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.

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. 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.

    • 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.

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.

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.

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