KnowBe4 Training Campaign Management

Enrollment Statuses

Training Content Types

Auto-Enrollment Triggers

Training can be triggered automatically based on:

Field Reference

Training Campaign Fields

Training Enrollment Fields

Store Purchase Fields

MCP Tools

Common Workflows

Create and Monitor Training Campaign

1. Browse available modules using knowbe4_training_list_modules
2. Select target groups -- choose which user groups need training
3. Set completion deadline -- allow adequate time (2-4 weeks typical)
4. Launch campaign -- schedule or start immediately
5. Monitor enrollment status -- check completion rates weekly
6. Send reminders to users with "not_started" or "in_progress" status
7. Review final completion after deadline

Track Compliance Status

1. List active campaigns with knowbe4_training_list_campaigns
2. Get enrollments for each campaign
3. Filter by status to find incomplete/past_due enrollments
4. Identify non-compliant users -- group by department or manager
5. Escalate users who are past due on required training

Post-Phishing Remediation Training

1. Identify failed users from phishing campaign results
2. Find appropriate remedial module matching the phishing scenario
3. Create targeted campaign for failed users only
4. Set short deadline (1 week for remediation)
5. Track completion and re-test with follow-up phishing simulation

Quarterly Security Awareness Review

1. Pull all completed campaigns for the quarter
2. Calculate overall completion rate across all campaigns
3. Identify departments with lowest completion rates
4. Review training content -- are modules current and relevant?
5. Plan next quarter based on gaps identified

New Hire Onboarding

1. Create onboarding training campaign with essential modules
2. Enable auto-enrollment for the "New Hires" group
3. Set relative deadline (e.g., 14 days from enrollment)
4. Include baseline phishing test after training completion
5. Move to regular groups after onboarding completion

Error Handling

Common API Errors

Data Considerations

Best Practices

1. Set realistic deadlines -- Allow 2-4 weeks for standard training, 1 week for remediation
2. Send reminders -- Notify at 50% and 75% of deadline elapsed
3. Keep content fresh -- Rotate training modules quarterly
4. Match training to threats -- Use phishing failure data to select relevant modules
5. Track completion trends -- Completion rates should improve over time
6. Segment by audience -- Executives, IT, finance, and general staff need different content
7. Combine with phishing -- Always follow training with a phishing simulation to validate
8. Use gamification -- Games and competitions increase engagement
9. Report to stakeholders -- Share completion rates with department managers
10. Automate remediation -- Auto-enroll phishing test failures in relevant training

Related Skills

• KnowBe4 Phishing - Phishing simulation campaigns
• KnowBe4 Users - User management and groups
• KnowBe4 Reporting - Training completion metrics
• KnowBe4 API Patterns - Authentication, pagination, and rate limits