New Year, New You Email Templates: Kick Off 2025 with HSA/FSA-Driven Campaigns
January is a high-intent season for health and wellness purchases—and it also marks the start of a new benefit year. Most customers have just received fresh HSA/FSA funds, and many are making resolutions to prioritize their health. Now’s the perfect time to position your products as smart, pre-tax investments in a healthier year.
Use the plug-and-play email templates below to:
✅ Promote newly available pre-tax funds (~30% average savings)
✅ Align with New Year wellness goals and routines
✅ Drive urgency to act while motivation is high
TL;DR – 3 Things to Add to Your “New Year, New You” Emails for HSA/FSA Revenue:
Promote Fresh Funds: Let customers know they can use newly replenished HSA/FSA dollars to shop now.
Connect to Resolutions: Tap into the natural motivation to start new wellness routines, habits, and health goals.
Use Clear CTAs: Include call-to-actions like “Shop with HSA/FSA” or “Use Your Pre-Tax Dollars” to guide next steps.
Email 1 – New Funds, New You
Subject Line: Fresh HSA/FSA funds? Here’s your healthiest first spend
Header: Start 2025 strong—with pre-tax savings
Body Copy:
A new year means new opportunities to invest in your health—and new HSA/FSA funds to help you do it.
Truemed makes it simple for qualified customers to use HSA/FSA dollars on [Product], saving an average of ~30% with pre-tax funds.
<Insert “How to Check Out with HSA/FSA” copy>
CTA: [Shop Eligible Products]
Email 2 – Health Goals, Pre-Tax
Subject Line: Your 2025 health goals—now with ~30% savings
Header: Invest in your wellness with HSA/FSA funds
Body Copy:
Start the year with smarter spending. If you're eligible, you can use your HSA/FSA funds to pay for [Product]—a qualified health expense—saving ~30% on average.
Truemed makes it easy to get started.
<Insert “How to Check Out with HSA/FSA” copy>
CTA: [Shop With Pre-Tax Dollars]
Email 3 – Make the Most of January
Subject Line: New year. Fresh funds. Big savings.
Header: Don’t let January momentum go to waste
Body Copy:
Most HSA/FSA accounts just renewed—so if you're eligible, you’ve got brand-new pre-tax dollars to spend.
Use them on [Product] to invest in your 2025 health goals and save an average of ~30% with Truemed.
<Insert “How to Check Out with HSA/FSA” copy>
CTA: [Shop Eligible Products Now]
Email 4 – Resolution-Ready Savings
Subject Line: Pay with HSA/FSA funds this January—here’s how
Header: Resolution season meets pre-tax savings
Body Copy:
Your customers are setting health goals—and your product may be exactly what they need to start strong.
Use Truemed to help eligible customers pay with HSA/FSA funds and save ~30% on average.
<Insert “How to Check Out with HSA/FSA” copy>
CTA: [Start Saving Now]
Email 5 – HSA/FSA Approved
Subject Line: Approved by resolutions—and HSA/FSA
Header: Make your healthiest purchase yet—with pre-tax dollars
Body Copy:
[Product] is eligible for payment with HSA/FSA funds for qualified customers.
Truemed makes it easy to check out or get reimbursed for your purchase—saving ~30% on average.
Start the year off right, and shop smarter.
<Insert “How to Check Out with HSA/FSA” copy>
CTA: [Shop HSA/FSA Eligible Products]
How it Works – One Time Purchases
Here’s How You Can Maximize Your Savings:
1. Shop Your Favorites:
Browse our site and add your products to your cart. At checkout, choose Truemed as your payment option and enter your HSA or FSA card information.
2. Complete Health Assessment:
Take a quick, private health survey. A licensed provider will review your answers to determine eligibility.
3. Make Your Purchase:
Pay with your HSA/FSA card or a regular credit card. If you use a regular credit card, follow the guide provided with your LMN to submit your purchase for reimbursement.
How It Works – Subscription Purchases
Here’s How You Can Maximize Your Savings:
1. Make your purchase:
Browse our selection and add your go-to products or new finds to your cart. Do not pay with an HSA/FSA card during checkout. After your purchase, check your confirmation screen or receipt email for a link to the Truemed survey.
2. Complete health assessment:
Take a quick, private health survey that you can find in your order confirmation. A licensed provider will review your answers to determine eligibility. If eligible, you'll receive a Letter of Medical Necessity (LMN) within 1-2 days. Note: The survey must be taken on the same day as your purchase.
3. Submit for HSA/FSA Reimbursement:
Follow the guide included with your LMN to submit your purchase for reimbursement. Claims are usually paid out in 2-4 weeks.