Glossary/Terms

Terms that are used within Herd documentation.

Administrators

Users with elevated permissions who can configure simulations, assign trainings, and manage reports. Administrators oversee compliance activities and ensure security awareness programs run effectively.

AI-Generated Training

Trainings automatically created using AI for faster deployment. AI trainings provide a quick way to generate content at scale.

AI-Generation

The process of automatically creating phishing templates or trainings using artificial intelligence. AI-Generation enables admins to produce content quickly without starting from scratch. App Destination

The application or endpoint where a training or notification is delivered. App Destinations ensure users receive their assigned trainings and reminders in the right platform, such as email, Slack, or other integrations

Assigned Training

A training course that has been allocated to a user or group. Assignments ensure employees receive the correct learning modules for compliance.

Audit Evidence

Documentation (e.g., exported reports) used to prove compliance during an audit. Audit evidence demonstrates that required security training has been delivered and tracked.

Campaign

A collection of phishing simulations sent to specific users, teams, or groups. Campaigns deliver templates to targeted audiences for awareness testing.

Click Rate

The percentage of recipients who clicked a phishing link. Click rates reveal how many users fell for the simulated attack.

Compliance Tracking

Monitoring user participation and results to ensure regulatory or policy requirements are met. Compliance tracking ensures the organization stays audit-ready.

CSV Export

A downloadable file containing detailed results from the Reports Page. CSV exports are commonly used as audit evidence.

Custom Training

Tailored security awareness training created specifically for your organization. Custom trainings address company-specific risks and policies.

Delivery Status

The result of an email being sent (e.g., Delivered, Bounced, Failed). Delivery status helps troubleshoot issues with email campaigns.

Email Template

A customizable phishing email design used to build simulations. Templates allow admins to replicate realistic phishing attempts for training purposes.

Notification

A message sent to a user to inform them about a training assignment, reminder, or update. Notifications keep users aware of upcoming or pending trainings and can be delivered through Slack or Teams.

Nudge

A reminder that prompts a user to continue or complete their assigned training. Nudges appear by tagging the user in the thread of the training, ensuring visibility and timely follow-up. Users can nudge themselves directly from the Slack Canvas, while administrators can issue nudges from the Trainings Page — either to individuals or to all recipients of a training. Admins can also send nudges for all unfinished trainings at once using the Health Page.

Open Rate

The percentage of recipients who opened a phishing simulation email. Open rates indicate how often phishing emails are being viewed.

Queue Training

The option to schedule a training for release at a later time to stagger multiple trainings that are being assigned to users. Queueing a training helps administrators plan ahead and stagger multiple trainings.

Quiz Progress

Tracks the number of quiz questions answered correctly. Quiz progress helps measure knowledge retention during training.

Recipients

Users included in a simulation campaign. Recipients define who receives the phishing simulation emails.

Reports Page

A high-level dashboard summarizing training and simulation outcomes. The Reports Page gives admins an overview of organization-wide progress.

Runtime Trainings

Trainings that are generated or delivered dynamically during a simulation or user workflow. Runtime Trainings provide just-in-time learning based on how users interact with simulations.

Security Awareness Score

A summary measure of how well users identified and reported phishing attempts. This score provides a quick snapshot of overall resilience.

Simulation

A test scenario designed to mimic real-world phishing or social engineering attacks. Simulations help measure how employees respond to threats in a safe environment.

Status

The current state of a training (e.g., Not Started, In Progress, Completed). Statuses make it easy to track user progress and completion.

Steps

The number of modules or lessons within a training. Steps show how far a user has progressed through the material.

Users

Members of your organization who receive assigned trainings or participate in phishing simulations. User activity and progress are tracked to demonstrate compliance and measure awareness.