Using the Phishing Templates (Beta) Subtab

In your KMSAT console, you can find the Phishing Templates (Beta) subtab under the Phishing tab. The Phishing Templates (Beta) subtab allows you to search through our selection of system templates to meet your organization’s needs. To learn more about this subtab, see the sections below. 

Jump to:

System Templates

• Searching for System Templates

• Viewing Your Search Results

• Cloning Templates for Use

System Templates

On the Phishing Templates (Beta) subtab, you can search through system templates by using filters and clone templates to use in your phishing campaigns.

For more information, see the subsections below.

Searching for System Templates

See the screenshot and list below to learn how you can search for templates on the Phishing Templates (Beta) subtab:

1. Categories: You can use this filter to find templates that cover specific categories. For example, you could select Healthcare to find templates related to healthcare.
   

   Note: If you’ve opted in to advanced features, this filter will be Topics instead of Categories. Topics differ from Categories in that each template can be assigned to more than one topic. For example, if a template includes both HR and healthcare elements, we can assign it to both topics rather than using a single category. For more information on advanced features, see our How to Use Phishing Templates (Beta) Advanced Features article.

2. Languages: You can use this filter to find templates that are localized in the selected languages.
3. Difficulty: You can use this filter to find templates that have the selected difficulty ratings. For more information, see our What Are Template Difficulty Ratings and How Can I Use Them? article.
4. Search: You can use this filter to find templates that have a specific keyword in the title.
5. Topics: You can use this filter to find templates that cover specific topics. For example, you could select Social Media to find templates related to social media. To view this filter, you'll need to click the + Additional Filters button.
6. Attack Vectors: You can use this filter to find templates that include specific attack vectors, such as data entry templates. To view this filter, you'll need to click the + Additional Filters button.
7. Template Features: You can use this filter to find templates that have specific features, such as fake attachments. To view this filter, you'll need to click the + Additional Filters button.
8. Placeholders: You can use this filter to find templates that contain specific placeholders, such as the Company Name placeholder. To view this filter, you'll need to click the + Additional Filters button.

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Viewing Your Search Results

After you finish selecting your filters, you will see a list of templates that meet your criteria in the results table. Here, you can view information about the template, including the template’s name, category, language, difficulty rating, when it was last updated, and origin. You can also clone templates, preview templates, and clear your filters.

For more information, see the screenshot and list below:

1. Clear Filters: You can click this link to remove all of your selected filters and reset the template list.
2. Clone: You can click this icon to clone the template. For more information, see the Cloning Templates for Use subsection below.
3. Preview: You can click this icon to preview the template.

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Cloning Templates for Use

On the Phishing Templates (Beta) subtab, you can clone a template to use in your phishing campaigns. When you clone a template, it will automatically be saved to the My Templates section of the Email Templates subtab.

To clone a template for use, follow the steps below:

1. Log in to your KMSAT console.
2. Navigate to Phishing > Phishing Templates (Beta).
3. In the Actions column, click the clone icon next to the template (click to view).
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   Clone Icon

   

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   When you click this icon, a Select Language Versions to Clone pop-up window will open.
4. Select the check box next to each language version that you would like to clone.
5. Once you've selected all of the desired languages, click the Clone button at the bottom of the pop-up window.
6. Navigate to Phishing > Email Templates > My Templates.
7. Under My Categories, click Drafts.
8. To use a cloned template in a phishing campaign, move it from the Drafts category to another category in the My Templates section. For more information, see the Moving a Template from the Drafts Category section of our How to Create and Edit Email Templates and Landing Pages article.

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