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 Design Templates
Email Copy Templates
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]
*Truemed is for qualified customers. HSA/FSA tax savings vary. Learn more at truemed.com/disclosures. To see your estimated savings, check out the TrueSavings Estimator.
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 an average of 30%.*
Truemed makes it easy to get started.
<Insert “How to Check Out with HSA/FSA” copy>
CTA: [Shop With Pre-Tax Dollars]
*Truemed is for qualified customers. HSA/FSA tax savings vary. Learn more at truemed.com/disclosures. To see your estimated savings, check out the TrueSavings Estimator.
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]
*Truemed is for qualified customers. HSA/FSA tax savings vary. Learn more at truemed.com/disclosures. To see your estimated savings, check out the TrueSavings Estimator.
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 an average of 30%.*
<Insert “How to Check Out with HSA/FSA” copy>
CTA: [Start Saving Now]
*Truemed is for qualified customers. HSA/FSA tax savings vary. Learn more at truemed.com/disclosures. To see your estimated savings, check out the TrueSavings Estimator.
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 an average of 30%.*
Start the year off right, and shop smarter.
<Insert “How to Check Out with HSA/FSA” copy>
CTA: [Shop HSA/FSA Eligible Products]
*Truemed is for qualified customers. HSA/FSA tax savings vary. Learn more at truemed.com/disclosures. To see your estimated savings, check out the TrueSavings Estimator.
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.
2. Complete Health Assessment:
Take a 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 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 24 hours. 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.
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.