Customer Master Data

Creation of Customer Master Data

Last adaption: 02.2026

notempty

This article refers to a Beta version

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Master Data

Caption	Value	Description
Caption	Value	Description	Customer Master Data
Company	TTT-Point AG	Synchronized by Securepoint and therefore cannot be edited
Salutation	-	Select Salutation
First Name	Lisa	Optional: Enter the first name
Last Name		Synchronized by Securepoint and therefore cannot be edited
Street	Bleckeder Landstraße 28
Postal Code	21337
City	Lüneburg
Phone	01234-567890	Entry of up to 2 phone numbers possible
Phone 2	09876-54321	Entry of up to 2 phone numbers possible
Email	lisa@ttt-point.de	Enter the customer's email address

Domain	tttpoint.de	The domain of the homepage (required, for example, for sending phishing campaigns) Note Enter the domain without www. or https://	Additional customer master data
Signature	TTT-Point AG Bleckeder Landstr. 28 21337 Lüneburg Tel.: 12345/6789-10	The signature can be created and edited using the editor. It is automatically used in system emails (e.g., training invitations and email delivery checks). The signature can be used in phishing templates with the placeholder {Signatur} in the respective emails
Logo	Browse...	Upload the customer logo
Settings
Delivery Times	Adopt reseller's delivery times [...]	The delivery times for phishing emails sent to employees (default setting for all phishing campaigns).
Delivery Times		Optional: Delivery times can be customized individually	Individual Settings for Delivery Times
			Individual Settings for Delivery Times
Campaign Report Delivery	1 day (default) 1 hour 3 hours 1 day 3 days 1 week	Determines when the automatic report of a session is sent to recipients after the last email of a session is dispatched	Additional Customer Master Data
Campaign Abort Rate	50% (default)	Percentage of failed phishing email delivery attempts at which a phishing campaign is automatically aborted. The rate can be adjusted in 5% increments from 0% to 100%.
Training Reminder Days	Standard (10 days) Do not send reminders 1–99 days	After a successful phishing attempt: Remind employees after period X to complete the training if it has not yet been successfully finished.
Default Training	Introduction to IT Security (Explained in Person)	Specifies which training an employee should be invited to by default after a successful phishing attempt. This can also be set individually in the campaign template used. The default training is Password Security. Additional training options are also available.
Training Certificate Template	Use Default Template	Use the standard template. If the checkbox is disabled, additional standard templates are available for selection. Custom templates can also be created using a downloadable template and uploaded	Select a training certificate template or integrate a custom template
	Save Changes	Save the customer's master data

Settings Einstellungen
Text Templates (Customer) Text-Vorlagen Kunde			Here, text templates can be edited
Customer text templates can also be edited			Here, text templates can be edited
Custom Placeholders Individuelle Platzhalter
	Create	Create a recipient for email notifications. A new dialog will open.
Placeholder Platzhalter
Placeholder	managing director	Enter the placeholder name
Value	Managing Director	Enter the content for the placeholder
Usage of the placeholder in emails with curly braces, e.g.: {geschaeftsfuehrer}
Using the buttons Save or Save & New You can either Save a placeholder, or Save the placeholder and create a new one
Show All Placeholders Show All Placeholders
notempty Diese Ansicht ist ausschließlich dann verfügbar, wenn man einen Platzhalter anlegt und auf Speichern klickt! Clicking opens a new window displaying all existing placeholders—including custom ones. This list can be downloaded by clicking the Download Placeholder List button.			Overview of All Existing Placeholders
			Overview of All Existing Placeholders
List View Listenansicht
The list view shows all custom placeholders			List view of custom placeholders
			List view of custom placeholders
Recipient Empfänger
Create	Create a recipient for email notifications. A new dialog will open.
Empfänger
Caption	Value	Description
Salutation	Mr.	Select Salutation
First Name	Frank	Enter the first name of the email recipient
Last Name	Latza	Enter the last name
Email	frank@ttt-point.de	Enter the customer's email address
Notifications

All email notifications are disabled by default. They can be selectively enabled using the toggle button. When enabled, detailed settings can often be configured.
Phishing		Send a notification when a manual session or an interval in an automated campaign has ended (e.g., weekly or monthly)	Add Recipients for Notifications
Darkweb		Send a notification upon completion of a dark web scan. Additional configuration options are available.
Mail Delivery Failure		Send a notification if a phishing email fails to be delivered
Campaign Abort		Send an automatic notification if a campaign is aborted due to too many failed delivery attempts
Microsoft User Synchronization		Send a notification when employee contacts are updated via Microsoft user synchronization (new contact added or existing contact deleted)
Using the buttons Save or Save & New You can either Save a recipient, or Save the recipient and add a new one

Listenansicht
The list view shows all recipients of notifications			All notification recipients in the list view
		Edit Notifications
		Delete Notifications

Master Data

Settings

Text Templates (Customer)

Custom Placeholders

Placeholder

Show All Placeholders

List View

Recipient