The Preview step is to replace the Send me a copy functionality and provides an enhanced preview experience for the phish creator. 

It is a mandatory step for all phishing simulations within the Phish Creation process before they are published.

Purpose of the Preview

• The preview allows the creator of the phish to receive a full simulation preview and review the full experience from an end user's perspective.
• The phish preview will be sent to the creator of the phish (and up to 4 additional users) to review before the phishing simulation is published live to end users.

What Does the Preview Include?

A successful preview allows customers to review the following details:

• Email template
• Data form (if attached)
• Attachment (if selected)
• Learning Experience
• Exit Summary
• Disclaimer (if selected)

Successful Preview

If the preview is successful, you will see the below confirmation message and can proceed to publish your phish to end users.

Unsuccessful Preview

If the preview fails, it means the email was not successfully delivered. The following alert will appear on the platform.

Common errors that can cause a phishing preview to fail include:

• IP addresses not fully whitelisted
• From address not fully whitelisted
• Destination user does not exist
• Destination user mailbox is full

A successful preview must be completed before the phish can be published to end users.

⚠️ Note 

• If a successful preview has been completed and the creator later updates the From Address or changes the selected preview users, another preview must be completed before publishing.

Multiple Templates

• If a phish with multiple templates is set up and there is only one preview user, they will receive a preview of Template 1.
• If there are five preview users, they will receive a preview of each of the Templates 1-5.
• If more than 5 templates have been chosen, we recommend using the Send me a Copy option to review the other templates, or alternatively, set up each template as its own phish and run a preview of each before creating your multi-template phish.

Multiple Languages

If a phish is set up using multiple languages and a preview is run, any preview user with a preferred language assigned will receive the preview in that language.