Awareness Template Customization
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Lucy provides two main ways to customize templates: you can either copy and edit an existing template or start fresh with a blank canvas to create a new awareness template.
Select "Edit Template" to set key parameters that will improve future data classification and sorting.
Please refer to our guide for detailed definitions of these parameters.
Customize this default email template to match your organization's branding, font, and style. This email template is used if the "Send link to Awareness website automatically via Email" setting is enabled in your attack scenario.
Navigate to "Email Template".
Setting Up the Email
Choose the language from the "Language" dropdown, e.g., English.
Languages don't translate automatically; you need to adapt each selected language manually.
Email Details
Fill in the "Subject" field, e.g., "Phishing training".
Enter "Sender Name", e.g., "IT Security".
Provide "Sender Email", e.g., "security@your-company.com".
Content Editor
Choose "Editor Type" from the dropdown to select your preferred email editor.
The Visual Editor is an easy-to-use tool that shows you how your content will look when finished. With a simple toolbar, you can format text and add multimedia without any coding.
Composing the Email
Use the "Content" section for email composition.
Save and Preview
Click "Save" to store your latest modifications to the email template settings.
Click "Preview" to review the email.
The Content Template page features a WYSIWYG editor, enabling administrators to adjust and define parameters related to the awareness landing page. In the context of a one-page awareness initiative, this setup offers an excellent opportunity to educate users about what to watch for in the simulated attack they just experienced.
Export to SCORM This button allows users to export the content they have created as a SCORM package (1.2 / 2004), which is a standard format for e-learning content that can be used with different learning management systems.
When exporting awareness content to an LMS, Lucy won't receive any stats. User progress is handled within the LMS.
Upload Webpage Click this button to upload a .zip file of your custom HTML for the landing page.
Follow the file naming convention by using "index.html" as the name for your landing page.
Language Admins use this dropdown to choose the content language, allowing phishing simulations to be localized for different audiences.
File Admins can select the file they want to edit, such as 'index.html', the main file for the awareness landing page.
Editor Type Admins can switch between different editors. The 'Visual Editor' is a WYSIWYG tool that lets you edit content easily without knowing HTML.
Content This is the main area where users create or edit the content of their awareness template.
Source Button: Allows users to switch to the HTML source code view if they need to make changes directly to the HTML.
Formatting Toolbar: Provides a suite of formatting tools, like bold, italic, font size, and color, to style the content.
Styles, Format, Font, Size Menus: These dropdowns provide additional styling options to format the text and content within the editor.
Upload File or Image: This feature lets administrators add images or other files directly into their content.
Preview The preview button enables administrators to see a live preview of the content as it will appear to the end-user when the awareness training is running.
Several elements of the template can be customized to fit your brand, such as the logo, text, and email display options. This guide focuses on the one-page awareness template, which quickly informs users that the email they received was a phishing simulation. It helps reduce panic and offers tips on handling the attack.
After applying your desired customizations, remember to click "Save" to commit the changes. You can then preview the template for inspection.
One-page templates need simple changes to the landing page (index.html) via a visual editor.
Modifying these templates will require an administrator to access the source code for adaptions to pages and/or Quiz questions. The following guide will look at an advanced awareness template -> All about Microsoft 365
Administrators can update the logo on the landing page (index.html) to change it for all training pages.
To change the default color scheme, access the "style.css" file in the "All about Microsoft 365" template.
If you preview and inspect the default template using Developer Tools in your browser, you will be able to identify the related elements.
Each lesson in your template has a corresponding page in the file system.
To quickly identify the HTML file for a page, open index.html in a new tab and use the browser's Developer Tools to find the associated numerical value.
The exam question bank is located in the Lucy file system named exam.js. You can simply navigate to the exam.js file, and search for any keyword in the above question using your browsers search function:
This section enables you to modify the questions and/or answers. You can also indicate which answer is correct based on the numerical value associated with each answer.
It's advisable to use a related to your company to create a sense of familiarity, especially since the user was just successfully phished.
If you need help customizing your templates, please department, and they will create a ticket with our content team to assist you.
