Email Templates

The Phishing Simulator > Phishing Scenarios > Email Templates page provides you with system default phishing email templates. You can use them as they are or customize them as needed for your phishing campaign.

The components of the Email Templates page are explained below.

Template name	Name of the email template
Method	The phishing technique employed. Data Submit = Used to detect target users who submit data on the landing page Attachment = Used to detect target users who download the attachment in the phishing simulation email Click-Only = Used to detect target users who click unknown links in the phishing email
Tags	Tags can be added to the email template to enable viewing using related tag lists.
Difficulty	The level of difficulty to recognize a phishing attempt (Easy, Medium, Hard). Please click here to see how the difficulty level is determined.
Created By	System: Standard phishing email templates are provided with the product. Custom: Phishing email created or customized by users
Date Created	The date and time the email template was created

Email Template Actions

This section explains how to edit, preview, clone, or delete an e-mail template.

How to Edit an Email Template

Click on the three dots '⋮' button in the Actions option on the far right of the relevant page, and then click the Edit button.

How to Preview an Email Template

Click on the three dots '⋮' button in the Actions option on the far right of the relevant page, and then click the Preview button.

How to Clone an Email Template

Click on the three dots '⋮' button in the Actions option on the far right of the relevant page, and then click the Duplicate button.

How to Delete an Email Template

Click on the three dots '⋮' button in the Actions option on the far right of the relevant page, and then click the Delete button.

How to Add a new Email Template

Follow the steps below to create a new email template for use in a new or existing phishing campaign:

1. Click the +New button in the upper right corner of the Phishing Simulator > Phishing Scenarios > Email Templates page.

2. Complete the required fields on the first page, then click Next.

3. Complete the sections below on the Email Settings page:

   1. Subject: Subject line of the phishing email

   2. From Name: Sender name that will be visible to the target recipient

   3. From Email Address: Sender email address information that will be visible to the target recipient

   4. CC: Add a CC email address to your phishing simulation email.

   5. Attach file: If desired, you can attach a file to the phishing email

4. Click Edit to make any changes or Save to complete the process.

How to Add a new Email Template with AI

Follow the steps below to effortlessly create custom email templates with the help of AI Ally. Once your template is ready, it can be used in a new or existing phishing campaign:

• Click the +New button in the upper right corner of the Phishing Simulator > Phishing Scenarios > Email Templates page.

• Complete the required fields on the first page, then click Next.

• Click on Use AI Ally and describe the scenario and key details for the email template you want to generate.

  • Once described, select the Language in which the email template will be created.

  • If you prefer a plain text email template, do not select the Enable styled HTML format option. For an HTML-formatted email template, you may choose this option.

• After providing the scenario details, click the Generate Email Template button to create your template.

• Once the template is generated, complete the following sections on the Email Settings page:

  • Subject: AI Ally will write a subject for your email template; you may customize it.

  • From Name: Specify the sender's name that will be visible to the recipient.

  • From Email Address: Provide the sender's email address that will be visible to the recipient.

  • CC: Add a CC email address to your phishing simulation email.

  • Attach File: If desired, you can attach a file to the phishing email. This option is only available if the email template method type is set to Attachment.

• Click Edit to make any changes, or Save to finalize the email template creation process.

Here are some helpful ready-to-use AI prompts for creating email templates.

Template Name	Command Prompt
IT Policy Update Request	Make a template that looks like it is coming from our organization’s IT department, notifying the user about a critical policy update that requires their immediate review. The email should contain a link to a document that they need to acknowledge by the end of the day to remain compliant. Make the tone serious, emphasizing the importance of adhering to the new policy.
Finance Department Alert	Create a template that appears to be from our Finance Department, asking the user to verify a payment that is scheduled for today. Include a link that directs them to a secure page to review the details. The tone should be urgent and professional, with an emphasis on preventing unauthorized transactions.
HR Benefits Update	Make a template that looks like it is coming from our HR department, informing the user about changes to their benefits package. They are asked to log in to the benefits portal via a provided link to review and accept the new terms. The tone should be informative yet urgent, stressing the need to complete this before the end of the week.
CEO Urgent Assistance Request	Create a template that appears to come from our CEO, requesting the user’s urgent help in reviewing a confidential document. The CEO should mention that they are relying on the user’s expertise and that a quick response is needed due to a tight deadline. The tone should be friendly but emphasize the urgency of the task.
Suspicious Login Alert	Make a template that looks like it is coming from the organization’s security team, warning the user about a suspicious login attempt on their account. The email should urge them to click a link to verify their identity and secure their account. The tone should be urgent, with a focus on protecting the user’s account from unauthorized access.
Coworker Sharing a Resource	Create a template that looks like it’s coming from a coworker, sharing a useful resource or guide related to the user’s recent project. The email should include a link that appears to be to a legitimate document-sharing service. The tone should be casual and collaborative, encouraging the user to check it out.
Payroll Adjustment Notification	Make a template that seems to be from the Payroll Department, informing the user of a recent adjustment to their paycheck due to an error. Include a link where they can view the updated payment details. The tone should be apologetic for the error but emphasize the need for the user to verify the correction.
Company Event Registration	Create a template that looks like it’s from the company’s event planning team, inviting the user to register for an upcoming company-wide event. The email should include a link to a registration page and stress that space is limited, so they should register as soon as possible. The tone should be enthusiastic and encouraging.
Account Deactivation Notice	Make a template that looks like it’s from the user’s account management system, warning them that their account will be deactivated if they do not confirm their details by clicking a provided link. The tone should be formal and emphasize the importance of maintaining active status.
Software Update Required	Create a template that looks like it’s from the IT department, informing the user that a critical software update is required to maintain system security. The email should include a link to start the update process and make the tone urgent, with a focus on preventing potential security vulnerabilities.

Utilizing Merge Tags in Email Templates

Here's a list of merge tags to help you make your email template more personal. Adding these tags can make your phishing campaign more tailored to the recipient.

Merge Tag	Description
Full Name	Inserts the target user's first and last name.
First Name	Inserts the target user's first name.
Last Name	Inserts the target user's last name.
Phishing URL	Inserts a phishing simulation URL for the recipient to click and view the landing page.
Email	Inserts the target user's email address.
From Name	Inserts the sender's name from the associated email template for this landing page scenario.
From Email	Inserts the sender's email address from the associated email template for this landing page scenario.
Subject	Inserts the subject line from the associated email template for this landing page scenario.
Company Logo	Displays your organization's logo, sourced from the Whitelabeling page.
Company Name	Displays your organization's name, sourced from the company profile.
Date Sent	Inserts the date when the campaign is launched.
Current Date	Inserts the current date when the campaign is launched.
Current Date Plus 10 Days	Inserts a date that is 10 days after the campaign's launch date.
Current Date Minus 10 Days	Inserts a date that is 10 days before the campaign's launch date.
Random Number One Digit	Generates and inserts a random one-digit number.
Random Number Two Digit	Generates and inserts a random two-digit number.
Random Number Three Digit	Generates and inserts a random three-digit number.

Video Tutorial

The Email Templates page provides you with system-default phishing email templates. You can use them as they are or customize them as needed for your phishing campaign.