Notification Templates

Notification Templates are pre-configured Email, DEC and Microsoft Teams types of templates that the platform uses to communicate with users (employees, system admins) across a range of scenarios — from training enrollments and reminders to security alerts and investigation updates. Admins can create, edit, duplicate, and delete notification templates, configure delivery via SMTP or Direct Email Creation, and localize content so each recipient receives notifications in their preferred language.

Notification Templates Page

The Notification Templates page, accessible at Company > Company Settings > Notification Templates, lists all templates configured for your organization. From here, you can preview, duplicate, set as default, edit, or delete any template.

Template Name	The name assigned to the notification template.
Category	The product category the template belongs to, indicating which platform module uses it.
Template Type	The type of notification the template delivers within the selected product.
Subject	The subject line of the notification email as it appears to recipients.
Languages	The language variants configured for the template. Admins can add multiple languages using the localization feature so the email is delivered in each recipient's preferred language.
Tags	Custom labels assigned to the template for easier filtering and discovery on the Notification Templates page.
Date Created	The date and time the template was created.
Created By	The name of the company that created the template.
Available For	The number of companies with access to this template.
Actions	Options available for the template: edit, preview, duplicate, set as default, or delete.

How to Create a Notification Template

Notification templates can be created from scratch using the + NEW button on the Notification Templates page. Each template requires a name, type, delivery method, and email content — the fields are described in the table below.

Template Name	The name assigned to the notification template.
Template Type	The type of notification the template delivers within the selected product, either Email or Microsoft Teams can be selected.
Email Delivery	The SMTP or DEC configuration through which the notification email will be sent.
Tags	Custom labels assigned to the template for easier filtering and discovery on 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 subject line the recipient sees in their inbox. From Name: The sender name displayed to the recipient. From Email: The sender email address displayed to the recipient. Email Template: The body content of the notification email.

How to Customize a Notification Template

Click the Edit (✎) icon in the Actions column of the target template. Make the required changes and click Save.

How to Delete a Notification Template

Click the Delete (🗑) icon in the Actions column of the target template to permanently remove it.

What is the ‘Make Default’ Option

The Make Default option designates which template the platform will use when sending a particular notification type. The platform always selects the template marked as Default for each notification type. To set a template as default, click the three-dot menu under the Actions column and select Make Default.

How to Localize a Notification Template

The Localize feature allows admins to create language-specific versions of a notification template. When a target user has a Preferred Language configured in their profile, the platform automatically delivers the notification email in that language. Users without a Preferred Language, or whose language does not match any localized template, receive the email in the company's default language.

Prerequisite: Target users must have a Preferred Language set in their profile for this feature to work. To learn how to configure this, see Adding Target Users.

For the full step-by-step localization guide — including which templates to localize, how to set them as default, and how to test the feature — see How to Localize Training Notification Templates.

Notification Template Use Cases

Notification templates deliver emails to the following user types across various platform scenarios.

There are two types of recipients for notification emails:

• System Admin: The template is sent to the platform administrator.

• Target User: The template is 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	Notifies the admin that MFA has been enabled for their account.	System Admin
Welcome Email	Notifies the admin that a new account has been created on the platform.	System Admin
Reset Password	Notifies the admin that a password reset has been requested for their account.	System Admin
Security Growth Login	Sends the target user a one-time sign-in link to access the Security Growth Employee Dashboard, where they can view their training enrollments, points, rank, badges, phishing results, and certificates.	Target User
Incident Responder	What is it for?	Who will receive it?
Suspicious Email Analysis Report	Delivers the analysis results of a reported email to the user who submitted it.	Target User
Suspicious Email Analysis Report Update	Delivers a custom message from the admin to the user who reported the email.	Target User
Investigation Started	Notifies the admin that an investigation has been initiated.	System Admin
Investigation Finished	Notifies the admin that an investigation has been completed.	System Admin
Investigation Expired	Notifies the admin that an investigation has expired.	System Admin
Threat Sharing	What is it for?	Who will receive it?
Threat Sharing New Post	Confirms that a new post has been successfully shared with a community.	System Admin
Threat Sharing Community Invitation	Notifies the admin of an invitation to join a community.	System Admin
Threat Sharing Post Shared	Notifies the admin that a community member has shared a post.	System Admin
Awareness Educator	What is it for?	Who will receive it?
Enrollment	Notifies the target user that a training has been assigned to them.	Target User
Learning Path Enrollment Reminder	Notifies the target user that a learning path training has been assigned to them.	Target User
Learning Path Enrollment	Notifies the target user that an assigned learning path training has not been completed.	Target User
Infographic Enrollment	Notifies the target user that an infographic training has been assigned to them.	Target User
Poster Enrollment	Notifies the target user that a poster training has been assigned to them.	Target User
Certificate	Notifies the target user that a training has been completed successfully.	Target User
Enrollment Reminder	Notifies the target user that an assigned training has not been completed.	Target User
Enrollment after Failed in a Simulation	Notifies the target user that a training has been assigned following a failed phishing simulation.	Target User
Teams Survey Enrollment	Notifies the target user via Microsoft Teams that a survey has been assigned to them.	Target User
Teams Infographic Enrollment	Notifies the target user via Microsoft Teams that an infographic training has been assigned to them.	Target User
Teams Poster Enrollment	Notifies the target user via Microsoft Teams that a poster training has been assigned to them.	Target User
Teams Learning Path Enrollment	Notifies the target user via Microsoft Teams that a learning path training has been assigned to them.	Target User
Teams Enrollment Notification	Notifies the target user via Microsoft Teams that a training has been assigned to them.	Target User

Video Tutorial

This tutorial demonstrates how to list, create, edit, and delete notification templates on the platform.

FAQs

Q: Can I be notified when a user is enrolled in training after failing a simulation?

A: Yes. Use the CC field on the Enrollment after Failed in a Simulation template to add the email address you want to notify. Note that an email address in CC cannot also appear in the To field — use an address that does not belong to any target user.

Q: Can I use the {ENROLLMENT_NAME} merge tag in the Subject line of enrollment templates?

A: Yes. The {ENROLLMENT_NAME} merge tag is supported in the Subject line of the following templates: Training Enrollment, Learning Path Enrollment, Poster Enrollment, and Infographic Enrollment.