HSA/FSA Promotion: Seasonal Planning

Enhancing your marketing strategy by aligning key messaging and best practices with each quarter can effectively promote HSA/FSA spending among your customers. Below is a comprehensive guide to quarterly strategies:

Best Practices

• Email Footer Integration: Embed a footer in all marketing emails to inform customers about HSA/FSA payment options, ensuring consistent awareness.

• Dedicated HSA/FSA Email Campaigns: Initiate monthly emails focused on HSA/FSA spending to help customers associate your brand with these benefits.

Key Messaging

• New Year, New You: Encourage customers to invest in their health as part of their New Year's resolutions, highlighting products eligible for HSA/FSA spending.

• Replenished Funds Reminder: Inform customers that their HSA/FSA funds have been replenished for the new year, prompting them to utilize these benefits early.

Best Practices:

• Educational Content: Provide informative content about the tax advantages of HSA/FSA spending, helping customers understand the financial benefits. Find a graphic to incorporate here.

• Customer Testimonials: Share success stories from customers who have benefited from using HSA/FSA funds on your products, building trust and credibility.

Key Messaging:

• Tax Season Insights: Leverage tax season to educate customers on the pre-tax benefits of HSA/FSA spending, emphasizing how they can maximize their tax savings.

Best Practices:

• Open Enrollment Preparation: Guide customers in planning their health benefits for the upcoming year, offering resources to help them make informed decisions.

• Seasonal Health Promotions: Promote products that support immunity and overall health, aligning with back-to-school and upcoming cold and flu season concerns.

Key Messaging:

• Plan Ahead for Benefits: Encourage customers to prepare for open enrollment by educating them on maximizing their health benefits for the following year.

• Immunity Support: Highlight the importance of strong health routines, made more affordable with HSA/FSA payment options, especially during the approaching cold and flu season.

Best Practices:

• Urgency-Driven Campaigns: Implement marketing campaigns that create a sense of urgency, reminding customers of the impending expiration of FSA funds.

• Prominent Website Banners: Place banners on your website emphasizing the "Use It or Lose It" aspect of FSA funds to capture customer attention.

• Special Promotions: Offer exclusive deals during events like Black Friday, encouraging customers to utilize their HSA/FSA funds for additional savings.

Key Messaging:

• Open Enrollment Reminders: Prompt customers to select their HSA/FSA contributions for the upcoming year during open enrollment periods.

• FSA Deadline Alert: Drive urgency by reminding customers that FSA funds expire at the end of the calendar year, encouraging them to make purchases to avoid losing their benefits. Find copy templates here.

• Stack Your Savings: Promote combined savings opportunities during Black Friday, highlighting how customers can maximize discounts by using their HSA/FSA funds.

See our full Q4 Promotional Guide.

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