Drive More HSA/FSA Sales with SMS

Edited

SMS is one of the most effective ways to remind customers they can use their HSA/FSA funds with your brand. It’s fast, high-converting, and perfect for quick updates—especially when customers are low on time or unaware of their benefits.


Why SMS Works for HSA/FSA Messaging

  • It’s direct: Customers open and read texts within minutes.

  • It’s educational: Most shoppers don’t know your products are eligible.

  • It’s timely: Great for Q1 resolutions, Q2 wellness check-ins, and Q4 “use it or lose it” reminders.


Sample SMS Copy Templates

Intro Message (general use):

Did you know you can use your HSA/FSA to shop with us? Save an average of 30% with tax-free dollars!

Promo Campaign:

Use your HSA/FSA funds to shop tax-free! Our Spring Wellness Sale is live—save an average of 30% on every order.

Restock Reminder:

Back in stock: [Product Name]. Use your HSA/FSA dollars before they expire—save an average of 30%!

Year-End Urgency:

Don’t lose your HSA/FSA dollars! Use them before 12/31 and save an average of 30% on [Your Product Category].


🔁 When to Send HSA/FSA SMS Messages

  • New product drops or restocks

  • Major sales or seasonal campaigns (Q1, Q2, Q4)

  • End-of-month and end-of-year reminders

  • Post-purchase upsell or reminder flows


Best Practice: Link to Your HSA/FSA Collection & Landing Page

Always include these in your SMS messages:

  1. Your HSA/FSA-eligible product collection

  2. Your HSA/FSA landing page

This helps shoppers quickly find what qualifies—and convert with confidence.


Pro Tip

Running an SMS campaign? Add HSA/FSA messaging to your email and paid ads at the same time for maximum impact.