Training Email Template Editor

This section describes how to use the training email template editor.

To view the training email templates in your account, go the Manage Templates page and choose Training Email Templates from the dropdown beside the search box.

Here is an example of what the training email editor looks like. Each section is described below.

Jump to a specific section:

1. Template Editor Top Bar
2. Template Editor
3. Training Email Details & Settings
4. Settings Drop-Downs

Template Editor Top Bar

• Creates a copy of the template in its current state.
• The 'Preview & Test' button allows you to send a test copy of the phishing email to your inbox. Clicking this button will open a pop-up where you can enter the email address you’d like to send it to. Additionally, you can replicate a specific target by enabling the 'Replicate a specific target' toggle. This feature replaces any variables in the phishing email template, such as {fname}, {email}, {company}, etc., with the corresponding data for that specific target. If enabled for the account, Direct Delivery can be used. Clicking the Microsoft Safelisting button will provide instructions for Microsoft Advanced Delivery. 
  

• To retain any changes made during editing, including information entered in a popup window, be sure to click the 'Save' button.
• If the Phishing Email template is configured with a Landing Page completion option, the 'Landing Page' tab will become visible. Click on this tab to access and view the Landing Page.
• If the Phishing Email template is configured with a Training Page completion option, or if the Landing Page is configured with a Training Page completion option, the 'Training Page' tab will be visible. Click on this tab to view the Training Page.

NOTE: If there are emails scheduled to send using the phishing email template, the top tab will display a spinning icon, indicating that this template is being used in an active campaign. This is how it appears:

Template Editor

You can edit the body and add images, icons, tables, text, etc. using the WYSIWYG editor. In addition, inside the template editor, you may search, filter, and sort in order to find assets quickly. Further, warnings now appear when attempting to duplicate a template ID code. 

Any links you want to redirect to the template’s training page should use {hook_url} as the URL. The system will replace this tag automatically with the appropriate link. For example, if you have an a tag in the template that looks like this, 

In the email that a target receives, the HTML for the link would appear similar to this:

When editing the template, the Variables dropdown allows you to select items that will be replaced in the actual email that goes out to a target. These include, but are not limited to, such items as the target’s name, or optional group and target fields. See the appendix for a listing of available variables. The “{hook_url}” can be used in place of the “{hook_link}”. (The {hook_url} is the entire URL in the email, whereas the {hook_link} is an a tag that contains a link pointing to the training page.) This is also used if you want a clickable image. Images may also be clickable for tracking purposes, simply place {hook_url} in the Image URL field.

To upload an image to the training email template, click on the Image button, pointed out below. You'll need to pick an image off your computer, upload it to the server, then select it.

The Code tab on the template editor allows you to edit the HTML of the template.

Training Email Details & Settings
 

The Template Settings sidebar contains dropdown menus that allow you to configure more specific template options and settings.

If there is an error with your template, it will be displayed above the Template Settings section.

1. Template Settings - Displays general information about the training email template.
   • Template Name - Name of the template to be displayed throughout the portal.
   • Template Description - A brief description of the template to be displayed throughout the portal.
   • Template Categories - Categories assigned to the template (primarily used for to help you filter and group certain templates when searching).
2. Email Settings - Displays settings specific to the currently displayed template localization. 
   • From Name - Name to be used in the email's from address.
   • From Email - Email to be used in the email's from address (Cannot include special characters).
   • Reply-To Email - Email to be used in the email's reply-to address
   • Email Subject - Subject line of the email.
   • Default Locale - Toggle to make the currently viewed localization the default for the template. The default localization will be used as the localization for any Targets that do not have a language set.
3. Completion Settings - What happens after a target clicks a link in the training email?
   • Completion Options - Select a redirect option that triggers if a target clicks on a link in the email.
     • No Redirect (Reply-To only) - Targets will not be redirected to a training page or custom URL.
     • URL Redirect - Redirect the user to any URL you choose.
     • Training Page - Select a training page to redirect the target to, either a custom page or a system library page. There is also an option to copy the current training page (if one is already selected) or create a new page from scratch.
   • Domain Name - This allows you to specify what the domain of the training page is. It is recommended to use the same domain as the From and Reply-To domains on the template. When you change the domain name for the template, it will automatically change it for all localizations. Only training domains can be selected for use in training templates.
4. Courses (Beta) - You can assign courses to the training email template. What this means is that when you create a training campaign, targets included in the campaign will be enrolled in the courses assigned to the training email template when the emails are queued to send out. When using this feature to enroll, system course enrollment emails through the platform will not be sent. If using a third-party LMS, enrollment emails sent by the LMS will be unaffected. 
5. Miscellaneous
   • Hook URL Link Text - This is the text that appears whenever the {hook_link} variable is used. By entering text in this field, you can customize how the anchor tag will read. Additionally, you can choose to check the Not Needed checkbox to display the link URL in the text instead.
     NOTE: The {hook_url}/{hook_link} variables are how the system tracks a “Click” and the way you get your targets to the next step in the training progression (to a training page or a URL redirect). Unless you only want to track email opens and replies, your email MUST contain one of these customization tags in the email body. The {hook_url} contains the entire URL to the training page, whereas the {hook_link} is clickable text that leads to the training page.
   • Custom Header Name & Value - Add custom header information to the email. You can then create safelisting rules in your mail client based on the custom headers.
   • Body Background Color - Change the background color of the email.

Editor Utility Toolbar

The buttons at the bottom of the Template Editor provide several functionalities: you can restore the template to its original state when the page was first loaded, modify or create locales, and access the WYSIWYG and/or HTML editor.

• Current Locale drop-down - The drop-down in the bottom-left corner of the template editor lets you display a different locale for the template. 
• Delete Locale - Click the 'Delete' button to remove the currently selected locale. Please note that the default locale cannot be deleted.
• Create New Locale - Add a new locale by clicking the plus icon. A pop-up will appear asking you to choose an existing locale to copy and the new locale you want to add. Once the locale has been created, you will need to edit it to add your translation.
• Translate - Clicking the globe icon opens the Translate pop-up. This tool translates the default localization into the selected languages, creating a new locale for each language. You may select any configured LLM for your translations. By default, this uses AWS Translate.
• Import - Import localizations via CSV. 
• Modify with AI -   Give instructions on what sort of template you want the AI to create. Once created or copied into your account, you can give further instructions to modify elements of the template without starting new. 
• Report Issue - Submit a ticket to support for issues with a template
• Restore - Remove any changes made since the last save.
• Fullscreen Editor - This option expands the Template Editor to full screen, with one half dedicated to the code editor and the other half displaying the WYSIWYG editor.