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Template Studio

Updated

Template Studio helps you create, customize, and manage phishing email templates with ease.
You can access Template Studio by logging in to the SoSafe Manager and navigating to Phishing Simulation / Template Studio. You will be shown an overview of your templates along with their details.

Overview

Template Studio overview in SoSafe Manager, on the Manage My templates page reached via Phishing Simulation. The template list shows columns for Subject, Difficulty, Languages, and Last activity, with a search box and Create custom template button above it.

Starting here, you have a few options. Using the template list, you can preview, remove and edit existing templates. You can also use the search box to find a specific template based on the subject. If you want to edit an existing template, you can find detailed instructions here: QuickEdit - Template customization

Creating custom templates

Select + Create custom template to get started. You will now be presented with 2 options:

  • Start from scratch: Start with a blank template, either all on your own or with the help of AI. This is the process that will be explained below.

  • Recreate from a real phishing mail: Simply upload a screenshot of an email and our AI will turn it into a customizeable phishing template! You can find a full guide here: Recreate Attack (Beta)

In the Template Creator, you can start from a blank canvas or opt to use Sofie AI for an automated start. Note that Sofie AI requires you to be on the Premium or Ultimate package.

  • Enter a subject line and select the desired language for your phishing template

    Template Creator in Template Studio with an empty Subject line field and language dropdown set to English. The Generate template panel on the right shows the Sofie AI prompt box and a Phishing difficulty selector set to Medium.

Using Sofie AI for template creation

  1. Insert a prompt describing the type of phishing template you need into Sofie AI’s text box.

  2. Select from three difficulty levels: Easy, Medium, or Hard, for varying sophistication in the template and click Generate.

    The same Template Creator panel with a prompt entered describing an urgent IT security email, and the Generate button now active below the Phishing difficulty selector.

Customizing Template details

  1. Setting up sender information

  2. Enter the Email prefix and Domain (required fields) to define the sender details. Optionally, you can also specify a custom sender name.

    Sender panel in Template Creator with the generated critical security issue email visible on the left, including a Firstname tag and a Click this link button. Fields for Email prefix, Domain, and Sender name are open on the right.

Adding content elements

  1. Customize your template further by dragging and dropping the following elements:

    • Date

    • Fake attachment (type, size, and name, displayed as an image)

    • Salutation and Name (to personalize each email)

    • Link (mandatory field) - This link directs users to a learning page if they click within the phishing email.

      Content panel in Template Creator listing draggable elements Date, Fake attachment, Mr./Ms., Name, and Link, the last marked as required. The same generated security email is shown on the left.

  2. Choose between fake attachment types, size and name in the form of an image to insert into the email.

    Add an attachment dialog opened by dragging the Fake attachment element into the email, with fields for Attachment name, a pdf file type selector, and Attachment size in KB, plus Cancel and Add buttons.

Translating your template

  1. Using AI translation for multilingual templates

  2. Once your template is complete, choose Translations to convert it into multiple languages with the help of AI.

  3. Done with your creation? Now choose to translate you r phishing template into multiple different languages of your choice with the help of AI.

    Translations panel in Template Creator confirming translations are ready, with Base language set to English and Target languages Croatian, Dutch, French, and German all marked Translated.

  4. Choose to preview and edit your freshly translated phishing templates as needed next to the subject line.

    The same Translations panel with the subject line language dropdown open, listing Croatian, Dutch, French, and German for previewing each translated version of the email.