Creating Email Templates

Design custom phishing email templates to create realistic, targeted simulations that reflect your team’s environment and training needs.

Overview of Email Template Creation

Email Templates allow you to design phishing scenarios from the ground up, giving you full control over how your simulations look and feel. Whether you want to replicate a common phishing attempt, mimic a vendor communication, or test your team against more advanced lures, templates ensure your simulations are realistic and relevant.

Email Templates are ideal when you need to:

• Create organization-specific phishing examples (e.g., internal IT requests, HR notifications, or vendor invoices).

• Deliver targeted simulations to specific departments or roles that are more likely to be targeted.

• Supplement Herd’s prebuilt phishing templates with custom examples unique to your team’s environment.

Create Email Templates

Step 1: Begin by navigating to the Create Template button in the top right corner.

Step 2: Add a Template Name Enter a clear and descriptive name to identify the template.

Step 3: Provide a Description to include details that explain the scenario for this template.

Step 4: Set the Sender Information

• Add a From Name (optional), such as “IT Support” or “HR Team.”

• Enter the From Address, which will appear as the sender’s email.

Step 5: Enter the subject line that users will see when the phishing email is delivered.

Step 6: Add a Reply-To Address (Optional) If you want replies to go to a specific address, enter it here.

Step 7: Draft the Email Body Write the main content of the phishing email, designing the scenario you want to simulate.

Step 8: Insert Link Text is where you can add the text that will appear as the clickable link.

Step 9: Click Preview to see how the email will look when delivered to users.

Step 10: Once everything looks good, click Save Changes to finalize your email template.

Once your email template is ready, the next step is to use it in a campaign so you can deliver the simulation to your chosen recipients. Click into the next page to learn how to create a campaign using your email template.