Managers' Guide: Customising Phishing Email Templates

Managers can edit existing phishing templates or build new ones from scratch using the built-in drag-and-drop email editor. This allows you to:

  • Localise content for different languages
  • Tailor messages for specific training goals
  • Create or edit templates for specific groups or learners.

 Editing a Template


  1. From your Dashboard, go to the Phishing section > select Templates.
  2. Find the template you want to update.
  3. Click the ellipsis menu (three dots) >Duplicate Template to open it in the Email Editor.
  4. Click the Actions button > Update Fields > Save
  5. Customise layout and content:
  • Drag and drop Column sections into the template.
  • Add Content blocks( Text, Button, Image, Spacer, Divider).
  1. Click Save.
  2. Go to your My Templates, find your version and Publish it.

*Only published templates can be used in phishing campaigns.

Creating a New Template


  1. Sign In to your Admin Dashboard.
  2. Go to the Phishing section > select Templates tab.
  3. Click Create a Template
  4. Select the Phishing Template Language
  5. Complete Fields: Title, description, email subject
  6. Click Create Template to open the Email Editor.
  7. Drag Column sections to get started.
  8. Drag Content blocks (Text, Button, Image, Spacer, Divider).
  9. Click Save.
  10. Go to your My Templates and Publish it.

Understanding Template Status


Template Status

  • Draft: Work in progress.
  • Modified: Customised from an existing template.
  • Published: Ready for use in campaigns.

Note MSP Partners: Published templates appear in all customer template libraries.

Using the Email Editor


The drag-and-drop editor is designed to help you create realistic or obvious phishing emails, tailored to your organisation’s needs.


Actions Button to Update Template Fields


Update Fields: Edit language, title, description, email subject, and tags.

Tags: Identify the type of phish:

  • Attachment Phish (PDF attached)
  • Credential Phish (login page)
  • URL Phish (clickable link)

Template Sections

Each email is made up of Column sections and Content blocks. You can customise the layout and design by


  • Drag Column Sections into the template.
  • Add Content Blocks (Text, Button, Image, Spacer, Divider).

Using Placeholders


  • Placeholders auto-fill user data (e.g., Learner's first name).
  • Click Placeholders, then select from the dropdown.

Inserting Links


  • Highlight the text you want to hyperlink.
  • Choose Hook URL from the Links dropdown. 

NOTE: Managers can’t use custom URLs - the system provides a secure, trackable Hook URL.

Adding Buttons


  • Drag a Button block.
  • Add clickable call-to-actions with editable text and styling

Adding Images


  • Drag an Image block.
  • Click on the image > Select Image to upload.
  • Click the Image block to open the image editor.

Divider & Spacer


  • Drag the Divider block to visually separate sections.
  • Drag in the Spacer block to adjust vertical spacing.


If you get stuck, contact our support team via the chatbot - we’re happy to help!

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