Truemed Launch Toolkit

Follow this step-by-step guide to optimizing your Truemed partnership

☐ Create an HSA/FSA Eligible Product Collection

☐ Create a High-Converting Landing Page

• Use our Landing Page Guide to design a page that drives conversions.

• Access our Figma Template to simplify the creation process.

☐ Ensure the PDP Widget and Truemed Payment App are Installed

☐ Add a Banner to your Homepage announcing HSA/FSA eligibility

☐ Update FAQs on your site to answer questions about HSA/FSA eligibility

☐ Add Checkout Messaging for Subscription Products

☐ Send a Launch Email announcing the partnership

☐ Test HSA/FSA Paid Ads (consistently reported by our partners to be their top performing paid advertising)

☐ If you use SMS marketing, use our templates to spread the news about HSA/FSA savings

☐ Add a social story highlight about HSA/FSA eligibility (use our copy and/or pre-designed templates to make it easy!)

☐ Grab caption copy for your social post announcement

☐ Review Seasonal HSA/FSA Messaging Resources