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# HSA/FSA eligible collections

> Build a self-updating HSA/FSA eligible collection from the eligibility Truemed assigns, plus filters so customers can find qualifying products quickly.

Making it easy for customers to find HSA/FSA-eligible products is one of the simplest ways to increase conversion rates and build trust. A dedicated collection, plus a filter for large catalogs, removes friction and guides high-intent shoppers to the right products.

![HSA/FSA Eligible Product Collections](/_fern-img/ada110f850c17382c6babd917bef74db4f23002f2bef9d9b3ded7b28b1375c38.webp)

## Why this matters

Most shoppers don't realize they can use their HSA/FSA funds for your products—until you show them.

Adding **"HSA/FSA Eligible"** language throughout your site helps:

* Improve customer confidence
* Increase average order value
* Reduce browsing friction
* Boost overall conversion rates

## Where to surface eligibility

**1. Collection pages**\
Create a dedicated collection page labeled **"HSA/FSA Eligible"** so customers can browse all eligible items in one place. On Shopify, you don't have to curate it by hand — see [Build a self-updating collection](#build-a-self-updating-collection) below.

**2. Product filters**\
Add a filter in your navigation (or sidebar) that lets customers **sort by eligibility**. This is especially useful if your catalog is large or has mixed eligibility.

**3. Product badges or labels**\
Display an **"HSA/FSA Eligible" badge** on the product thumbnail and/or product detail page (PDP). This draws immediate attention to qualifying items. See [HSA/FSA eligible badges](/marketing/widgets/hsa-fsa-eligible-badges) for approved assets.

## Build a self-updating collection

Truemed writes an eligibility status onto every product variant it recognizes in your Shopify store. You can use that status as a Shopify collection condition, which gives you a collection that maintains itself: when Truemed re-categorizes a product, Shopify adds or removes it from the collection on its own. No tagging, and nothing to re-run.

> **Note**
>
> The walkthrough below is for Shopify stores. If you're on another platform or integrating directly with the Truemed API, build the same thing from the [Product Catalog webhook](/guides/setup/api/product-catalog/use-cases/build-hsa-fsa-eligible-collections) instead.

### Before you start

* [ ] **The Truemed Extensions App is installed.** The eligibility field only exists on stores that have it. Without the app there is nothing to build a condition against. If you don't have it yet, install it free from [apps.shopify.com/truemed-extensions](https://apps.shopify.com/truemed-extensions).
* [ ] **Every variant has a SKU.** SKU is how Truemed matches your Shopify variants to its catalog. A variant with no SKU never receives a status.
* [ ] **Your products have been reviewed by Truemed.** A status is written after Truemed categorizes an item, not when it first appears in your catalog. Check the **Products** tab in your [Truemed dashboard](https://app.truemed.com/merchants/products) to confirm.

### Understanding the statuses

Shopify shows the raw stored values, which are not the labels you see in your Truemed dashboard. Use this mapping:

| What Shopify shows  | Truemed dashboard status                 | What it means                                                                                                             |
| ------------------- | ---------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- |
| `eligible`          | Pre-approved                             | Can be purchased with HSA/FSA funds. No health survey or LMN required.                                                    |
| `eligible_with_lmn` | Approved (requires LMN)                  | May qualify for HSA/FSA spending after the customer completes a health survey and receives a Letter of Medical Necessity. |
| `ineligible`        | Ineligible, Awaiting review, or Inactive | Not currently purchasable with HSA/FSA funds.                                                                             |

> **Warning**
>
> `eligible` means **pre-approved**. It does not mean "eligible with an LMN".
>
> If you want a collection of everything a customer might be able to buy with HSA/FSA funds, you need **both** `eligible` and `eligible_with_lmn`. A condition matching only `eligible` returns just your pre-approved products.

### Build the collection

#### Create the collection

In your Shopify admin, go to **Products > Collections** and click **Add collection**. Give it a title like **HSA/FSA Eligible**. Shopify keeps the collection current once you add a condition in the next step.

#### Add the eligibility condition

In the conditions panel, open the condition dropdown and choose **Metafields** first. The individual definitions are nested one level down, so **HSA/FSA Eligibility** is not on the top-level list of conditions. Pick it from under **Metafields**.

If it isn't there, see [Troubleshooting](#troubleshooting) below.

#### Enter the values

The relation is fixed at **is equal to**. Type the value exactly as Shopify stores it, in lowercase with underscores: `eligible`, `eligible_with_lmn`, or `ineligible`.

To match more than one status, add each value to the **same** condition. Shopify joins them with **OR**, so one condition covers as many statuses as you need.

Values are free text, not a dropdown, and they aren't validated as you type. A typo produces an empty collection rather than an error.

![The Shopify collection editor with an HSA/FSA Eligibility condition set to "is equal to" eligible\_with\_lmn, alongside the Products source selector, Add condition, and Exclude controls](/_fern-img/b74701bd0aa31d0177a1b48f54e31363b8f6beef9dc50e2a0f4e96635d38abec.webp)

#### Decide whether to target products or variants

The source selector at the top of the panel switches between **Products** and **Variants**. Truemed's status is a per-variant value, so targeting **Variants** means only the variants that actually match appear in the collection. Targeting **Products** brings in the whole product when any one of its variants matches.

If mixed-eligibility products are common in your catalog, target variants.

#### Save and check the count

Shopify populates the collection immediately, and **Collection items** shows the count. Compare it against the **Products** tab in your Truemed dashboard. If it looks short, that is almost always missing SKUs.

> **Note**
>
> Shopify rebuilt the collections experience in July 2026. If your admin still shows a **Collection type** choice of **Manual** or **Automated**, you're on the previous version: pick **Automated**, and add one separate condition per status with **Products must match: any condition** instead of putting several values on one condition. Everything else in this guide applies unchanged.

### Troubleshooting

If you run into issues building the collection, or you think a product is categorized incorrectly, email [merchants@truemed.com](mailto:merchants@truemed.com) and we'll help.

## Real-world results

Merchants who implement these changes often see:

* **Higher conversion rates**
* **More confident, faster purchasing decisions**
* **Increased cart sizes from HSA/FSA buyers**

Even small UX improvements like these make a big difference in performance.

Any HSA/FSA claim in your marketing needs Truemed's disclaimer. Review [Compliant HSA/FSA messaging](/marketing/compliance/compliant-hsa-fsa-messaging) before you publish.