HSA/FSA Promotion: Seasonal Planning | Truemed Merchant Help Center

Key Messaging & Best Practices by Quarter

Best Practices

Email Footer Integration: Embed a footer in all marketing emails to inform customers about HSA/FSA payment options, ensuring consistent awareness.
Dedicated HSA/FSA Email Campaigns: Initiate monthly emails focused on HSA/FSA spending to help customers associate your brand with these benefits.

Key Messaging

New Year, New You: Encourage customers to invest in their health as part of their New Year’s resolutions, highlighting products eligible for HSA/FSA spending.
Replenished Funds Reminder: Inform customers that their HSA/FSA funds have been replenished for the new year, prompting them to utilize these benefits early.

Best Practices:

Educational Content: Provide informative content about the tax advantages of HSA/FSA spending, helping customers understand the financial benefits. Find a graphic to incorporate here.
Customer Testimonials: Share success stories from customers who have benefited from using HSA/FSA funds on your products, building trust and credibility.

Key Messaging:

Tax Season Insights: Leverage tax season to educate customers on the pre-tax benefits of HSA/FSA spending, emphasizing how they can maximize their tax savings.

Best Practices:

Open Enrollment Preparation: Guide customers in planning their health benefits for the upcoming year, offering resources to help them make informed decisions.
Seasonal Health Promotions: Promote products that support immunity and overall health, aligning with back-to-school and upcoming cold and flu season concerns.

Key Messaging:

Plan Ahead for Benefits: Encourage customers to prepare for open enrollment by educating them on maximizing their health benefits for the following year.
Immunity Support: Highlight the importance of strong health routines, made more affordable with HSA/FSA payment options, especially during the approaching cold and flu season.

Best Practices:

Urgency-Driven Campaigns: Implement marketing campaigns that create a sense of urgency, reminding customers of the impending expiration of FSA funds.
Prominent Website Banners: Place banners on your website emphasizing the “Use It or Lose It” aspect of FSA funds to capture customer attention.

Key Messaging:

Open Enrollment Reminders: Prompt customers to select their HSA/FSA contributions for the upcoming year during open enrollment periods.
FSA Deadline Alert: Drive urgency by reminding customers that FSA funds expire at the end of the calendar year, encouraging them to make purchases to avoid losing their benefits. Find copy templates here.
Stack Your Savings: Promote combined savings opportunities during Black Friday, highlighting how customers can maximize discounts by using their HSA/FSA funds.