# 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.

<table><thead><tr><th width="169"></th><th width="579.1428571428571"></th></tr></thead><tbody><tr><td>Template Name</td><td>The name of the notification template.</td></tr><tr><td>Category</td><td>The template category that shows the template is used by which product.</td></tr><tr><td>Template Type</td><td>The type of notification template will be used by the selected product.</td></tr><tr><td>Email Subject</td><td>The email's subject information that users see when they receive the email.</td></tr><tr><td>Tags</td><td>The defined tags for the notification template to find or see much easier in the notification templates page.</td></tr><tr><td>Date Created</td><td>The date and time that notification template were created.</td></tr><tr><td>Created By</td><td>The company name who created the notification template.</td></tr><tr><td>Available For</td><td>It displays how many companies have access to the template.</td></tr><tr><td>Actions</td><td>The notification template can be edited, previewed, duplicated, made default or deleted.</td></tr></tbody></table>

## **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.

<table data-header-hidden><thead><tr><th width="150"></th><th width="581.1428571428571"></th></tr></thead><tbody><tr><td>Template Name</td><td>The name of the notification template.</td></tr><tr><td>Template Type</td><td>The type of notification template will be used by the selected product.</td></tr><tr><td>Email Delivery</td><td>Select an <a href="smtp-settings">SMTP</a> or <a href="direct-email-creation">DEC</a> that the notification email that will be sent by.</td></tr><tr><td>Tags</td><td>Define tags for the notification template to find or see much easier in the notification templates page.</td></tr><tr><td>Make Available For</td><td>This option is valid only for users with Reseller permissions. Specify the companies or company groups that will have access to the template.</td></tr><tr><td>Email Template</td><td><strong>Subject:</strong> The email subject line that the end user will see<br><br><strong>From Name:</strong> The sender name that the end user will see<br><br><strong>From Email:</strong> The sender email address that the end user will see<br><br><strong>Email template:</strong> The content in the body of the email that the end user will see</td></tr></tbody></table>

## **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 component&#x73;**.**

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.

<table data-header-hidden><thead><tr><th width="213.66666666666666"></th><th></th><th></th></tr></thead><tbody><tr><td><strong>General Templates</strong></td><td><strong>What is it for?</strong></td><td><strong>Who will receive it?</strong></td></tr><tr><td>Multi-Factor Authentication Activation</td><td>Notification that MFA has been enabled for that system admin account</td><td>System Admin</td></tr><tr><td>Welcome Email</td><td>Notification that a new system admin account has been created in the platform</td><td>System Admin</td></tr><tr><td>Reset Password</td><td>Notification that a password has been requested for a system admin account</td><td>System Admin</td></tr><tr><td><strong>Incident Responder</strong></td><td><strong>What is it for?</strong></td><td><strong>Who will receive it?</strong></td></tr><tr><td>Suspicious Email Analysis Report</td><td>Analyse results of a reported email</td><td>Target User</td></tr><tr><td>Suspicious Email Analysis Report Update</td><td>Custom message sent by the admin to the user who reported the email</td><td>Target User</td></tr><tr><td>Investigation Started</td><td>Notification sent to the admin when an investigation has been initiated</td><td>Target User</td></tr><tr><td>Investigation Finished</td><td>Notification sent to the admin when an investigation has been completed</td><td>Target User</td></tr><tr><td>Investigation Expired</td><td>Notification sent to the admin when an investigation has expired</td><td>Target User</td></tr><tr><td><strong>Threat Sharing</strong></td><td><strong>What is it for?</strong></td><td><strong>Who will receive it?</strong></td></tr><tr><td>Threat Sharing New Post</td><td>Notification that a new post has been successfully shared with a community</td><td>System Admin</td></tr><tr><td>Threat Sharing Community Invitation</td><td>Notification of an invitation to join a community</td><td>System Admin</td></tr><tr><td>Threat Sharing Post Shared</td><td>Notification that a member of a community has shared a post</td><td>System Admin</td></tr><tr><td><strong>Awareness Educator</strong></td><td><strong>What is it for?</strong></td><td><strong>Who will receive it?</strong></td></tr><tr><td>Enrollment</td><td>Notification that a target user will receive when a training is assigned.</td><td>Target User</td></tr><tr><td>Learning Path Enrollment Reminder</td><td>Notification that a target user will receive if the learning path training is not completed.</td><td>Target User</td></tr><tr><td>Learning Path Enrollment</td><td>Notification that a target user will receive when a learning path training is assigned.</td><td>Target User</td></tr><tr><td>Infographic Enrollment</td><td>Notification that a target user will receive when a infographic training is assigned.</td><td>Target User</td></tr><tr><td>Poster Enrollment</td><td>Notification that a target user will receive when a poster training is assigned.</td><td>Target User</td></tr><tr><td>Certificate</td><td>Notification that a target user will receive when the training is completed successfully.</td><td>Target User</td></tr><tr><td>Enrollment Reminder</td><td>Notification that a target user will receive if the training is not completed.</td><td>Target User</td></tr><tr><td>Enrollment after Failed in a Simulation</td><td>Training email that a targer user will receive if the user failed in phishing campaign.</td><td>Target User</td></tr></tbody></table>

## 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.

{% embed url="<https://youtu.be/Gx7e0inX--E>" %}

## 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.


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