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Set Up a Phishing Simulation

Last updated on Mar 19, 2026

Overview

Phishing simulations help you safely test how your staff respond to real-world email threats.
You’ll see who clicks, who reports, and where your team may need more awareness — so you can strengthen your human firewall.


Before You Start

Make sure the following is ready:

  • Your staff list is populated via Microsoft 365 or Google Workspace

  • Staff added via CSV or manual entry will not appear in phishing simulations

  • You have admin access to grant email permissions


Steps

1. Go to Phishing Simulator

  • Navigate to Training → Phishing Simulator

2. Grant Email Permissions (Required First Step)

To run simulations, StrongKeep needs permission to send simulated emails.

  • Click to grant consent for direct mail injection

  • This must be done by an M365 or Google Workspace admin

  • Follow the on-screen instructions for your provider

This step ensures emails are delivered realistically — just like real phishing attempts.


3. Choose a Template

  • Browse available templates

Each template uses a different phishing tactic to train your staff.

Choose one that fits the scenario you want to test.


4. Configure Campaign Details

Fill in the key details:

  • Sender’s Name and Email

    • You can simulate a colleague (e.g. leadership)

    • Slight variations or misspellings make it more realistic

  • End Date

    • Defines when the simulation ends and results are finalized
  • Target Staff Group

    • Select users synced from Microsoft 365 or Google Workspace


5. Review and Preview

Before launching, you’ll see a full preview:

  • The phishing email

  • The landing page staff will see if they click

  • The post-simulation education page

  • The final summary email sent to staff

You can also:

  • Send a test email to yourself

  • Check that everything looks realistic and aligned


6. Launch the Campaign

  • Click Start Phishing Campaign when ready

StrongKeep will handle delivery and tracking automatically.


After Launch

You can track results in real time:

  • Who opened the email

  • Who clicked the link

  • Who ignored or handled it correctly

Once the campaign ends:

  • A final summary is generated

  • You can download reports for individual campaigns or overall performance


Tips & Troubleshooting

  • Staff not showing up?
    → Make sure they were added via Microsoft 365 or Google Workspace sync

  • Can’t proceed with setup?
    → Ensure admin consent for email injection is completed

  • Want a realistic simulation?
    → Use familiar names and slightly altered emails — this mimics real attacks