Managing Email Templates

Go to the Phishing tab of your Account Management portal. Then, click the Email Templates tab. From here you can view, edit, and categorize System Templates and your own Managed Templates. These templates will be available under Phishing > Email Templates > Managed Templates in each of your managed accounts.

If you've never created a template before, we recommend starting by editing one of our built-in templates. First, go to the System Templates tab under Email Templates. Then, click on the name of a template and use the editor to customize it to your liking. Once saved, this edited template will be added to your list of managed templates.

You can also create your own custom phishing template by clicking the + Create Phishing Template button from the Managed Templates tab under Email Templates.

To access customized phishing templates in your managed accounts, they must be added to a Managed Templates Category. You can categorize a template by clicking the checkbox next to the title, selecting a category from the options that appear at the top of the screen, and clicking Move. 

For more details about how to customize phishing email templates, Check Out This Article or Watch This Video.

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Importing/exporting 

In addition to the Managed Phishing Email Templates tab, you can export email templates you've created and import them to specific managed accounts. You can use this functionality if you want to add certain templates to only specific accounts or if one of your accounts makes a template you'd like to use in other accounts. For more information on how to use this, check out our article Importing and Exporting Phishing Templates and Landing Pages

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