Welcome Guide (Payments)

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Welcome to TrueMed!

We’re thrilled to be partnering with you all and are excited to be offering your qualified customer base the ability to spend with their Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs).

We are confident that this versatile and beneficial payment option will drive meaningful value for your customers, and are here to ensure we’re driving value for both you and your customer base.

As you begin promoting TrueMed to your customers, we want to ensure you’re spreading the message simply and accurately so we’ve laid out sample messages below for you to get you started.

Now that your partnership with TrueMed is official, leverage this message to inform all your leads about the exciting opportunity to utilize their HSA/FSA funds for purchases. Case studies have shown that open rates and CTRs for this promotional email are typically an order of magnitude higher than standard marketing material.

  • Revitalize Dormant Leads: Finally convert leads who've been on the fence due to price sensitivity.
  • Cost-Efficient Conversion: Drive immediate growth from this segment of customers who have already demonstrated intent.

Recommended Email Copy:

Subject: Save up to 40% on [Merchant Name]

Hi X,

Exciting news - we've partnered with TrueMed to allow you to use your Health Savings Account (HSA) or Flexible Spending Account (FSA) on our site! This means that if qualified, you can buy our products with pre-tax dollars, resulting in net savings of 30-40%.

HSAs and FSAs were created for you to spend tax-advantaged dollars on products and services that can treat or prevent specific medical conditions and TrueMed is making it easy to do just that by following these simple steps:

1) Add products to your cart and check out as a Guest (not with Shop Pay)

2) Select TrueMed as your payment option at checkout and enter your HSA or FSA debit card information

3) Take a quick health survey to determine eligibility.

Once you're approved, that's it! You'll receive an order confirmation and successfully save 30-40% on your order!

Please note, you must check out as a guest to use TrueMed and this is only available on one-time purchases, not subscriptions.

TrueMed is on a mission to make healthy options more affordable. You can learn more about them here.

Thanks,

X Team

Other Resources:

  • Landing Pages: A landing page explaining how to use HSA/FSA funds in depth is a great way to give additional clarity for customers on how to use their HSA/FSA funds for purchases. Take a look at our best practices for landing pages.
  • Social Media: Leverage promotion on social to inform, educate, and convert your audience with the new HSA/FSA payment option. With TrueMed co-marketing alongside your brand (to TrueMed's combined 100K+ followers), you can reach a broader health-focused audience. Feel free to follow our guide to social media. You can grab TrueMed assets for your promotion from our media kit.
  • FAQ: Our team is always happy to help customers who need assistance, but always feel free to direct any inbound questions to our comprehensive FAQ which should tackle the most common inquiries.

We’re eager to kick this partnership off and are thrilled that you’ve unlocked the $150 billion HSAs and FSAs.

Warmly,

The TrueMed Team

Updated 2 months ago