Help PhishTrainer: campaigns
Prepare emails, SMS, landing pages and sending profiles
On this page
The elements of a scenario
A phishing simulation relies on elements prepared in advance, each in its own screen of the PhishTrainer menu:
| Element | Screen | Role in the simulation |
|---|---|---|
| Phishing email | Phishing templates | The message the target receives. |
| Phishing SMS | Phishing SMS | The text of a simulation SMS. |
| Landing page | Landing pages | The web page that opens when the target clicks the link. |
| Sending profile | Settings › Sending profiles | The SMTP server and address that send the emails. |
Who has access: emails, SMS and pages require the PhishTrainer Supervisor or Administrator role. Sending profiles are reserved for the Administrator role.
Start from a Bexxo template
Each of these screens has three tabs: your own elements, Templates bexxo (the templates provided by Bexxo) and archived elements. The email, SMS and page screens open on the Templates bexxo tab. The lists show the imitated brand, the name, the language and the tags of each template.
- A Bexxo template can be chosen as is in a campaign. It cannot be edited: the eye icon opens it read-only. For emails, a clickable thumbnail shows the message.
- To adapt it, click the copy icon: the form opens already filled in. Once saved, the copy joins your own elements.
- Your own elements can be edited (pencil icon), copied or deleted (bin icon).
Create a phishing email
Screen PhishTrainer › Phishing templates.
- Click Add a new Email, or copy an existing template.
- In the Settings block, fill in:
- Descriptive name (required): internal name, not visible to the target;
- Brand (optional): the brand the message imitates;
- Language (required): French, English, German, Italian, Spanish or Portuguese;
- Tags (optional): free keywords to find the template again.
- Enter the Email subject (required) and, if you wish, the From (displayed instead of email).
- In the Email content block, write the message in the HTML Email tab, then its unformatted version in the Plain text email tab. Mail clients that do not display HTML show this text version. Place the
{{phish.urlPhishing}}variable where the target should click. - Click Preview to open the HTML in a new tab, then click Save Phishing Email.
The editor
Above each editor:
- Load HTML (or Load text) replaces the content with a file from your computer (
.html,.htmor.txt); - Auto-indent reformats the code;
- Preview shows or hides the rendering next to the code;
- the Add tag list inserts a variable at the cursor position;
- the last list changes the editor colours: Dark, Light or High contrast.
The HTML code is checked when you save: code with syntax errors is rejected.
The displayed sender
The sending address comes from the sending profile chosen in the campaign. The From (displayed instead of email) field only sets the name displayed instead of that address. If it is empty, the Sender name of the sending profile is displayed.
Personalization variables
A variable is a tag between double curly braces. Insert it with the editor’s Add tag list, or type it exactly as shown below, including capitals. When the message is sent, each variable is replaced by the target’s own value.
| Variable | List entry | Replaced by |
|---|---|---|
{{phish.urlPhishing}} | Phishing - Full URL | The link to the landing page, unique to each target and built with the domain chosen in the campaign. This link is what makes it possible to measure clicks. |
{{phish.guid}} | Phishing - Target identifier | The unique identifier of the message sent to this target, with no personal data. |
{{target.firstname}} | Target - First name | The first name in the person’s record. |
{{target.lastname}} | Target - Last name | The last name. |
{{target.email}} | Target - Email | The email address. |
{{target.mobile}} | Target - Mobile | The mobile number. |
{{target.position}} | Target - Position | The position. |
{{generator.code6}} | Misc - Generate a 6-digit code | A random 6-digit code, different for each message. |
{{date.year}} | Date - Current year | The current year. |
{{date.dayStandard}} | Date - (January 1, 2025) | Today’s date, with the month abbreviated. |
{{date.dayComplete}} | Date - (Monday, January 01, 2025) | Today’s date in full, with the day of the week. |
{{date.dayNumeric}} | Date - (01/31/2025) | Today’s date in figures: 31/01/2025 for a template in French, 2025-01-31 for a template in any other language. |
{{date.dayHourComplete}} | Date - (Monday, January 01, 2025, 8:00 PM) | The date and time, with the day of the week. |
{{date.dayHourStandard}} | Date - (January 1, 2025 8:00 PM) | The date and time. For a template in a language other than French, the time is shown in 12-hour format (AM, PM). |
Variables are replaced in the email body (HTML and text), in the SMS and in the landing page. They are not replaced in the Email subject or in the From (displayed instead of email): they would appear there as is.
