How do I create a template?

There are two ways for creating templates, in other words emails and websites for the assessment. 

  • Create your own custom template.
  • Import a template from the template library. Notice that these templates can be modified in any way you want.

Template types
There are two types of templates:

  • Email template:
    For assessments that only consists of an email (and no website).
  • Email and website template:
    For assessments  that consists of an email with link to a website with a form and a response page. The user is redirected to the response page after posting the form on the website.

Placeholders
You can use placeholders in templates. These strings are replaced with the described data.

  • {email address}: email address from recipient list
  • {name}: name from recipient list
  • {organisation name}: the name of the organization
  • {url}: URL to the website

Example
This is an example how the email address placeholder work. 

HTML code:
You email address {email address} needs to be verified.

Email:
Your email address james.smith@yourbusiness.com need to be verified.

Images in custom templates
If you want to use custom images in you custom template this can be done in two ways:

  1. Send the images to our support email and we will publish them and get back to you with the URL to use in your template.
  2. Upload images in your own web server. We recommend that you setup a separate domain, like content.yourbusiness.com, for this purpose.

We recommend that the URL, including the file name, doesn't reflect your organization name.

Alternative 1: create template from library

  1. Login to Security Center.
  2. Click Fraud Risk Assessment > Templates
  3. Click Import from template.
  4. Select the template you want to import and click OK. The template appears in the item list. 
  5. Click on the edit icon for the template. Here you can edit the template. 
  6. Under General information enter the following:
    • Name: the name of the template, e.g. Spear phishing template.
    • Email template: select if the assessment only should be an email.
    • Email and website template: select if the assessment should be an email, website and response page.
    • Domain: select the domain for the website, if Email and website template is selected.
  7. Under Email enter the following:
    • Email subject: the subject of the email. 
    • Sender name: the name of the sender. 
    • Sender from: the name of the sender.
    • Email template code: the HTML code for the email.
  8. Under Website - main page enter the following:
    • Website template code: the HTML code for the main website.
  9. Under Website - response page enter the following:
    • Website template code: the HTML code for the response page.
  10. When done click OK.
  11. Done!

Alternative 2: create custom template

  1. Login to Security Center.
  2. Click Fraud Risk Assessment > Templates
  3. Click +Add template.
  4. Here you create your template by entering the following information.
  5. Under General information enter the following:
    • Name: the name of the template, e.g. Spear phishing template.
    • Email template: select if the assessment only should be an email.
    • Email and website template: select if the assessment should be an email, website and response page.
    • Domain: select the domain for the website, if Email and website template is selected.
  6. Under Email enter the following:
    • Email subject: the subject of the email. 
    • Sender name: the name of the sender. 
    • Sender from: the name of the sender.
    • Email template code: the HTML code for the email.
  7. Under Website - main page enter the following:
    • Website template code:  the HTML code for the main website.
  8. Under Website - response page enter the following:
    • Website template code: the HTML code for the response page.
  9. When done click OK.
  10. Done!
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