Engage - Multi-Stage Phishing Templates

This feature is available for Engage Core and Engage Pro.

This article explains how to use Multi-stage Translated Phishing Templates and is intended for Administrators.

Introduction

Multi-stage Phishing attacks are sophisticated threats that typically involve multiple steps, sending notifications that appear to originate from trusted services, and prompting recipients to click on links that look legitimate. These links then guide users through multiple steps, which may include submitting email addresses and multi-factor authentication codes, often via convincing fake login pages.

Multi-stage Translated Phishing Templates allow you to add a Phishing Form to existing phishing templates. 
You will be able to see if an end-user has clicked on a simulation URL, and then proceeded to enter data into the phishing form. This will show up in reporting tables as Submitted.

Create a Multi-Stage Phishing Template

You can create a Multi-Stage Translated Phishing Template, by using the following steps:

1. Log in to Engage.
2. Navigate to Phishing Training | Template Library | Translated Templates.
3. Click Customize next to the template, to begin editing your Multi-Stage template.
4. Edit the template as required. 
5. Click on Add Phishing Form.

Once a Phishing Form has been added to a template, it cannot be removed.

5. Click on Upload a Logo to insert an image.
6. Click Insert Background Image to upload an image to form part of the phishing form. This will open an editor to allow you to crop and make edits to its fit.
7. Toggle the Header switch to add your text.
8. Edit the Field Types and associated labels.

 

8. Toggle the Footer switch to add your text.
9. If required, edit the Button Label.
10. Use the Colors option to edit the colors of the following components:

• Button.
• Form.
• Background.
• Text.

 

11. Once complete, select the Email Message tab to make any final changes. (Note: if the Save button is not active, be sure to select the Category in the Email Message template).
12. Click on Save. The template will be saved in the My Templates tab, where you can Edit or Copy the template if desired.