Inserting HSA/FSA Messaging into Existing Email Flows

Adding HSA/FSA messaging to your existing email flows is one of the most effective ways to drive awareness, increase conversion, and improve retention—without relying on discounting.

How long should this take?

1 hour

What you’re doing and why:

By adding HSA/FSA messaging to your automated email flows, you’re:

• Informing members of a new way to save up to 30% with pre-tax dollars—no discounting required

• Helping price-sensitive leads convert

• Encouraging cancelled members to return

• Driving retention and spend from current members

• Creating ongoing awareness of a year-round opportunity—especially during key seasonal windows

When to send: 1–2 emails in the onboarding sequence
Why: New members are most engaged and open to learning about ways to maximize value.

Subject Line Ideas:

• “Save 30% on Your Membership with HSA/FSA—If Eligible”

• “New Member Tip: Use Pre-Tax Dollars for [Brand]”

Sample Copy:

🎉 Welcome to [Brand]! Here’s a tip to get even more out of your membership:

If you have an HSA or FSA account, you may qualify to use those pre-tax funds to reimburse your membership—saving you an average of 30%.

Just complete a quick health assessment through our partner, Truemed. If approved, you’ll get a Letter of Medical Necessity and instructions to submit for reimbursement.

👉 See if you qualify now

When to use: Add to the footer of all automated and manual campaigns
Why: Maintains passive, consistent awareness throughout the customer lifecycle.

Sample Footer:

💡 Did you know you may be able to reimburse your [Brand] membership with HSA/FSA funds?
See if you qualify and save up to 30%

When to send: 1–3 emails in your reactivation series
Why: Pricing is often a cancellation driver—showing how to save post-tax dollars can reignite interest.

Subject Line Ideas:

• “Come Back & Save Big with HSA/FSA—If Eligible”

• “Rejoin and Save 30%: Use Your HSA/FSA on Membership”

Sample Copy:

Thinking about coming back? Now’s a great time.

We’ve partnered with Truemed to help you use HSA/FSA funds to reimburse your membership—potentially saving you 30% or more with pre-tax dollars.

It only takes a few minutes to see if you qualify.

👉 Requalify & Rejoin for Less

When to insert: Final email or on post-cancel confirmation page
Why: Helps reduce churn by addressing price as a barrier and introducing HSA/FSA as a solution.

Subject Line Ideas:

• “Before You Go—Did You Know You Might Qualify to Save an Average of 30%”

• “Your Membership Could Be Reimbursed with HSA/FSA Funds”

Sample Copy:

If cost played a role in your decision to cancel, we have good news:

You may qualify to reimburse your membership with HSA or FSA funds, saving you an average of 30%—no discount codes required.

Just take a quick health survey through our partner, Truemed. If eligible, you’ll receive a Letter of Medical Necessity and instructions to get started.

See if you qualify to save

When to send: Quarterly reminder emails (aligned with seasonal themes like New Year, Tax Season, Open Enrollment, Year-End Deadlines)
Why: Reinforces awareness and drives ongoing engagement and retention.

Subject Line Ideas:

• “New Year, New Savings: Use HSA/FSA for [Brand]”

• “Don’t Miss This: Use Your HSA/FSA Before Year-End!”

• “Tax Season Tip: Save More with HSA/FSA Reimbursement”

Sample Copy:

💸 Maximize your wellness—and your savings.

Many members don’t realize they can reimburse their [Brand] membership using pre-tax HSA/FSA dollars, thanks to our partnership with Truemed.

The process is quick and easy—just answer a few health questions, pay a $20 fee, and if eligible, you’ll receive a Letter of Medical Necessity valid for 12 months.

Don’t miss your chance to save up to 30%.
👉 See if you qualify

• Always link to your HSA/FSA landing page to explain the full process.

• Consider using a QR code in emails or physical collateral for dual-channel visibility.