Edit Template Classic Attachment Campaign – PSAT (Setup)

QuestionHow do I edit my email template in a Classic Attachment Campaign?

AnswerTo edit your email template, follow the steps below:

  1. ​Choose template
  2. Click on the pencil icon to Edit
  3. Under Settings, you can make the following edits:
    • Name: not visible to end-users
    • From Name and Email Address:  This lets you customize the email address used to send the campaign.  In addition, this section provides the ability to spoof the recipient’s email address. The Use recipient’s own email address radio dial must be selected for that to happen.
      • Note: If you select this option, the Phish will most likely be blocked by your mail filters.  Please contact your mail administrator for assistance.
    • Reply to Email Address:  specify an internal email address to capture customer replies
    • Email Subject:  use the following substitution strings to customize the subject:
      • %EMAIL%
      • %TIME%
      • %DATE%
      • %COMPANY%
      • %FIRSTNAME%
      • %LASTNAME%
    • Landing Domain:  used to set the sub-domain
    • Attachment Type:  select HTML or Word Doc
      • Zip File: optional Compress the attachment into a zip file before sending
      • If you select the zip file you can choose to password-protect the file
  1. Under Message, you can make the following edits:
    • ​Body of Email:  make edits in the WYSIWYG editor to make the template more challenging or more obvious to spot. Most used editing tools:
      • Source: used to edit email in HTML
      • Maximize Edit Window: useful when working on lengthy emails
      • Phishing links:  add link in template
      • Time, Date, and Shorter Date: displayed relative to your selected time zone
      • Image icon: upload and re-size images in email body
    • Attachment Content: customize your attachment by entering text into this field
  2. ​Select Send Test Email to verify that all information is correct.
  3. If everything looks ok, click Save

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