Combo Email Templates: Stack HSA/FSA Savings with Any Promotion

No matter the season, your promotions are powerful opportunities to boost conversion—and even more so when paired with HSA/FSA eligibility. By highlighting that eligible customers can use pre-tax HSA/FSA funds in addition to your existing promo, you empower them to save an average of 30% on top of your offer.

Below are plug-and-play email templates you can adapt for any sale or seasonal campaign—whether it’s a summer sale, product launch, or New Year promotion. Each includes one-time purchase and subscription purchase versions for checkout flows that differ.

1. Promote Stackable Savings: Highlight that eligible customers can combine your promo with pre-tax savings through HSA/FSA.

2. Explain How It Works: Add a short “How It Works” section or link to your landing page with HSA/FSA checkout instructions.

3. Use Clear CTAs: Drive action with calls-to-action like “Shop & Save with HSA/FSA” or “Use Pre-Tax Dollars.”

Subject Line:
[Insert Your Promo] + HSA/FSA Savings = Your Smartest Spend

Header:
Double down on savings

Body Copy:
Our [Insert Your Promo] is live—and if you have an HSA or FSA, you may be eligible to stack that deal with pre-tax savings.

Truemed makes it simple for qualified customers to pay with HSA/FSA funds and save an average of 30%*.

<Insert “How to Check Out with HSA/FSA” copy (linked below)>

CTA: [Shop & Stack Savings]

*Truemed is for qualified customers. HSA/FSA tax savings vary. Learn more at truemed.com/disclosures. To see your estimated savings, check out the TrueSavings Estimator.

Subject Line:
Save even more with HSA/FSA + [Insert Your Promo]

Header:
Two ways to save. One smart purchase.

Body Copy:
Eligible customers can save on two fronts:

✅ Our [Insert Your Promo]
✅ 30%* savings on average when you pay with HSA/FSA funds

<Insert “How to Check Out with HSA/FSA” copy (linked below)>

Use Truemed at checkout to pay with pre-tax dollars.

CTA: [Shop Eligible Products]

*Truemed is for qualified customers. HSA/FSA tax savings vary. Learn more at truemed.com/disclosures.

Subject Line:
Your health—and your wallet—win

Header:
Spend smarter with stacked savings

Body Copy:
Use this promotion to invest in your health. Our [Insert Promo] is live, and if you’re eligible to use HSA/FSA funds, you could save an additional 30% on average*.

<Insert “How to Check Out with HSA/FSA” copy (linked below)>

CTA: [Shop Eligible Products Now]

*Truemed is for qualified customers. HSA/FSA tax savings vary. Learn more at truemed.com/disclosures.

Subject Line:
Don’t leave money on the table this [Insert Promo Name]

Header:
Eligible customers save an average of 30% on top of current deals

Body Copy:
<Insert “How to Check Out with HSA/FSA” copy (linked below)>

Once approved, you’ll not only benefit from our [Insert Promo Name] discounts but also enjoy additional savings of 30% on average* by using your HSA/FSA funds.

CTA: [Shop Eligible Products →]

*Truemed is for qualified customers. HSA/FSA tax savings vary. Learn more at truemed.com/disclosures.

Header:
[Insert Your Promo]
Save even more when you pay with HSA/FSA funds

Hero Text:
INVEST IN YOUR HEALTH—AND SAVE WHILE YOU’RE AT IT

Subheader:
Save 30%* on Average When You Pay with HSA/FSA

Body Copy:
Use your pre-tax dollars to shop [Insert Product/Brand] and stack your [Insert Promo Name] savings. Truemed makes it easy for qualified customers to pay with HSA/FSA funds.

<Insert “How to Check Out with HSA/FSA” copy (linked below)>

Once approved, you’ll not only benefit from our current promotion but also enjoy additional savings of 30% on average by using your HSA/FSA funds.

CTA: [Start Saving]

*Truemed is for qualified customers. HSA/FSA tax savings vary. Learn more at truemed.com/disclosures.

Here’s how to maximize your savings:

1. Shop the Sale:
   Add your discounted products to cart. At checkout, select Truemed as your payment option.

2. Complete Health Assessment:
   Take a private health survey. A licensed provider will review your answers to determine eligibility.

3. Make Your Purchase:
   Pay with your HSA/FSA card or a regular credit card. If you use a regular card, follow the guide provided with your LMN to submit your purchase for reimbursement.

1. Make Your Purchase:
   Add your favorite subscription items to cart and check out as usual (not with an HSA/FSA card).

2. Complete Health Assessment:
   After checkout, complete the Truemed survey linked in your order confirmation email or screen. A licensed provider will review your answers to determine eligibility.

3. Submit for Reimbursement:
   If eligible, you’ll receive a Letter of Medical Necessity (LMN) within 12 hours. Follow the included guide to submit your claim for reimbursement (typically processed in 2–4 weeks).

Following Truemed’s compliance guidelines protects customers from misleading claims and keeps your brand aligned with IRS/HSA/FSA rules, reducing the risk of ad rejections or takedowns. It also preserves trust and lowers the chance of disputes or chargebacks by setting accurate expectations about eligibility and savings.

Please include our compliance disclaimer on any HSA/FSA messaging:

*Truemed is for qualified customers. HSA/FSA tax savings vary. Learn more at truemed.com/disclosures

If the disclaimer is missing or if your ad copy is misleading, incomplete, or otherwise non-compliant with the law or your agreement with Truemed, we may ask you to update or remove the asset. If you’d like our team to review marketing assets prior to go-live, email us at merchants@truemed.com.

Need more guidance on what you can say about HSA/FSA? Review the Compliant HSA/FSA Messaging Guide and remember to add our required disclaimer with any savings claims.