Q1 Messaging Templates

January 1st is the time when HSA and FSA accounts for replenished. For FSAs, customers get their entire amount at the beginning of the year (even though it pulls out of the paycheck the entire year), making it like a tax-free buy-now-pay-later loan. Below is the recommended messaging to use HSA/FSA messaging at the beginning of the year.

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Payments Merchants

Subject: Start your year with 30-40% Savings on [Merchant Name]

Hey [Customer name],

A new year means that if you have an HSA or FSA account, you’ve been replenished with new funds.

Thanks to our partnership with Truemed, you may be eligible to use this money to save up to 40% on [Merchant name]

Heres how to qualify for HSA/FSA spending:

  • Add products to your cart, check out as a Guest (not with Shop Pay)
  • Select TrueMed as your payment option at checkout, enter your HSA or FSA debit card
  • Take a quick health survey to determine eligibility. Once you're approved, that's it!

Reimbursements

Subject: Start your year with 30-40% Savings

Hey [customer name],

A new year means that if you have an HSA or FSA account, you’ve been replenished with new funds.

Thanks for our partnership with Truemed, you may be able to use this money to save up to 40% on [Merchant name]

Heres how to see if you qualify for HSA/FSA spending:

  • New Customers:
    • Purchase the product as you normally would. On the post-payment page, there will be a link to submit your payment for HSA/FSA reimbursement. This process takes five minutes.
  • Current subscribers:
    • Fill out this survey [link] to qualify
    • If approved, you’ll receive instructions on how to use HSA/FSA funds for future payments.

Truemed is available to provide concierge service if you have any questions at [email protected]

Updated 2 months ago