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.

SMTP

Select an SMTP that the notification email that will be sent.

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.

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