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TitanHQ Product Docs

Select Template

The first step in creating a phishing campaign is to select the template for the email that will be sent to users during the phishing campaign.

  1. On the Template Selection page, select Filter Templates to help you find the email you want to use in the phishing campaign.

    SFT-Phishing-Filter-Templates.jpg
  2. Using the options that are displayed, you can filter the templates as follows:

    • Choose Template Filters: Select the checkbox(es) to display templates based on their type, such as Home and Personal; Business; C-Suite; Attachments.

      Note

      C-Suite refers to executive titles in an organization, where C stands for "Chief", such as Chief Executive Officer or Chief Financial Officer. C-Suite is available once C-Suite information has been populated.

    • Choose Category Filters: Email templates can be displayed according to their categories, such as Banking, Shopping, and so on.

    • Choose Complexity Filters: You can display templates based on how complex you want them to be: Low, Medium, High.

    • Choose Creator Filters: You can choose from templates that are pre-populated or ones you have created.

  3. Select OK to filter the results. If you want to clear the results on the Template Selection page, select Reset Filter.

  4. For further help in locating a template, you can use both the sort and search functionality.

    • Click the up/down SFT-toggle-UpDown.jpg arrows in the column titles to sort the contents in ascending or descending order.

    • Enter a word in the Search field to filter results with that word.

  5. Select the checkbox beside the template you want to use and then select Next Section to enter campaign details.