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Creating a phishing simulation
Creating a phishing simulation

Creating a phishing simulation

Learn how to create and deploy a phishing simulation using the uPhish template library.
Jordan Daly avatar
Written by Jordan Daly. Updated over a week ago

Creating a phishing simulation using the uPhish template library

Creating and sending your phishing simulation is quick and simple. Here's how to launch a uPhish campaign in five simple steps:

  1. Choose your theme

  2. Choose your email

  3. Configure your simulation

  4. Select recipients & scheduling your simulation

  5. Set up inline training for compromised users

IMPORTANT NOTE: Please ensure you have configured your email allow-listing to ensure your simulated phishing email will reach your end users.

Getting started

To get started with creating your phishing campaign, simply sign into your usecure portal > hover over the 'uPhish' tab within the navigation bar > then select 'Create Simulation'.


Step One - Choosing your landing page

First, you will need to choose a landing page for your simulated phishing campaign. You will see pre-built uPhish templates on this page, but if you have created custom landing pages you can see them by scrolling down to the Your Saved Templates section.

You can filter landing pages by language and region to easily find the ones most suitable for your organisation.

Step Two - Choosing your email

If you chose one of the uPhish landing page templates, you will see appropriate email templates to fit the landing page's theme. You will also be able to select from all your custom templates by scrolling down to the Your Saved Templates section.

Step Three - Configuring your simulation

Now you're able to configure your simulation by editing the following:

  • Simulation name

  • Subject line

  • Sender & sender domain

  • Landing domain


You'll also be able to quality check your campaign with the 'send test email' option at the bottom of the page.

Step Four - Selecting recipients & scheduling your simulation

In this step, you're able to select your recipients and choose the send date/ time of your simulation.

Note:

  • Selecting recipients - Using the two drop-down menus under 'select recipients', you can choose from individual recipients or your pre-made groups (e.g., HR Staff)

  • Staggered email send - To avoid a high number of users receiving your simulation at the same time, you'll have the option to select how many hours your email will distributed over.

Step Five - Setting up inline training for compromised users

You can optionally choose to automatically send additional training modules to users who become compromised in the simulation. You can do this by selecting an Inline Training module in this step.

We recommend you use the Phishing Micro Training module which is specifically built for this purpose. It explains to users why they are receiving the additional training, why it's important to look out for phishing, and what signs they should look out for. You can, however, choose any uLearn module you wish - including custom ones you've created yourself.

Finally, click 'Create Simulation' to deploy your campaign.

Next steps

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