Customise Training Email Templates

As a Phriendly Phishing Admin you have the ability to modify the Training Email Templates. If Learner Hub has been enabled for your zone, you also have the ability to modify the applicable Email Templates. 

These emails are important because they include a unique activation link for you to track when your learners complete their training courses.

How to Edit the Training Email Templates 

1. Navigate to the Email Templates tab on the left side of your screen

2.  Filter the templates by selecting Type

     a. If Learner Hub (LH) is Disabled check below and hit Apply Filter

• • Training
  • Reminder
  • Unfinished Reminder

     b. If Learner Hub is Enabled, check below and hit Apply Filter

• • Learner Hub Welcome
  • Learner Hub Training
  • Learner Hub Reminder
  • Learner Hub Unfinished Reminder

3. Below are the training emails that go out to learners. Note: The template Learner Hub Verification Code's sender email cannot be customised, it will always be coming from report@learnerhub.phriendlyphishing.com.

• • Start Training template: This is the initial email learners receive when assigned a training.
  • Training Reminder: This is the reminder email learners receive if they have not yet started their training. 
  • Training Reminder (Started not Completed): This is the reminder email learners received if they have started but not completed their training. 
  • Learner Hub
    • • Learner Hub Welcome : This is the email sent to learners when Learner Hub is enabled and training block scheduled. 
      • Learner Hub Training: This is the initial email learners receive when assigned a training.
      • Learner Hub Reminder: This is the reminder email learners receive if they have not yet started their training. 
      • Learner Hub Unfinished Reminder: This is the reminder email learners received if they have started but not completed their training.

You will need to edit each templates individually.

4. Click on the 3 dots on the bottom right side of the template you would like to edit and select Clone

5. You will be taken to the email editor where you can personalise the template such as,

• Add your own logo
• Include your company signature at the bottom
• Change the colour scheme and edit text
• Change the From field
  
  • • • To customise the Optional name, username and Base Domain, contact Phriendly Phishing Support Team. Once the change is confirmed, please Allow Phriendly Phishing as a spoofed sender in O365. 
• Include your Service Desk Contact info, Learner details, Primary contact details, and Training info using the below-listed attributes. These attributes can be used in template customisation as required. We recommend doing a Preview and Test of the template before sharing the template with the zone to ensure the changes have been successfully implemented.

  Learner	learner.active learner.percent_completed learner.course_name learner.training_info learner.email learner.last_name learner.full_name learner.unique_quizzes learner.first_name
  URL	token_1 token_2
  Zone	zone.contact_email zone.title zone.grouped_upcoming_phishes zone.group_cells_phishes zone.id zone.total_email zone.company_name zone.name zone.training_days
  Ph2 Journey	zone.contact_email zone.title zone.grouped_upcoming_phishes zone.group_cells_phishes zone.id zone.total_email zone.company_name zone.name zone.training_days
  Campaign	campaign.course_name campaign.training_end_date campaign.training_package_name campaign.training_day_left campaign.training_remaining_days campaign.un_finished_training_students campaign.training_start_date campaign.training_days
  Contact	contact.last_name contact.phone contact.title contact.first_name contact.email
  Service Desk	service.service_desk_as_contact service.phone service.service_desk_name service.instructions service.email

• Below is the overall layout of the template editor.

6. Once you have finished making edits, please make sure to share the template with your zone and publish the template. 

7.  Once you have published the new template it will automatically deactivate the original template and activate the new one.

You can verify this by navigating back to the Email Templates page and looking at the top right corner of the template. Activated templates show a green checkmark and disabled ones show a gray line. 

Explore Phriendly Phishing's award-winning course catalogue here!