Email Management

Email Templates Overview

Email templates serve as the foundation for your phishing simulation campaigns, containing the persuasive content and social engineering elements that will be delivered to recipients. These carefully crafted messages are designed to test user awareness and provide realistic scenarios for security training purposes.

Creating Email Templates

Email template creation requires careful consideration of both technical compatibility and social engineering effectiveness. Ensure your email markup is optimized for the email clients your recipients commonly use, as rendering differences can impact campaign success and user engagement rates.

Email Configuration Settings

Content Editor Interface

Access the advanced content editor by clicking Editor to reveal comprehensive design and customization tools for creating compelling phishing simulation content:

Email Attachments Management

Email attachments provide additional vectors for phishing simulation testing, enabling you to evaluate how recipients respond to potentially malicious files. These attachments can include documents, executables, or other file types that simulate real-world attack scenarios while maintaining a safe training environment.

Creating Email Attachments

Attachment creation enables you to deploy files that enhance your phishing simulation scenarios. These attachments can simulate malicious documents, software installers, or other file types commonly used in real-world attacks, providing comprehensive testing of recipient security awareness and response protocols.

SMTP Email Delivery

SMTP configurations provide traditional email delivery infrastructure for your phishing simulation campaigns. These configurations define the mail server settings, authentication credentials, and delivery parameters necessary for reliable email transmission to campaign recipients while maintaining proper email deliverability and sender reputation.

Creating SMTP Configurations

SMTP configuration setup enables reliable email delivery through traditional mail servers, providing control over sender reputation, delivery headers, and authentication methods. Proper configuration ensures optimal deliverability rates and maintains professional appearance for your simulation campaigns.

SMTP Server Configuration

Setting	Description and Requirements
Configuration Name	Descriptive identifier for managing multiple SMTP server configurations
SMTP Host	Mail server hostname or IP address for email transmission (e.g., smtp.gmail.com, mail.company.com)
SMTP Port	Server port for email submission. Common ports: 587 (STARTTLS), 465 (SSL/TLS), 25 (standard)
Username	Authentication username for SMTP server access and sender verification
Password	Authentication password or application-specific token for secure server access
TLS Validation	Certificate validation settings. Disable only for internal servers with self-signed certificates

Custom SMTP Headers

Custom SMTP headers enable advanced email delivery customization and integration with enterprise email systems. These headers can enhance deliverability, provide additional tracking capabilities, or meet specific organizational email policy requirements for your phishing simulation campaigns.

Add custom headers by specifying the header Key and corresponding Value, then click Save to apply the configuration. Common use cases include organizational routing headers, priority settings, and compliance tracking requirements.

API-Based Email Delivery

API Senders provide a modern alternative to traditional SMTP delivery, enabling integration with cloud email services, enterprise messaging platforms, and custom delivery systems. This approach offers enhanced scalability, detailed delivery analytics, and advanced features not available through conventional SMTP configurations.

API Senders enable you to deliver personalized phishing emails through external APIs by designing custom request structures and defining expected response patterns. This flexibility allows integration with services like SendGrid, Mailgun, Amazon SES, or custom organizational email APIs.

To utilize API delivery, select API Sender during template creation and configure the appropriate API endpoint and authentication settings for your chosen email service provider.

Creating API Sender Configurations

API Sender creation involves defining comprehensive request structures, authentication methods, and response validation criteria for reliable email delivery through external APIs. This configuration process ensures seamless integration with your chosen email service provider while maintaining full control over delivery parameters and error handling.