KnowBe4 Training Campaign Management

Overview

KnowBe4 training campaigns deliver security awareness content to users through structured enrollment workflows. Training can be assigned manually, triggered automatically after phishing test failures, or scheduled on a recurring basis. Each campaign tracks enrollment status, completion rates, and compliance deadlines. The training content library includes interactive modules, videos, games, assessments, and policy documents.

Key Concepts

Training Campaign Lifecycle

CREATED ──> SCHEDULED ──> ACTIVE ──> CLOSED
                │                       │
                └──── CANCELLED         └──> ARCHIVED

• Created: Campaign configured with content and target groups
• Scheduled: Queued to begin enrollment at a future date
• Active: Users enrolled and training in progress
• Closed: Campaign deadline passed, final completion recorded
• Cancelled: Campaign aborted
• Archived: Closed campaign moved to archive

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