Assigning Custom Phishing Simulation Templates to Users

After creating custom phishing simulation templates, administrators can assign them to users through the standard Security Awareness Training (SAT) policy. See Creating Security Awareness Training Policy.

If you want to assign a custom template to specific users while still leveraging automatic AI-based template personalization, configure two policy rules:

• One policy rule that includes custom phishing simulation templates only (without training modules).

• A second policy rule that includes AI-based automatic template assignment and the required training modules.

With this configuration, the selected users receive additional phishing simulations within the same training period.

Failing Custom Phishing Simulations

Avanan marks a user as failing a custom phishing simulation template if the user performs one of the following actions:

• Clicks on a phishing link, see Custom Phishing Simulation Templates – Placeholders.

• Replies to the phishing simulation email.