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Help Center / Setup & Configuration

Video Training Setup Guide

Learn how to assign short, impactful cybersecurity awareness videos to your users and track their progress.

What is Video Training?

Tartan App's Video Training feature allows Admins to assign short, impactful cybersecurity awareness videos to their users. By combining these training modules with phishing simulations, you can effectively bridge the gap between identifying a threat and educating your team on how to avoid it.

Getting Started: Access and Licensing

The Video Training feature is an add-on for your organization's dashboard. If your account is not yet licensed for Video Training, clicking the Training Campaign tab in the left navigation will display a landing page highlighting the benefits of the feature, along with a call-to-action to contact our sales team for an upgrade.

Configuration: DMI and Whitelisting

To ensure your training emails are delivered reliably, you must configure your sending environment.

DMI (Recommended)

If you have already configured Direct Message Injection (DMI) for phishing simulations, the system will automatically detect this and allow you to proceed to campaigns immediately.

Whitelisting

Alternatively you can whitelist the Tartan App training domain: tartan-training.app

Note

If you decide to switch from Whitelisting to DMI later, the system will update automatically. We recommend a quick review of your UI settings during this transition to ensure both phishing and training domains are covered.

Managing Training Campaigns

Navigate to the Training Campaign tab to view your training library. Videos are organized into three categories to help you target the right audience: Employees, Students, and Everyone.

The Training Table

Each row provides a snapshot of the video's status:

  • Video Name & Length: Duration of the module (typically under 2 minutes)
  • Status: Active, Completed, Stopped, or Not Started
  • Timeline: Start date and the set deadline
  • Recipients: The number of recipients currently assigned to that video campaign

Launching a Campaign

  1. Preview

    You can preview the video in a popup before sending it to ensure the content meets your current needs.

  2. Select a Video

    Click the Set up and Send button for the video you wish to send.

  3. Select Recipients

    Use filters to select users by Name, Email, Job Title, School, Department, or Failure Count (this allows you to target users who have frequently clicked links in phishing simulations).

  4. Set Dates

    Choose a Send Date and a Deadline.

    Reminders: Tartan App sends the initial invite on your start date. Automated reminders are then sent every 7 days until the user completes the training or the deadline is reached.

  5. Stop a Campaign

    If you need to halt a live training, click the Stop Campaign button. This instantly updates the status to "Stopped" across your dashboard and reports.

The Recipient Experience

Recipients receive a clear, automated email from Tartan App inviting them to complete their training.

The Training Page

Clicking the link takes the user to a secure landing page with a video player.

Mobile vs. Desktop

Our player is responsive. Mobile users will automatically see a portrait version (vertical), while desktop users will see the landscape version.

Accessibility

All videos include captions and full keyboard controls (play, pause, full-screen) to remain accessibility compliant.

Reporting and Analytics

Track progress through the Reports section, which features a dedicated Training Dashboard.

High-Level Metrics

Training Completion Rate

Total completions divided by total invites sent across all campaigns

Total Completions

The number of users who have watched their assigned videos

Total Invites Sent

The total number of unique training invites delivered

Detailed Logs

For every specific campaign, you can view a detailed log that includes:

  • Per-User Tracking: See individual completion status for every recipient
  • Filtering: Narrow down reports by Department, School, Job Title, or Completion Status

Need Help?

If you encounter issues or need assistance with Video Training:

  • Contact our support team at [email protected]
  • Include details about your campaign setup or specific issues you're experiencing
  • Our team can help with recipient targeting, delivery configuration, and reporting questions

Pro Tip

Target users with high phishing simulation failure counts for focused training. This helps reinforce learning for those who need it most and improves your overall security posture.

Ready to upgrade to Video Training?

Contact Sales