Marketing HSA/FSA Year-round
Seasonal messaging is critical for HSA/FSA because spending surges during key moments throughout the year—when motivation is high and customers are ready to use their pre-tax dollars.
Site Optimization
Seasonal Site Banners
Banners offer a quick, high-visibility way to announce HSA/FSA eligibility during critical spending seasons. Use the one-liners below to create compli...
HSA/FSA Blog Post
Publishing a blog post about HSA/FSA eligibility is one of the highest-leverage things you can do to increase awareness that your products are HSA/FSA...
Seasonal Homepage Feature
Your homepage is one of the highest-impact places to highlight HSA/FSA eligibility—especially during key seasonal moments when customers are actively ...
Add “HSA/FSA Eligible” Filters or Badges to Your Products
Making it easy for customers to find HSA/FSA-eligible products is one of the simplest ways to increase conversion rates and build trust. By adding cle...
Email Marketing Campaigns
Open Enrollment: Overview & Email Campaign Templates
Open Enrollment is one of the most important—but overlooked—opportunities to educate your customers about Health Savings Accounts (HSAs) and Flexible ...
BFCM Email Templates: Stack HSA/FSA Savings with Your Holiday Campaigns
Black Friday Cyber Monday is one of your biggest revenue opportunities of the year—and they’re also some of the best times for eligible customers to u...
FSA Expiration Email Templates: Drive Year-End Urgency with Truemed
Each year, billions in FSA funds go unspent—and forfeited. In fact, about 47% of FSA participants forfeited unused funds in 2023 , averaging $422 pe...
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 receive...
Email Lifecycle Marketing
HSA/FSA Headers & Footers
Adding HSA/FSA language to your email templates is one of the easiest ways to increase awareness and drive conversion. Merchants who consistently incl...
Abandoned Cart Updates
Many shoppers abandon their carts due to price hesitation or uncertainty. Highlighting that your products may be HSA/FSA eligible—allowing customers t...
Additional Resources
Social Media Highlight Templates
Reach health-conscious shoppers with easy-to-share HSA/FSA tips, savings info, and eligibility reminders. Use the copy below to design an instagram hi...
Influencer Scripts
Looking to amplify your seasonal HSA/FSA campaigns with influencer or creator content? These ready-to-use video scripts are designed to make it easy f...
Seasonal SMS Campaigns
Increase conversion across key moments with short, high-impact texts. SMS is one of the fastest ways to drive action during seasonal spending opportun...
Watch Our Q4 Webinar: Maximize HSA/FSA Revenue This Q4
Missed our live session? No problem. You can now watch the full recording of our latest webinar— “Maximize HSA/FSA Revenue This Q4” —on demand. 📺 Cl...