Email Template : Edit, Clone, Disable and Delete Phishing Templates

Joane Bonghanoy
Updated

We have various options to assist with managing email templates in the Phriendly Phishing dashboard.

All of these options can be found in the overflow menu (three dots) located in the bottom right corner of the email template preview. 

 

 Important

  • Emails templates added after the schedule is set, which happens 7 days before the start of the training block or course, will not be added to the schedule.
  • Emails templates removed after the schedule is set, are removed and a new email is added in its place.

 

How to View a Template

  1. Navigate to Email Templates > Templates. 
  2. Find the 3 dots on the template, click View.  

 

How to Disable a Template

Disabling the template prevents usage of the template for any future Campaigns or Spear Phishing simulations. 

  1. Navigate to Email Templates > Templates.
  2. Find the 3 dots on the template, click Disable. 
  3. After clicking, below pop-up notification appears, click Ok.

 

How to Disable Templates by Bulk

  1. Navigate to Email Templates > Templates.
  2. Using the filters available, tick the main Disable box in Actions menu.

 

How to Clone Template

Cloning the template allows Admins to edit and customise as preferred or required. 

  1. Navigate to Email Templates > Templates.
  2. Find the 3 dots on the template, click Clone. 
  3. On the right side of the page, edit as preferred. 
    1. Type
    2. Set-up QR Code
    3. Set-up Credential Capture
    4. Choose the Microlesson
    5. Personalise : As applicable, choose the preferred liquid code.
      template.png

    6. Share Template 
      template1.png

       

       Warning : The box should be ticked, otherwise the template will appear as disabled and can't be scheduled for any Phishing Simulation blocks.

How to Modify an Email Template

  1. Navigate to the Email Templates tab, select Templates > Three dots on the template of choice > Clone.

     Note: In order to edit an email template created by Phriendly Phishing, you must first clone the email template. Once cloned you can then make edits to the clone and optionally disable the original.

     

    mceclip4.png

  2. Customize the email template as you would like.
    The fields you can make edits to are: Title, From, Subject, Attachments, Description, Body, Links, Type, Microlessons, Credential Capture, QR Code, Personalize, Schedule
     

     Important

    Remember to share the template with your zone by selecting Share Template in the menu on the right and tick your zone name. You will see a green tick once done.

  3. Once done, select from the following on the menu on the right:
    • Publish: to immediately publish the changes you’ve made to the template
    • Preview and test: to preview the changes and simulate a learner’s experience with the new template.
    • Update: to save the changes
  4. Remember to select Save/Update to keep your changes. 

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