The end of the year brings three major revenue drivers: Open Enrollment, the FSA deadline, and New Year, New You. Open Enrollment in the fall is a key moment to educate shoppers as they fund new HSA/FSA accounts. FSA funds must be used by December 31, creating urgency that drives a surge in tax-free spending across the final weeks of the year. 

And it doesn’t stop in December—January brings a fresh wave of opportunity as customers start the year with replenished HSA/FSA funds and health-focused resolutions. Brands that maintain momentum into Q1 can capture early-year spend with “New Year, New You” messaging and smart re-marketing.

Below, you’ll find copy suggestions & templates for HSA/FSA messaging at each key seasonal opportunity.

✔ Permanent Placement In Site Navigation or Footer

• Highlight HSA/FSA Access in Your Site Navigation or Footer
  → Site Nav and Footer Copy

✔ Blog Posts

• Remind customers of HSA/FSA eligibility and boost SEO to attract qualified customers
  → Get a template
  

✔ Open Enrollment (Sept–Oct)

• Launch a campaign reminding customers that now is the time to fund their HSA/FSA accounts
  → Get Sample Campaign Copy | Designed Templates

✔ End-of-Year (Dec)

• Emphasize FSA expiration urgency
  → Get Sample Campaign Copy | Designed Templates

✔ New Year, New You (Jan)

• Remind customers with new years resolutions and freshly replenished HSA/FSA accounts to shop your eligible products
  → Get Sample Campaign Copy | Designed Templates

✔ Lifecycle Email Updates

• Add HSA/FSA messaging to your header/footers
  → Get Sample Copy
  
  

✔ In Studio Collateral

• Promote HSA/FSA eligibility with your gym / club / studio
  → Get QR Flyer Instructions and Copy

✔ End-of-year FSA Expiration Campaigns

• Drive urgency in final 2 weeks of the year
  → Get Designed Ad Templates + Compliant Copy

✔ New Year, New You Campaigns

• Promote HSA/FSA savings in paid social and search
  → Get Designed Ad Templates + Compliant Copy

✔ Instagram Story Templates

• Add “HSA/FSA” to your story highlights
  → Get Designed Highlight Templates

✔ Watch On-Demand: EOY & New Year, New You Campaign Walkthrough

Hear from Truemed’s Head of CS, Chantel Hopper, about best practices for Q4 promotion
→ Watch Now