. Select a new date shown in light blue.

Tips:

  • Items must be edited before their scheduled send date.
  • Use Preview to confirm your selection.

Editing an Existing Journey

Purpose: Make changes to a journey that has already been created.

Steps:

  1. On the Journey Builder main screen, find your journey.
  2. Click Edit.
  3. Make your updates (add/remove items, change dates, etc.).
  4. Click Save Changes in the top-left.

Tips:

  • Editing mirrors the journey building process.
  • Review all edits carefully before saving.
  • To delete an entire journey, please contact your service provider.

Deleting Scheduled Content

Purpose: Remove an item from the journey schedule.

Steps:

  1. Click the item you want to delete
  2. In the Edit Item window, click Delete.
Important: Deletions are permanent. You can re-add to the same date later if needed.

Viewing the Journey Overview

Purpose: Review the summary of a scheduled journey, including metadata and a list of all items.

Steps:

  1. On the main Journey Builder screen, click Overview.
  2. View key information such as:
    • Journey Name
    • Status (e.g. Pending, Sent, Failed, Cancelled)
    • Created At and Last Updated timestamps
    • Created By (user's email)
  3. Below the summary, view the list of scheduled items, including:
    • Item number and type (Course or Simulation)
    • Content Name
    • Scheduled date and time
    • Status (e.g. Pending)

Status Key:

Status

Description

Pending

The item is scheduled and awaiting delivery.

Sent

The item has been delivered to users.

Failed

The item could not be delivered. If encountered, please speak to our support team for further investigation.

Cancelled

The item was manually removed or interrupted before delivery.

Tips:

  • Use the Overview to quickly audit and verify your journey setup.
  • Item statuses help track readiness across your campaign.
  • This view is read-only. Return to the calendar to make changes.

Frequently Asked Questions

Question

Answer

Can I schedule more than one item on the same date?

Yes, multiple items can be scheduled for the same day.

How far into the future can I plan a journey?

Up to 24 months.

Can I rename a journey from a template?

You can rename it before applying. Once applied, the name is fixed.

Best Practices for Campaign Planning

Practice

Description

Diversify content

Mix training modules and phishing simulations for greater engagement.

Avoid clustering

Spread out items across the calendar to avoid user fatigue.

Plan ahead

Schedule journeys around key awareness months or organisational events.

Use templates wisely

Start with templates and tailor them to meet your team's needs.

Review regularly

Periodically revisit and revise journeys to maintain relevance.

Glossary

Term

Definition

Journey

A scheduled series of awareness training items and simulations.

Phishing Simulation

A test email designed to mimic real-world phishing attacks.

Training Module

An educational content piece used to build user awareness.

Tenancy

A unique instance of the SAT platform assigned to your organisation.

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