Templates

The Templates page displays the custom templates created for your account. After the template is created it will be available from the Custom tab when you launch a new campaign.

To view a template	Click the View icon .
To delete a template	Click the Delete icon .

Creating custom templates

Custom templates are the property of Fortinet. Fortinet reserves the right to adapt any updates or revisions made to an existing email template and make them available to all users in the Global Templates tab.

To create a new campaign template:

1. Go to Custom > Templates.
2. Click New Template. The Create Custom Template dialog opens.
3. Configure the template settings.

   Title	Enter a title for the template.
   Subject	Enter the email subject.
   Sender Name	Enter the sender's name.
   Sender Email	Enter the sender's email address.
   Clicking Behavior	Landing Page > Custom is selected by default. Select the landing page from the dropdown. For information about custom landing pages, see Landing page.
   Redirect URL	Enter the redirect URL.
   Use Attachment	Click Yes, Using Filename and enter the filename in the text field.
   Track User Reply	Click Yes to create targeted emails that have no click or attachments but will simulate an actual spear-phish and allow you to see which users respond and/or attach compromising information.

4. In the text editor, compose the email body.

   You can use variables in the email body to generate dynamic data while the campaign is running. See, Template variables.

5. Click Submit. The template is added to the Custom tab in the Campaigns module. See, Creating campaigns .

To edit a template:

1. Click the View icon . The View Template dialog opens.
2. Scroll to the bottom of the dialog and click Edit.

   

3. Update the template and click Submit.