In this article, we will explain how to manually add and edit recipients. You can create a recipient manually in your address book, enabling them to receive phishing campaigns and training courses.
Recipients can be added and edited manually, bulk imported using a CSV file, or automatically synchronised using Active Directory, Azure, or Google Active Directory.
How To Add Recipients
- From the Phishing Tackle Dashboard, navigate to 'Address Book' and click on 'Recipients'.
- Click 'ADD RECIPIENT'.
- Enter the Recipient's basic information and Tag(s), then hit SAVE
If we know which tags the Recipient will need we can add them now, if not we can add them later.
NOTE: You cannot add a Recipient from an unverified domain unless your account has been configured to accept external recipients. If you need to add a new domain to your Phishing Tackle account, read this article.
How To Edit Recipients
There are many reasons as to why you may need to edit your recipient. such as changes in email, job title, legal name, or mistakes made during the initial addition. Here's how you can edit recipients:
- From the main dashboard, under 'Address Book,' click on 'Recipients'.
- Click the drop-down menu to the left of the recipient and hit Edit Recipient.
- Once you have selected 'Edit Recipient' the screen below will be displayed. You can add additional information for each recipient. Email template placeholders can be configured to reference data stored on this page.
- After adding the information you want to use, click 'Save' at the top right of the screen. Once this is done, you have successfully edited your recipient!
Please let us know if you require any further assistance, you can contact our support team by clicking here. Or by sending an email to support@phishingtackle.com