KnowBe4 Training

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

Status	Description	Business Meaning
Not Started	User enrolled but has not begun	Needs reminder
In Progress	User has started but not completed	Actively working
Completed	User finished all required content	Compliant
Past Due	Deadline passed without completion	Non-compliant

Training Content Types

Type	Description	Typical Duration
Training Module	Interactive course with slides and quizzes	15-45 minutes
Video	Pre-recorded security awareness video	5-15 minutes
Game	Gamified security training	10-20 minutes
Assessment	Knowledge check quiz	5-10 minutes
Policy	Policy document requiring acknowledgment	2-5 minutes
Newsletter	Security awareness newsletter	3-5 minutes
Poster	Downloadable awareness poster	N/A

Auto-Enrollment Triggers

Training can be triggered automatically based on:

Trigger	Description
Phishing Failure	User clicked/failed a phishing test
New Hire	User added to the system
Group Membership	User added to a specific group
Scheduled	Recurring enrollment (monthly, quarterly, annually)
Manager Request	Manual enrollment by manager/admin

Field Reference

Training Campaign Fields

Field	Type	Description
campaign_id	int	Unique campaign identifier
name	string	Campaign name
status	string	Current status
content	array	List of training modules/content assigned
groups	array	Target groups
duration_type	string	How long users have to complete
start_date	datetime	When enrollment begins
end_date	datetime	Completion deadline
relative_duration	string	Days from enrollment to complete
auto_enroll	boolean	Whether new group members are auto-enrolled
allow_multiple_enrollments	boolean	Can users retake the training
completion_percentage	float	Percentage of enrollees who completed

Training Enrollment Fields

Field	Type	Description
enrollment_id	int	Unique enrollment identifier
content_type	string	Type of content assigned
module_name	string	Name of the training module
user	object	Enrolled user details
campaign_id	int	Parent campaign
enrollment_date	datetime	When user was enrolled
start_date	datetime	When user began training
completion_date	datetime	When user completed training
status	string	not_started, in_progress, completed, past_due
time_spent	int	Seconds spent on training
current_module	string	Module user is currently on
policy_acknowledged	boolean	Whether policy was acknowledged

Store Purchase Fields

Field	Type	Description
store_purchase_id	int	Unique purchase identifier
content_id	int	Purchased content item
content_type	string	Type of content
content_name	string	Name of content item
purchase_date	datetime	When purchased
expiration_date	datetime	License expiration

MCP Tools

Tool	Description	Key Parameters
knowbe4_training_list_campaigns	List training campaigns	status, page, per_page
knowbe4_training_get_campaign	Get campaign details	campaign_id
knowbe4_training_list_enrollments	List enrollments for a campaign	campaign_id, status, page
knowbe4_training_get_enrollment	Get enrollment details	enrollment_id
knowbe4_training_list_modules	List available training modules	type, page, per_page
knowbe4_training_get_module	Get module details	module_id
knowbe4_training_list_store_purchases	List store purchases	page, per_page
knowbe4_training_get_store_purchase	Get purchase details	store_purchase_id

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

Code	Message	Resolution
400	Invalid campaign configuration	Verify content IDs and group IDs exist
401	Invalid API token	Verify KNOWBE4_API_KEY
403	Insufficient permissions	API token needs Training permissions
404	Campaign not found	Verify campaign_id exists
404	Enrollment not found	Verify enrollment_id exists
429	Rate limit exceeded	Implement backoff (see api-patterns)

Data Considerations

Issue	Cause	Resolution
Zero completion rate	Campaign just started	Allow time for users to complete
User not enrolled	Not in target group	Check group membership
Completion not recording	Module requires assessment pass	User may need to retake quiz
Past due but completed	Completed after deadline	Marked past_due at deadline, then completed
Duplicate enrollments	Multiple campaigns with same content	Check allow_multiple_enrollments

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