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# Optimization checklist

> A checklist of website, email, and ad tactics top Truemed partners use to maximize HSA/FSA revenue.

This checklist outlines the exact strategies top Truemed performers use to maximize revenue. From site updates to email campaigns and ads, these proven steps make it simple to highlight HSA/FSA eligibility and capture more year-round sales.

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![](/_fern-img/2d81fd4ab0f37e5330114a4a2262136881c4ad9ff19542f58018be339db71f03.webp)

## Website optimization

* [ ] **Create a high-converting landing page**

  * Use our [landing page guide](/marketing/widgets/hsa-fsa-landing-page) to design a page that drives conversions.
  * Access our [Figma template](/marketing/widgets/hsa-fsa-landing-page#figma-file-templates) to simplify the creation process.

* [ ] **Ensure the [PDP widget](/marketing/widgets/product-page-widget) and [Truemed payment app](/guides/setup/api/product-catalog/use-cases/checkout-page-messaging) are installed**

* [ ] **Add a [banner](/marketing/widgets/homepage-banner) to your homepage announcing HSA/FSA eligibility**

* [ ] **[Update FAQs](/marketing/widgets/faq-page-updates) on your site to answer questions about HSA/FSA eligibility**

![](/_fern-img/098b1b5e9f1cabcec7116e5edff7884f2265d6b80b72d74b7250d3141c6bb03c.webp)

## Email promotion

* [ ] **Send a [launch email](/marketing/launch-toolkit/launch-email) announcing the partnership**

* [ ] **Send monthly or quarterly [steady state emails](/marketing/email/steady-state-emails) to remind customers of HSA/FSA payment**

* [ ] **Add an "HSA/FSA eligible" footer to all emails.** See [email headers and footers](/marketing/email/email-headers-and-footers) for copy-ready examples.

* [ ] **Ensure year-round HSA/FSA messaging**

  * Make sure your marketing team incorporates these [seasonal strategies](/marketing/seasonal/q4-playbook) into HSA/FSA-focused email campaigns throughout the year, especially in Q4, when the overwhelming majority of HSA/FSA funds are spent.
  * The Seasonal marketing guides cover templates, sample messaging, and strategy to add to your marketing calendar.

![](/_fern-img/b29f4e9966c17dea5c8c484b5aba7bc1ca20d46b7377c3e41ddb5343104b69cf.webp)

## Social and paid ad promotion

* [ ] **Test paid ads featuring HSA/FSA spend**

  * Follow our [paid ads guide](/marketing/ads/paid-ads) to create high-converting campaigns (and find our [seasonal ad templates here](/marketing/ads/bfcm-and-year-end-ad-templates)).
  * Optimize ad creatives to highlight the benefits of HSA/FSA spending.

* [ ] **Share [social posts](/marketing/launch-toolkit/social-channels) announcing and reminding your customers of HSA/FSA payment**