Before you begin

  • A basic understanding of phishing and email-based threats.
  • Access to an Encrisoft account to explore the platform's phishing simulation features.
  • Appropriate permissions to create, configure, or review phishing simulations, where applicable.

What Are Phishing Simulations?

Knowing what phishing looks like and recognising it in your inbox are two different skills.

An employee might know never to share a password through email, yet still click a link in a message that appears to come from a trusted service. Someone else might recognise an obviously suspicious message but struggle to spot a carefully worded email that creates a sense of urgency. This is one of the challenges organisations face when building cybersecurity awareness. Employees can learn the theory, but how does an organisation understand whether that knowledge translates into everyday decisions? Phishing simulations offer a practical way to explore that question.

A phishing simulation is a controlled exercise in which an organisation sends simulated phishing emails to selected employees to assess how they respond. These emails imitate common social engineering tactics, such as urgent requests, account notifications, or messages designed to encourage recipients to click a link without thinking carefully. Unlike genuine phishing attacks, simulations are conducted for security awareness purposes. They allow organisations to observe employee responses without relying on an actual malicious attack to reveal potential weaknesses. In Encrisoft, organisations can create phishing simulations, select their intended audience, configure when and how a campaign runs, and review the results afterwards. These insights can help administrators understand how employees respond to simulated threats and identify where additional awareness or training may be useful. The goal isn't to catch employees making mistakes. It's to help organisations understand where their security awareness efforts are working and where there is room for improvement.

Illustration of a simulated account verification email using an urgent message and a suspicious link to demonstrate common phishing warning signs.

Why Do Organisations Run Phishing Simulations?

Cybersecurity training can explain common phishing techniques, but employees still need opportunities to apply what they've learned. Consider an email claiming that an employee's account will be suspended unless they verify their details immediately. The message creates urgency and encourages the recipient to act before examining the request carefully. An employee who understands phishing in theory might still be tempted to click. A simulation gives an organisation a controlled way to examine how people respond to scenarios like this.

Phishing simulations can help organisations:

Identify security awareness gaps. Simulation results can reveal patterns in employee responses and highlight areas where further guidance may be helpful.

Make training more practical. Employees have an opportunity to encounter simulated scenarios rather than learning about phishing exclusively through presentations or written materials.

Inform future training. Administrators can use the findings to identify topics that deserve more attention and make subsequent awareness activities more relevant.

Monitor progress over time. Reviewing results from different exercises can help organisations understand how employee responses change and where additional support may be needed.

Encourage safer workplace habits. Repeated opportunities to recognise suspicious messages can reinforce the importance of checking unexpected requests, examining links carefully, and verifying unusual instructions. A simulation is most useful when its results lead to meaningful action. Sending an email campaign is only part of the process; understanding what the responses reveal is where the real learning begins.

How Do Phishing Simulations Work in Encrisoft?

Encrisoft provides a structured workflow for creating phishing simulations. The process guides administrators through selecting a scenario, choosing an audience, configuring the campaign, and reviewing the details before launch.

1. Choose a Phishing Scenario

Every simulation starts with a scenario that determines the type of email employees will receive. The scenario should reflect a situation that helps employees practise recognising deceptive messages. It might imitate a routine account notification, an unexpected request, or another familiar workplace interaction. Encrisoft provides a template-based option for creating simulations. Where AI generation is enabled for an organisation, administrators may also be able to generate scenario content with AI assistance. If AI generation is unavailable, they can continue by selecting Use a Template. The important thing is to choose a scenario that serves a clear awareness objective. A simulation should help employees practise recognising phishing tactics, not simply confuse them.

2. Select the Audience

Once the scenario is selected, the next step is deciding who should receive the simulated emails. Encrisoft allows administrators to select the intended audience for a campaign, helping them choose the employees or groups who will participate. The audience should match the purpose of the exercise. An organisation might run a simulation for selected employees or a wider group, depending on what it wants to assess. Choosing the audience carefully also helps administrators interpret the results in context. The findings from one team may highlight different learning needs from those of the organisation as a whole.

3. Configure the Simulation

After selecting the scenario and audience, administrators configure how and when the simulation will run. These settings determine how the campaign is carried out. Reviewing them carefully helps ensure that the exercise aligns with the organisation's objectives and is appropriate for its intended audience. Before proceeding, check that the selected scenario, recipients, and configuration reflect what you want the simulation to achieve.

4. Review Before Launching

Before launching or scheduling the campaign, Encrisoft provides a review stage where administrators can confirm the selected scenario, audience, and configuration. This is an opportunity to catch mistakes before the simulation begins. Are the intended recipients correct? Is the chosen scenario appropriate? Do the configuration settings match the planned exercise? Taking a moment to review these details can prevent avoidable errors and help the campaign run as intended. Once the simulation has been launched, administrators can return to it to review its targets and results.

