> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://developers.truemed.com/v-1/marketing/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://developers.truemed.com/_mcp/server.

# Marketing

## Docs

- [Marketing overview](https://developers.truemed.com/v-1/marketing/overview.md): Guides, templates, and assets for promoting HSA/FSA payments across your website, email, SMS, paid ads, and seasonal campaigns.
- [Truemed launch toolkit](https://developers.truemed.com/v-1/marketing/launch-toolkit/overview.md): A checklist of website and promotional tasks to complete when launching your Truemed partnership.
- [Launch email](https://developers.truemed.com/v-1/marketing/launch-toolkit/launch-email.md): Sample copy and subject lines for the email announcing your HSA/FSA partnership with Truemed to current customers.
- [Media kit](https://developers.truemed.com/v-1/marketing/launch-toolkit/media-kit.md): Where to download Truemed logos, brand assets, and guidelines for your marketing materials.
- [Social channels](https://developers.truemed.com/v-1/marketing/launch-toolkit/social-channels.md): Compliant social media captions, headlines, and posting tips for promoting your HSA/FSA payment option.
- [Website readiness](https://developers.truemed.com/v-1/marketing/website-readiness/overview.md): An overview of the three phases that help you surface HSA/FSA payment across your site — discovery, consideration, and conversion.
- [Discovery: make HSA/FSA eligibility visible](https://developers.truemed.com/v-1/marketing/website-readiness/discovery.md): How to add an HSA/FSA homepage banner, navigation link, and product collection so shoppers discover eligibility as soon as they land on your site.
- [Consideration: help shoppers understand Truemed](https://developers.truemed.com/v-1/marketing/website-readiness/consideration.md): How to build an HSA/FSA landing page and FAQ section that help shoppers understand how Truemed works before they check out.
- [Conversion: reduce friction at checkout](https://developers.truemed.com/v-1/marketing/website-readiness/conversion.md): How to add the PDP widget and cart and checkout badging so shoppers know their HSA/FSA funds will be accepted before they buy.
- [Optimization checklist](https://developers.truemed.com/v-1/marketing/website-readiness/optimization-checklist.md): A checklist of website, email, and ad tactics top Truemed partners use to maximize HSA/FSA revenue.
- [Product page widget](https://developers.truemed.com/v-1/marketing/widgets/product-page-widget.md): How to install and customize the Truemed HSA/FSA eligibility widget on your Shopify product pages.
- [Checkout widgets](https://developers.truemed.com/v-1/marketing/widgets/checkout-widgets.md): The Truemed checkout widgets for Shopify — what each one does, how to add them, and where they belong in your checkout.
- [Order confirmation CTA](https://developers.truemed.com/v-1/marketing/widgets/order-confirmation-widget.md): How to add a post-purchase call-to-action that prompts customers to start HSA/FSA reimbursement right after checkout.
- [Post-purchase email snippet](https://developers.truemed.com/v-1/marketing/widgets/post-purchase-email-snippet.md): How to add a code snippet linking to HSA/FSA reimbursement qualification in your post-purchase confirmation emails.
- [Checkout messaging for subscription products](https://developers.truemed.com/v-1/marketing/widgets/checkout-messaging-for-subscription-products.md): How to add an HSA/FSA checkout banner for subscription products using the Shopify Checkout Blocks app.
- [HSA/FSA landing page](https://developers.truemed.com/v-1/marketing/widgets/hsa-fsa-landing-page.md): Best practices and Figma templates for building an HSA/FSA educational landing page that drives traffic and conversion.
- [Homepage banner](https://developers.truemed.com/v-1/marketing/widgets/homepage-banner.md): How to add a site-wide homepage banner that tells every visitor they may be eligible to pay with HSA/FSA funds.
- [FAQ page updates](https://developers.truemed.com/v-1/marketing/widgets/faq-page-updates.md): How to add HSA/FSA questions and answers to your FAQ page, with or without a dedicated landing page.
- [Multicard checkout: split payments with HSA/FSA & personal cards](https://developers.truemed.com/v-1/marketing/widgets/multicard-checkout.md): How Truemed's Multicard Checkout lets customers split payment between an HSA/FSA card and a personal debit or credit card.
- [HSA/FSA eligible collections](https://developers.truemed.com/v-1/marketing/widgets/eligible-product-collections-and-badges.md): Build a self-updating HSA/FSA eligible collection from the eligibility Truemed assigns, plus filters so customers can find qualifying products quickly.
- [HSA/FSA eligible badges](https://developers.truemed.com/v-1/marketing/widgets/hsa-fsa-eligible-badges.md): Add approved Truemed HSA/FSA Eligible badges to product cards and detail pages, and stay within Truemed's compliance guidelines.
