The Ultimate "Getting Started" Checklist

Follow this step-by-step guide to optimizing your Truemed partnership

☐ 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.

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

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