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Email Templates

Email Templates Guide

In this article, we explain the process of creating Email Templates. These templates can be used as part of various phishing campaigns aiming to evaluate the potential risk within an organisation.
1. To view the existing System Templates, click on the indicated option:
You should get the following output:
2. To view more than 10 entries in a single page, just click on the drop-down list:
3. You can filter the templates, based on the category:
4. To view a template, click on its eye button. It will open the template in a new tab on the browser.
This is essentially how the targets will view these templates via email:
5. To copy a template, click on the button shown below:
You should get the following output:
6. You can change the Email Template Name to one of your likes.
7. Additionally, you can set a different category for that template.
8. Click on NEXT STEP to proceed to the Template phase:
9. On the new prompt, you can edit the template as you wish. For example, you could change the Email Subject:
10. If you want to return to the General Information phase, there is a PREVIOUS button found at the bottom of the page.
Please note that in doing so, the Email Subject will be erased, and you will have to enter it again.
11. We can also view a Preview of the template on the right-hand side.
The rest of the details will be explained in the following steps, where we will be creating a new email template (since the process is the same).
12. To create a new Email Template, click on the New Template button.
You should get the following output:
13. Enter the details required and move to the Template phase in order to edit.
14. You can start by typing something in the text box:
Moreover, you can edit your page with some options provided on the menu above.
15. The first three options are standard text formatting options: B for bold, i for Italic and U for underline.
16. When pressing the A button, more text options appear regarding formatting.
17. The next three options, are alignment related. Left, centre and right respectively:
18. The next symbol (also shown below), provides more paragraph options.
19. Click on the “image” button to upload an image:
20. You can insert an image either from a file location or by URL:
21. The “plus” option of the menu, provides a diversity of things to your text, such as video, table, etc.
22. Some other options exist on the right side of the menu. The first one that looks like your usual settings symbol, provides a range of variables. These variables help in retrieving and applying real time data during the campaign, to make the page look credible.
23. For example, for a recipient called John Doe, the variable named {{.FirstName}} will retrieve the word John, so whenever the campaign is sent, it will use that user’s first name to make it believable:
24. The next option with the two arrows (< >) provides a code view of our page where you can add or edit the html code as you wish:
25. From the last button, you may redo or undo any of your actions on the page:
26. Enter the details you would like and select the Create Template button to create that template.
27. A confirmation prompt should then pop up. Click OK to finalise.
28. Let’s do an example:
29. As we can see, the new email template has been created!
30. You can edit an existing email template. To do that, click on the pencil symbol:
31. Click on Go Back to return to the default page:
32. Finally, to delete a page you have created, just click on the trash can button:
33. You should receive a message, essentially asking you to confirm your action. Click Delete or Cancel accordingly.
34. If you’ve selected Delete, you will then be prompted with a confirmation. Click OK to resume.
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