Optimization Checklist

This checklist outlines the exact strategies top Truemed performers use to maximize revenue. From site updates to email campaigns and ads, these proven steps make it simple to highlight HSA/FSA eligibility and capture more year-round sales.

☐ Create a High-Converting Landing Page

• Use our Landing Page Guide to design a page that drives conversions.

• Access our Figma Template to simplify the creation process.

☐ Ensure the PDP Widget and Truemed Payment App are Installed

☐ Add a Banner to your Homepage announcing HSA/FSA eligibility

☐ Update FAQs on your site to answer questions about HSA/FSA eligibility

☐ Send a Launch Email announcing the partnership

☐ Send monthly or quarterly Steady State Emails to remind customers of HSA/FSA payment

☐ Add an "HSA/FSA Eligible" Footer to all emails

☐ Ensure year-round HSA/FSA messaging:

• Make sure your marketing team incorporates these seasonal strategies into HSA/FSA-focused email campaigns throughout the year(especially in Q4, when the overwhelming majority of HSA/FSA funds are spent!)

• In the Seasonal Marketing Guide, you'll find templates, sample messaging, and strategy to add to your marketing calendar.

☐ Test Paid Ads Featuring HSA/FSA Spend

• Follow our Paid Ads Guide to create high-converting campaigns (and find our seasonal ad templates here).

• Optimize ad creatives to highlight the benefits of HSA/FSA spending.

☐ Share social posts announcing & reminding your customers of HSA/FSA payment.