Notification Templates

Notification Templates are used by the platform to send email messages to users for a variety of purposes. You can create, edit, and delete the templates provided to customize delivery according to your needs and preferences.

Notification Templates Page

You can preview, duplicate, make default, edit, or delete any notification templates at the Company > Company Settings > Notification Templates page.

Template Name	The name of the notification template.
Category	The template category that shows the template is used by which product.
Template Type	The type of notification template will be used by the selected product.
Email Subject	The email's subject information that users see when they receive the email.
Tags	The defined tags for the notification template to find or see much easier in the notification templates page.
Date Created	The date and time that notification template were created.
Created By	The company name who created the notification template.
Available For	It displays how many companies have access to the template.
Actions	The notification template can be edited, previewed, duplicated, made default or deleted.

How to Create a Notification Template

Click on the + NEW button to create a notification template on the notification template page.

The components of the Notification Templates page are explained in the table below.

Template Name	The name of the notification template.
Template Type	The type of notification template will be used by the selected product.
Email Delivery	Select an SMTP or DEC that the notification email that will be sent by.
Tags	Define tags for the notification template to find or see much easier in the notification templates page.
Make Available For	This option is valid only for users with Reseller permissions. Specify the companies or company groups that will have access to the template.
Email Template	Subject: The email subject line that the end user will see From Name: The sender name that the end user will see From Email: The sender email address that the end user will see Email template: The content in the body of the email that the end user will see

How to Customize a Notification Template

Click on the Pen (✎) icon in the Actions menu found on the right-hand side of the template to customize the components.

Click the Save button to save the changes.

How to Delete a Notification Template

To delete a template, simply click on the Trash (🗑) icon in the Actions menu found on the right-hand side of the template.

What is the ‘Make Default’ Option

The make default option helps the platform to understand which notification template will be sent. The platform will always look for the ‘default’ template when it needs to send the template to the user.

Make sure the templates are made as Default by using the Make Default option after clicking the three-dot under the Action column in notification templates.

Notification Template Use Cases

Notification templates are used to send an email to the following types of users for a variety of purposes:

There are two types of users who will receive the notification emails.

• System Admin: The template will be sent to the platform admin.

• Target User: The template will be sent to the target users (employees)

The list of template types and their descriptions.

General Templates	What is it for?	Who will receive it?
Multi-Factor Authentication Activation	Notification that MFA has been enabled for that system admin account	System Admin
Welcome Email	Notification that a new system admin account has been created in the platform	System Admin
Reset Password	Notification that a password has been requested for a system admin account	System Admin
Incident Responder	What is it for?	Who will receive it?
Suspicious Email Analysis Report	Analyse results of a reported email	Target User
Suspicious Email Analysis Report Update	Custom message sent by the admin to the user who reported the email	Target User
Investigation Started	Notification sent to the admin when an investigation has been initiated	Target User
Investigation Finished	Notification sent to the admin when an investigation has been completed	Target User
Investigation Expired	Notification sent to the admin when an investigation has expired	Target User
Threat Sharing	What is it for?	Who will receive it?
Threat Sharing New Post	Notification that a new post has been successfully shared with a community	System Admin
Threat Sharing Community Invitation	Notification of an invitation to join a community	System Admin
Threat Sharing Post Shared	Notification that a member of a community has shared a post	System Admin
Awareness Educator	What is it for?	Who will receive it?
Enrollment	Notification that a target user will receive when a training is assigned.	Target User
Learning Path Enrollment Reminder	Notification that a target user will receive if the learning path training is not completed.	Target User
Learning Path Enrollment	Notification that a target user will receive when a learning path training is assigned.	Target User
Infographic Enrollment	Notification that a target user will receive when a infographic training is assigned.	Target User
Poster Enrollment	Notification that a target user will receive when a poster training is assigned.	Target User
Certificate	Notification that a target user will receive when the training is completed successfully.	Target User
Enrollment Reminder	Notification that a target user will receive if the training is not completed.	Target User
Enrollment after Failed in a Simulation	Training email that a targer user will receive if the user failed in phishing campaign.	Target User

Video Tutorial

Notification Templates are used by the platform to send email messages to users for a variety of purposes. This tutorial will explain how to create, edit, and delete the templates provided to customize delivery according to your needs and preferences.

FAQs

Q: Can I be notified when someone has been enrolled in training due to engaging in a simulation?

A: Yes! You can use the CC feature on the "Enrollment after Failed in a Simulation" template to CC in whichever email address you would like. Please note that if an email is in CC it cannot also appear in To. Therefore, we recommend using an email that does not belong to any target user email.

Q: Can I use the "{ENROLLMENT_NAME}" merge tag in the Subject line of Training Enrollment, Learning Path Enrollment, Poster Enrollment, and Infographic Enrollment notification templates?

A: Yes, you can use the "{ENROLLMENT_NAME}" merge tag, but only for those specific notification templates.