Phishing & Awareness Training
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How do I get started with phishing simulation and awareness training?

Please follow these steps to get started with phishing simulation and awareness training.

1. Import recipients

To add email addresses to the platform, please follow the instructions provided in this article: https://support.holmsecurity.com/knowledge/How-do-I-import-email-recipients

2. Create or import phishing simulation templates

Chose one of the ready-made templates or create a new one for the phishing simulation:
https://support.holmsecurity.com/knowledge/how-do-i-create-a-phishing-awareness-training-template

3. Go through the whitelisting checklist

Please read this article carefully before performing a phishing simulation to identify all potential blockers so that your assessment reaches everyone intended.
https://support.holmsecurity.com/knowledge/what-is-the-checklist-before-sending-out-a-phishing-simulation

4. Start a new assessment

To start the assessment, follow the step-by-step instructions provided in this article:
https://support.holmsecurity.com/knowledge/How-do-I-create-a-Phishing-and-Awareness-training-assessments