- Dates are written in the template’s language.
- Information missing from the record, for example a mobile number that was not entered, is replaced by empty text.
- The preview shows the variables as is: they are only replaced when the message is sent.
If your organization’s encryption is in service, our servers do not read people’s information. In emails, the {{target.*}} variables are then replaced by your agent at sending time. On landing pages, they stay empty.
Create a phishing SMS
- Open PhishTrainer › Phishing SMS, then click Add a new SMS, or copy an existing template.
- In the Settings block, fill in Descriptive name and Language (required), then if needed Brand, Tags and From (if possible).
- In the SMS content block, write the text (no formatting). Load SMS loads a
.txtfile and Add tag inserts a variable, such as{{phish.urlPhishing}}for the link. Then click Save Phishing SMS.
In the current version of the extranet, a new campaign is an email campaign, and the only interface type of a sending profile is SMTP. The phishing SMS prepared here are therefore not yet offered when you create a campaign.
Create a landing page
- Open PhishTrainer › Landing pages, then click Add a new page, or copy an existing template.
- In the Settings block, fill in Descriptive name and Language (required), then if needed Brand and Tags. The page language also sets the language of the awareness page shown after a form is submitted.
- Build the page in the HTML Editor. It offers the same tools as the email editor, variables included.
- Click Preview to check the rendering, then click Save landing page.
What happens during a campaign
- The page opens when the target clicks the
{{phish.urlPhishing}}link. This click is recorded in the results. - Every form on the page is sent back to PhishTrainer, whatever its original address. A text, email or password field without a
nameattribute takes itsidas its name. - When the target submits a form, the submission is recorded, then an awareness page is shown. Its button leads to the destination address chosen in the campaign, or to the PhishTrainer website if none is chosen.
- A page without a form is enough to measure clicks. A form, for example a fake login screen, also measures what is entered.
What PhishTrainer keeps of the values entered depends on the campaign options. By default, password fields are removed before anything is stored: they are only kept if the campaign explicitly allows it.
Set up a sending profile
Screen PhishTrainer › Settings › Sending profiles, reserved for the Administrator role. A sending profile holds the settings of the SMTP server that sends the simulation emails.
The Templates bexxo tab lists the profiles provided by Bexxo, when there are any. If your organization’s encryption is in service, these profiles are not offered in campaigns: create your own profile. Its settings are then encrypted in your browser, and the vault must be unlocked to save it.
- Click New Profile, or copy an existing profile.
- In the SMTP Configuration block, fill in Name (required) and Email (required: the sending address), then if needed Sender name. The Interface type is set to SMTP.
- Enter Server, Port (from 1 to 65535), Username and Password: these four fields are required. Choose the connection security in SSL / STARTTLS: No security, STARTTLS or SSL. To edit a profile without changing its password, leave the field empty.
- Optional: for a specific technical need, add headers in the Custom headers block (name, value, then Add).
- Click Save profile.
Test the profile
- In the profile form, click Send a test. The test uses the form values, even if they are not saved yet.
- In the Test sending window, check the recipient’s Email (required). First name and Last name are pre-filled with yours; Position is optional.
- Click Send a test, then check that the message arrives in the mailbox entered.
The test is not available in demo mode. If your organization’s encryption is in service, the button is disabled and the screen shows “Test sends are performed by your agent.”
The simulation allowlisting header
At the top of the Sending profiles screen, the Simulation allowlisting (anti-abuse) block shows a Header name and a Value (secret), each with a copy button. PhishTrainer adds this header to your organization’s simulation emails.
- Give it to your IT team so they can allow these emails in your mail gateway.
- Keep the value confidential: it identifies your authorized simulations.
- Regenerate creates a new value. The old one is no longer recognized until your gateway is updated.
Not to be confused with: sending service emails
The My organization › Email sending screen, reserved for the organization administrator, sets the SMTP server for service emails (invitations, passwords, login codes, reminders). It is not used for simulations: these are sent through the sending profile chosen in the campaign.
Put a scenario together
A campaign brings together one or more target groups, a phishing email, a landing page and a sending profile. In the campaign form, the lists offer your own elements and the Bexxo templates. Prepare and test these elements before you create the campaign.
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