Adding a New Group

Why groups matter

Groups are how PhishGrid knows who to target in each campaign. A well-structured group setup lets you:

Run campaigns on specific teams or departments without selecting users individually
Analyse results by group (Finance vs Engineering, UK vs India, etc.)
Assign training to only the users who need it

Before creating a group, decide what it will be used for. The most useful groups are specific and meaningful — "Finance - London" is more useful than "Group 3".

Steps

1. Go to Targets → All Groups

Click Targets in the left sidebar, then click All Groups.

2. Click "Add new group"

3. Enter a group name

Use a clear, descriptive name. Good examples:

Finance - APAC
IT Admins
New Hires - March 2026
Executive Team
Previously Clicked

4. Select members

A list of your targets will appear. Check the box next to each user you want to add to the group.

Tip: Use the search/filter to find users quickly in large target lists.

5. Click "Submit"

The group is created and ready to use in campaigns.

Group strategies

Strategy	Example groups	Use case
By department	Finance, HR, Engineering	Organisation-wide campaigns
By seniority	Executives, Managers, ICs	Spear-phishing tests
By location	London, Remote, Mumbai	Regional compliance campaigns
By risk history	Previously Clicked, High Risk	Targeted follow-up campaigns
By tech access	IT Admins, VPN Users	Privilege-based simulations

After creating the group

The group is immediately available as a target when launching a campaign
Add or remove members at any time via Targets → All Groups → View
You can assign a group to a campaign and to training courses