- [Steady state emails](https://developers.truemed.com/v-1/marketing/email/steady-state-emails.md): Sample subject lines and email copy for regular HSA/FSA reminder emails to send to existing customers.
- [Combo email templates](https://developers.truemed.com/v-1/marketing/email/combo-email-templates.md): Plug-and-play email templates that pair your seasonal promotions with HSA/FSA savings messaging.
- [Email headers and footers](https://developers.truemed.com/v-1/marketing/email/email-headers-and-footers.md): Ready-to-use HSA/FSA header and footer copy for your email templates, with placement and compliance guidance.
- [New subscriber / welcome flow](https://developers.truemed.com/v-1/marketing/email/lifecycle/welcome-flow.md): Sample welcome email copy that introduces new subscribers to HSA/FSA savings on eligible purchases.
- [Abandoned cart](https://developers.truemed.com/v-1/marketing/email/lifecycle/abandoned-cart.md): Abandoned cart email templates and subject lines that highlight HSA/FSA savings, plus seasonal add-ons for BFCM and FSA expiration.
- [Browse abandonment](https://developers.truemed.com/v-1/marketing/email/lifecycle/browse-abandonment.md): Sample browse abandonment email copy reminding shoppers that the product they viewed may be HSA/FSA eligible.
- [Post-purchase flow](https://developers.truemed.com/v-1/marketing/email/lifecycle/post-purchase-flow.md): Sample post-purchase email copy that reinforces HSA/FSA reimbursement value after checkout.
- [Winback campaigns](https://developers.truemed.com/v-1/marketing/email/lifecycle/winback-campaigns.md): Sample winback email copy reminding lapsed customers that your products may be HSA/FSA eligible.
- [Re-engagement campaigns](https://developers.truemed.com/v-1/marketing/email/lifecycle/re-engagement-campaigns.md): Sample re-engagement email copy that reminds inactive subscribers about HSA/FSA savings.
- [Reactivation email](https://developers.truemed.com/v-1/marketing/email/lifecycle/reactivation-email.md): Sample subject lines and email copy for re-engaging churned subscribers and one-time buyers with HSA/FSA savings.
- [Product education / how-to emails](https://developers.truemed.com/v-1/marketing/email/lifecycle/product-education-emails.md): Sample copy for product education and how-to emails that reinforce HSA/FSA eligibility.
- [Loyalty / rewards program emails](https://developers.truemed.com/v-1/marketing/email/lifecycle/loyalty-rewards-emails.md): Sample email copy combining loyalty rewards with HSA/FSA tax-free savings.
- [Subscription renewal or refill reminders](https://developers.truemed.com/v-1/marketing/email/lifecycle/subscription-renewal-reminders.md): Sample email copy reminding returning customers their next order may be HSA/FSA reimbursable.
- [Drive more HSA/FSA sales with SMS](https://developers.truemed.com/v-1/marketing/sms/sms-campaigns.md): Ready-to-use SMS templates and best practices for promoting HSA/FSA eligibility to your customers.
- [Seasonal SMS campaigns](https://developers.truemed.com/v-1/marketing/sms/seasonal-sms-campaigns.md): Seasonal SMS templates for open enrollment, BFCM, FSA expiration, and New Year campaigns.
- [Paid ads: unlocking revenue potential](https://developers.truemed.com/v-1/marketing/ads/paid-ads.md): How top Truemed partners use paid ads highlighting HSA/FSA eligibility to boost campaign performance.
- [Guide to using HSA/FSA for extension ads](https://developers.truemed.com/v-1/marketing/ads/extension-ads.md): How to use structured snippets, callouts, sitelinks, and price extensions to highlight HSA/FSA eligibility in search ads.
- [HSA/FSA ad templates for BFCM and year-end promotions](https://developers.truemed.com/v-1/marketing/ads/bfcm-and-year-end-ad-templates.md): Ready-to-use ad templates and copy for Black Friday/Cyber Monday, FSA expiration, and New Year campaigns.
- [Social media highlight templates](https://developers.truemed.com/v-1/marketing/ads/social-media-highlight-templates.md): Instagram Story templates and compliant copy for promoting HSA/FSA eligibility on social media.
- [UGC and influencer playbook](https://developers.truemed.com/v-1/marketing/ugc-influencer-playbook.md): Tested HSA/FSA hooks, video formats, and real creator examples to brief into your next UGC or influencer campaign.
- [The Q4 Playbook: get more out of your biggest moment of the year](https://developers.truemed.com/v-1/marketing/seasonal/q4-playbook.md): How to layer HSA/FSA eligibility and savings onto your Q4 campaigns to get more out of BFCM, the FSA deadline, and the new year.
- [Black Friday / Cyber Monday: stack your sale with pre-tax savings](https://developers.truemed.com/v-1/marketing/seasonal/bfcm-playbook.md): A ready-to-run BFCM activation guide for layering HSA/FSA eligibility and savings onto your Black Friday and Cyber Monday campaigns.
- [Compliant HSA/FSA messaging](https://developers.truemed.com/v-1/marketing/compliance/compliant-hsa-fsa-messaging.md): Check your marketing copy against Truemed's HSA/FSA messaging rules, grab approved copy, and add the right disclaimer.