Guide: Customising Phishing Templates

Managers have the flexibility to customise existing phishing email templates or create new ones from scratch. The email editor tool provides a user-friendly experience for both tasks, allowing you to craft convincing emails tailored to specific training objectives, add regional customisation, or even design intentionally obvious phishing attempts for introductory campaigns.

Editing a Phishing Template

• Log in to your Admin Dashboard.
• Navigate to the Phishing section.
• Select the Templates tab.
• Locate the template you want to modify.
• Click the ellipsis menu (three dots) and select Duplicate Template to open the email editor.
• Edit the Layout and Content sections as needed.
• Click Save.
• Your customised template will be stored under My Templates.

Creating a New Phishing Template:

• Click the Create a Template button.
• Fill in the required fields: Title, Description, Email Subject, Type, and Topic.
• Click Create Template to open the email editor.
• Edit the Layout and Content sections.
• Click Save.
• Your new template will be stored under My Templates.

Email Editor

The email editor tool provides the freedom to tailor phishing emails to fit your training goals, region, and specific scenarios.

Actions Button

1. Preview Template: View the template
2. Update Code: Switch to a source code view. If you're familiar with HTML, you can use this view to create the template.
3. Update fields: Modify details

• Template title and description: Enter a name for your template in this field. The name you choose will not be visible to your users.
• Email subject: Enter the subject line that your users will see in their inboxes.
• Tags: Select the attachment type you would like to use from the drop-down menu.

Attachment Phish: This means there is a PDF attachment on the template.

Credential Phish: This means that the link in the template will direct the user to a data entry or login landing page that prompts the user for their credentials or other data. 

URL Phish: This means there is a link (a hyperlink) on this phishing template that, if the user clicks on it, they fail the phishing test.

Template Structure

Each template consists of columns and content blocks.

Adding a Column Section

• 'Drag' and 'Drop' a column section into the email template.
• Click the section to access editing tools in the right-hand panel.
• To delete a section, click the Bin icon.

Adding Content

Text Blocks

• 'Drag' and 'Drop' a text block into a section within the email template.
• Enter the text you want to display in your phishing template.
• Click within the text block to open the text editor. The editor provides options for customising your phishing template. You can adjust the alignment, padding, and font to suit your preference.

Placeholders

Placeholders automatically populate the template with specific information. These enhance the persuasiveness of phishing emails.

• Click 'Placeholders'
• Use the dropdown menu to select placeholders.

Links

Ensure your email contains a Hook URL. This system-generated link mimics a phishing attack and redirects learners to remedial training upon clicking.

To insert a Hook URL:

• Highlight the text you want to hyperlink.
• From the Links dropdown, select Hook URL.

Button

Buttons serve as effective tools to attract attention and encourage learners to click on them. Well-designed buttons can enhance the credibility of a phishing email, making it appear more authentic and trustworthy.

To insert a Button:

• 'Drag' and 'Drop' the Button block into the email template.
• Click the Button block to open the button editor.

Images

To add an Image:

• 'Drag' and 'Drop' an Image block into a section within the email template.
• Click on the image block and 'Select Image' to upload your image.
• Click the Image block to open the image editor.

Divider

• 'Drag' and 'Drop' the Divider block into a section within the email template
• Click on the section to open the Divider editor.

Spacer

• 'Drag' and 'Drop' Spacer block into a section within the email template.
• Click on the section to open the spacer editor.

Managing Templates

Template Status

• Draft: The template is a work in progress.
• Modified: An existing template has been customised.
• Published: A completed template ready for deployment.

Publishing a Template

• Click the ellipsis menu (three dots) next to the template.
• Select Publish.

Deleting a Template

• Click the ellipsis menu (three dots) next to the template.
• Select Delete.

Previewing a Template

• Click the ellipsis menu (three dots) next to the template.
• Select Preview.