• Within the Phish Creation area, select Create Your Own Email Template in the Email Template section to create custom phish templates.

• Click on Add Email Template

• You can then either:

  • Edit an existing template by clicking Select, or
  • Go to the Editor to create a template from scratch.

Creating Your Own Template

On the Details tab, enter the following:

1. Template Name: Used in reporting to identify which email template the user received.
2. Display Name: The name that will appear when the email arrives in the user’s inbox.
3. Email Subject: The subject line as it will appear to users. 

4. From Address: Enter @ in the field to view a list of available domains. You can add any suitable text before the @.

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On the Editor tab:

• Edit the body of the email.
• Format the text using the text menu.
• Add required placeholders as outlined in the guidelines.

• Once you have created your email template, click Save.
• You can then send a test copy to yourself by clicking on Send me a copy icon. This will send you a read-only copy so you can see how the email looks in your inbox.

⚠️ Note: 

• If you want to measure user clicks on links in the email, ensure you include a placeholder—either one of the preloaded placeholders or create your own using the guidelines.
• When the user clicks on this, they will either be directed to the Data Form or the Learning Experience you selected.