How to Create your Own Phishing Template

Have an idea for a phishing template that is not apart of our template library? This articles walks through how to create your own.

Navigate to the 'Template Library' on the left-hand navigation menu, under 'Phishing': 

This view will let you see any templates that have already been created as well as all of Phin's default templates (scroll down), as seen below: 

To create a new, custom template, click 'Create a New Template'.

Select the name of this template and then select 'Email' for the template type: 

You can then add any text you want by dragging and dropping a text box from the right-hand menu. Text can be formatted and broken into sections in a few different ways, as shown on the image of the menu below.

To add a clickable link that leads to a learning moment, you'll need to insert this phrase where you'd like the link to be: {{action_url}} 

This will tell our system to insert a learning moment link here. 

The fields below can be edited to customize things like email subject, display name, sending name and sending domain. If you don't want the clickable link to go to a learning moment, you have the option to click that blue button labeled 'Learning Moment' and you can choose the option to have the link lead to a video or a custom URL. 

If you embed a different phrase between two brackets, such as {{Name}}, you will be given the option to select different fields that can be populated based on a user's additional fields. See below the name field is added in the signature of the email between brackets.

Adding {{Name}} will allow you to map this field to one of the user's additional fields, which are listed below under 'Injected Fields': 

You can then map the corresponding field to whatever is in the {{brackets}}. 

Some injectable fields will have alternative values available, which will be used if the mapped field is blank. You can choose what these alternates should be by entering in your desired word or phrase. 

Lastly, you have the option to tag the template, so if you are running a continuous campaign, it can be picked up in the category cycle.

Then click, 'save' and your template will appear in the template dashboard as seen below: 

If you want to send yourself an email preview of the template, the most accurate preview of this would be to first navigate to the Phishing Dashboard on the left-hand nav menu. Select "Launch a Phishing Campaign" (this can be discarded and is just for the purpose of sending yourself a test). 

Fill in campaign name and description (this can both best "test"). Select 'Fixed Length'.

Select the template that you just created by clicking the blue "+" sign, turning this into a green check mark (which means this will be included in the campaign). 

Once this is selected, scroll to the very bottom and under "Publish Options" select "Run a Preview". Enter your email address or whoever is receiving the preview of the template. Once the email populated, select "Run Preview" in the bottom right-hand corner. The email preview should be sent immediately and will reflect how an end user will view the template. 

Notice in the example email preview above that the {{action_url}} in the template was turned into a clickable link. 

Please feel free to reach out to our team with any questions!