What Can Simulation Results Tell You?

The results of a phishing simulation provide information about how employees responded to a particular exercise. Understanding those results requires more than looking at a single number. For example, if several employees interact with a simulated phishing link, the findings may indicate that additional guidance on suspicious links or urgent email requests would be useful. If employees recognise and report simulated phishing messages, those responses can also provide valuable insight into how they apply their security awareness knowledge. However, a single simulation cannot tell you everything about an employee's cybersecurity knowledge or behaviour. The scenario, intended audience, and context of the exercise all matter when interpreting the findings.

Illustration showing three stages of a phishing simulation: a simulated email is sent, an employee interacts with the email, and an employee recognises and reports it as suspicious.

Rather than treating an individual result as a definitive judgement, organisations should look for patterns and ask practical questions:

  • Which phishing techniques appear to be most challenging for employees?
  • Where could additional awareness training make a difference?
  • Are employee responses changing across successive simulations?
  • What should the organisation focus on in its next security awareness activity?

These questions help turn simulation results into useful information that can guide future decisions.

The point isn't simply to discover who clicked. It's to understand what the results can teach your organisation.

What Happens When an Employee Fails a Simulation?

First, a failed simulation should not automatically be treated as proof that an employee is careless or incapable of recognising threats. People make mistakes, particularly when a message looks familiar, creates urgency, or arrives during a busy working day. A simulation provides an opportunity to identify where additional guidance may be useful. For example, an employee who interacts with a simulated phishing link might benefit from learning how to inspect a link's destination, recognise unusual requests, or verify messages before taking action. Encrisoft can support follow-up training after a simulation failure where the organisation's plan and remediation settings allow it. This gives organisations a way to connect simulation findings with further learning. The appropriate response depends on what the exercise reveals. If a particular phishing technique appears to confuse several employees, broader awareness training may help. If the findings point to a more specific learning need, more focused guidance may be appropriate. The goal is improvement, not punishment. Employees should be encouraged to learn from these exercises and develop better habits rather than feel that one mistake defines their ability to recognise threats.

Phishing Simulations and Security Awareness Training: What's the Difference?

Phishing simulations and security awareness training work well together, but they serve different purposes.

Training teaches employees what to look for. Simulations help organisations assess how employees respond to selected scenarios.

Training can explain common phishing techniques, demonstrate warning signs, and teach employees how to respond to suspicious messages. A simulation provides an opportunity to observe how employees apply that knowledge in a controlled exercise. Neither approach replaces the other. Training without practical assessment may leave an organisation uncertain about how employees respond to simulated threats. Simulations without appropriate follow-up training may identify areas for improvement without providing the guidance needed to address them. When combined, the two approaches can support a more effective security awareness programme. Training provides knowledge, simulations create opportunities to apply it, and the findings help organisations identify where further learning may be useful.

Getting More Value From Phishing Simulations

Running a simulation is only one part of building stronger security awareness. What happens before and after the campaign matters just as much. Start with a clear objective. Decide what the exercise is intended to assess before selecting a scenario. Choose relevant scenarios. The exercise should help employees practise recognising meaningful phishing tactics rather than rely on confusion for its own sake. Review the results thoughtfully. Look for patterns and opportunities for improvement instead of focusing exclusively on individual failures. Follow up with appropriate training. Use the findings to identify where additional guidance could help employees make safer decisions. Repeat the process over time. Security awareness develops through continued learning and practice, not a single campaign. Simulations should also be authorised and managed responsibly. Organisations should consider employee privacy, internal policies, and the potential impact of their chosen scenarios when planning exercises. When these principles guide the process, phishing simulations become a useful part of an ongoing effort to improve how employees recognise and respond to deceptive messages.

The Real Value Is What Happens After the Click

A phishing simulation is not valuable simply because an email was sent or a campaign was completed. Its value lies in what an organisation learns from employee responses and what it does with that knowledge. When the findings lead to more relevant training, better-informed decisions, and stronger security habits, the exercise has served its purpose. Encrisoft helps organisations examine employee responses in a controlled environment and use those findings to inform their security awareness efforts. Combined with thoughtful follow-up and continued training, phishing simulations can help organisations make meaningful progress in reducing human cyber risk. No single exercise can guarantee that every employee will recognise every future phishing attempt. Attack techniques change, messages become more convincing, and even experienced professionals can overlook warning signs. But organisations can prepare their people to question unexpected requests, recognise suspicious links, and pause before taking actions that could put sensitive information at risk.

Because the ultimate goal isn't to build a workforce that never makes a mistake. It's to build one that knows how to recognise a threat, make a safer decision, and respond appropriately when something goes wrong. A simulated phishing email is practice. The real test is what your people do when the stakes are real.