New Subscriber / Welcome Flow

Edited

How to Add HSA/FSA Messaging to Your Welcome Series

Your welcome email sets the tone for your brand experience. It’s the perfect opportunity to educate new subscribers on how they can save an average of 30% using pre-tax HSA/FSA dollars on eligible purchases.

Sample Welcome Email Copy

One-Time Purchases:

Welcome! Here’s something you might not know: many of our products are eligible for HSA/FSA spending. That means you may be able to use pre-tax dollars to save an average of 30%* on your order.

Just select Truemed at checkout, take a private health survey to confirm eligibility, and pay with your HSA or FSA card.

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

Subscription Orders:

Thanks for joining us! You may be eligible to save even more by using HSA/FSA funds. Many of our products qualify for reimbursement, allowing you to use pre-tax dollars and save an average of 30%* on your purchase if qualified. After checkout, we’ll guide you through a private health survey to obtain a Letter of Medical Necessity. Just submit it to your HSA/FSA provider—most reimbursements are processed within 1–2 weeks.

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


Compliance Reminder

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.