Step 5: Creating Campaign Templates

Step 5: Creating a Campaign Template

  1. Navigate to the Templates or Phishing Templates section in the platform.
  2. Click “Create New Template” or choose to copy and customize a pre-built template.
  3. Proceed through the wizard steps, clicking Next at each stage:
  4. Step 1: Template Basics
    1. Name your template.
    2. Select the phishing domain from the list of available options.
  5. Step 2: Build the Fake Login Page
    1. Set page title.
    2. Upload a company logo.
    3. Configure the login panel: width, height, background color, text color.
    4. Enable or disable the Create Account section.
    5. Customize panel border shadow.
    6. Enter privacy policy and terms of use texts and links.
    7. Upload footer logo (optional).
    8. Set overall page background color.
    9. Click Save once you're happy with the design.
  6. Step 3: Phishing Email
    1. Enter email subject and body text.
    2. Use available variables like !FIRSTNAME!, !LASTNAME!, etc.
    3. Insert images as needed.
    4. Important: Add at least one linked object (button or hyperlink) to direct users to the fake login page.
  7. Step 4: Follow-Up Actions
    1. Define an immediate popup message after form submission (e.g., "You got phished!" or a softer message).
    2. Set up a redirect to a training video (upload your own or use a pre-provided one).
    3. Optionally, schedule a follow-up email with a training video link to be sent at the end of the campaign.
    4. Note: Training video completion is tracked.
  8. Save the entire template for future use in campaigns.