Skip to main content
A template is a campaign set-up you saved: the attacker, the script, the number and the schedule. It never holds the people or the authorisation. Start from it, add people, authorise, and launch.
Templates are listed for the person who saved them. A colleague does not see your templates.

​
Before you start

  • A campaign whose set-up you want to keep. Any status will do.

​
Save a template

1

Open the campaign

Open Red Team, Campaigns, then the campaign.
2

Save it

In the header, click Save as template. The message reads: “Saved as a template. Start a new campaign from it under Templates.” The template takes the campaign’s name.

​
What a template keeps

​
Start from a template

1

Choose From a template

Open Red Team, Campaigns, New Campaign. Under Step 1 · Choose how to run it, click From a template. A list titled Your templates opens, each with its kind (Single call, Multi-call sequence or Autonomous) and the date it was saved.
2

Use it

Click Use this template next to one. The wizard opens with everything filled in except the people and the authorisation.
3

Add people, authorise, launch

Tick the people under Who is called, check the date under From where and when, record the authorisation and click Launch. See Authorise and launch.

​
Manage templates

On the Campaigns page, the Templates section lists your templates with Use and a Delete template icon. Manage templates in the wizard takes you there. Deleting a template does not touch any campaign made from it. The yearly plan page also starts a campaign from a template, with Schedule the next test.

​
Problems

Open a campaign and click Save as template. The template then appears here.
Templates are per person. Ask them to open the campaign made from it; you can save your own template from that campaign.
The template was saved from a campaign with no attacker. Pick one under Who calls, then launch.