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Email Templates


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Tradepoint allows you to create your own Email templates whether you use HTML or text based email templates. Email templates will be commonly used for:

  • Sales
  • Customer Communications/Service
  • Event Notifications
  • Newsletters
  • Marketing to Leads

Emails can be created within the HTML writer in the Email Templates tool. You can also copy/paste HTML or text code into the Email template and the Email will be saved automatically. Any graphical elements within your Email templates that are in the HTML code that you Copy/Paste will automatically generate within the Email template you generate.

The Email Template window is very simple with the tool bar at the top to build your Email templates in a Word based format and the tabs at the bottom that will allow you to build your email templates using text or html language to do so.

The image below shows an HTML Template that has been copied and pasted into the Email Template tool in Tradepoint.

The tool bar highlighted in the top of the image has tools for formatting and bringing in images into your Email templates. The Design and Source tabs are circled at the bottom of the window.You are seeing the Design view in this image.

Editing can happen in the Design view(what you are seeing) as well as in the Source view of the Email template. This is the easiest way to edit an update your Email templates.

The window view below shows the Source tab. This view will show the HTML code for any email templates that are built. Even if your emails will be text only. The Email template writer will build in any HTML code necessary for that templates.

You can make edits directly within the HTML you see including things like:

  • Changing color of text, borders and backgrounds
  • Adding text and content
  • Adding/Editing hyper links to resources or web pages

The Email template tool will allow you to build from scratch or copy/paste existing email templates easily. Full graphics capabilities exist as well as the ability to embed links to web pages, documents and other resources in your email templates.


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