Navigating Phishing Simulations Page

The Phishing Simulation page lets you create, manage, and track phishing templates and campaigns all in one place

Overview of Phishing Simulations

The Phishing Simulation page is your central hub for building and managing phishing awareness campaigns in Herd. Here, you can create and customize phishing templates, organize them into campaigns, and monitor their performance. You’ll also be able to access existing campaigns and review detailed results - helping you measure effectiveness, track progress, and strengthen your team’s readiness against real-world phishing threats.

Accessing the Simulations Section

Step 1: On the left-hand sidebar, locate and click Simulations to open the page.

Step 2. This will open the Email Template page, where you can see all simulations currently available to you.

Exploring the Email Template Library

Inside the Template Library, you’ll find a list of all available phishing email templates. Each template entry displays key details and available actions, including:

• Template Name — The title of the email template.

• From Address — The sender address that appears in the email.

• Subject — The subject line that will display to users during a simulation.

• Actions — Options to:

  • Edit to make changes to the template content.

  • Preview the email to see how it will appear to users.

Creating New Email Templates

At the top of the Simulations Page, click Create Template in the right hand corner to build a new email template.

Searching and Filtering Simulations

Use the Search Bar to quickly find the simulation you need

Click Custom Only to search organization specific trainings

Now that you’re familiar with the Email Template Library, the next step is to create a new template.