Aller à :navigation, rechercher
Wiki







































Creation of Customer Master Data

Last adaption: 02.2026

notempty
This article refers to a Beta version
-
Access: ' ‍


Master Data

Caption Value Description [[Datei: ]]
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
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://
    [[Datei: ]]
    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).
       Optional: Delivery times can be customized individually [[Datei: ]]
    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 [[Datei: ]]
    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 [[Datei: ]]
    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
    [[Datei: ]]
    Here, text templates can be edited
    Customer text templates can also be edited

    Custom Placeholders

    Individuelle Platzhalter
    Caption Value Description
    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.

    [[Datei: ]]
    Overview of All Existing Placeholders
    List View
    The list view shows all custom placeholders [[Datei: ]]
    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) [[Datei: ]]
    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

    The list view shows all recipients of notifications [[Datei: ]]
    All notification recipients in the list view
    Edit Notifications
    Delete Notifications