> This page is for version v1 (default). > For other versions, use one of these documentation indexes: > - v1 (default): https://developers.truemed.com/v-1/llms.txt > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://developers.truemed.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://developers.truemed.com/_mcp/server. # Website readiness > An overview of the three phases that help you surface HSA/FSA payment across your site — discovery, consideration, and conversion. You've completed your onboarding call and Truemed is live at checkout. This guide covers the three critical phases to optimize your website: Discovery, Consideration, and Conversion. Following these steps will accelerate your ability to capture HSA/FSA revenue. Before diving in, confirm that **"Pay with Truemed"** appears as a payment option on your checkout page. If it does, you're ready. If not, contact your Customer Success Manager or our support team ([partners@truemed.com](mailto:partners@truemed.com)) before continuing. ## Three stages to a fully optimized site Enabling Truemed unlocks HSA/FSA revenue. Accelerating it comes from educating qualified shoppers about why they should care. The most successful merchants surface eligibility across every touchpoint. The three stages below show you how. ![Three stages to a fully optimized website: discovery, consideration, and conversion](/_fern-files/truemed.docs.buildwithfern.com/142410e7f41e58c2dba0f88c751b31eaa6473d3554491630065f1fa7a85604e5/docs/pages/marketing/website-readiness/images/website-readiness-visual.svg) > **See how top partners promote Truemed** > > Want real examples before you dive in? Our Partner Marketing Best Practices deck shows how partners like Thorne, Backcountry, Purple, and Momentous surface HSA/FSA eligibility across their websites, emails, and social channels. > > Download the best practices deck (PDF, 3 MB) ### Stage 1: Discovery Make HSA/FSA eligibility visible from the moment prospective shoppers hit your homepage. This stage covers navigation links, homepage banners, and product collection badges. Merchants who complete Discovery well see immediate lifts in HSA/FSA awareness because shoppers encounter eligibility messaging organically as they browse, not just at checkout. | Tactic | Impact | | ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------- | | Add HSA/FSA homepage banner | Puts eligibility in front of every visitor, including those who never browse your product catalog | | Add HSA/FSA to site navigation | Gives shoppers a persistent entry point from any page, and strengthens SEO and AEO signals for "\[brand] HSA/FSA" queries | | Create an HSA/FSA product collection with badges | Lets shoppers identify and filter eligible products at a glance, so they build a qualifying cart without guessing | [Go to Discovery guide](/marketing/website-readiness/discovery) ### Stage 2: Consideration Give qualified shoppers the information they need to confidently pay with Truemed. This stage covers your HSA/FSA landing page and FAQ updates. A strong Consideration experience answers the three questions every shopper has: 1. How does it work? 2. Which products qualify? 3. Am I eligible? Merchants who address these upfront see fewer support tickets and higher qualification completion rates. | Tactic | Impact | | ------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------- | | Create an HSA/FSA landing page | Educates qualified shoppers on how Truemed works, what products are eligible, and how to pay, giving you one URL to link from nav banner, emails, and ads | | Update your FAQ page | Preempts the most common questions ("Am I eligible?", "How long does it take?" etc.) so shoppers convert without needing to contact support | [Go to Consideration guide](/marketing/website-readiness/consideration) ### Stage 3: Conversion Reduce friction at the point of purchase so qualified shoppers follow through. This stage covers the PDP widget, cart and checkout badging, and CX team readiness. Merchants who add HSA/FSA messaging to their product pages, cart, and checkout see higher checkout conversion and lower cart abandonment because shoppers have confidence their funds will be accepted before they click "buy." | Tactic | Impact | | ----------------------------- | ------------------------------------------------------------------------------------------------------------------ | | Install the PDP widget | Surfaces eligibility and estimated savings on the product page, where purchase intent is highest | | Add cart and checkout badging | Reassures shoppers their HSA/FSA funds will be accepted right as they're deciding whether to complete the purchase | [Go to Conversion guide](/marketing/website-readiness/conversion) ## After launch The best-performing Truemed partners treat HSA/FSA as an ongoing channel, not a one-time announcement. In your first two to four weeks, log into your [Truemed dashboard](https://app.truemed.com) and review three metrics: qualification rate (what percentage of customers who start the Truemed flow complete it), HSA/FSA revenue as a share of total revenue, and landing page traffic sources. These tell you where the funnel is working and where it needs attention. Use early traffic patterns to optimize your landing page and iterate on paid ad creative. --- ## Need help? Your CSM is your first point of contact for strategy, creative review, and troubleshooting. For general support, email [partners@truemed.com](mailto:partners@truemed.com).