Getting Started
Complete your post-implementation checklist and learn how to properly message HSA/FSA eligibility for your products.
Compliant Marketing
Assets, copy, and compliance-approved messaging in one place.
Brand Guidelines
Logo variations, colors, typography, and co-branding rules for representing Flex in your marketing.
Results & Case Studies
Build credibility with performance-oriented examples from top merchants.
Flex Extensions
Install the Flex Extensions app (formerly Flex Marketing) to sync HSA/FSA eligibility to your catalog and add eligibility badges to your product pages.
Homepage
Add a site banner or homepage spotlight to promote HSA/FSA acceptance and keep it top of mind as customers shop.
Product Page
Add Flex HSA/FSA eligibility badges to product pages to increase awareness, educate customers, and boost conversion rates.
Landing Page
Create a dedicated HSA/FSA landing page from a template to educate customers and drive conversions.
Inline Cart
Display HSA/FSA eligibility messaging in your cart and checkout to reduce friction, increase trust, and improve conversion rates.
Email & SMS
Templates and guidance for lifecycle marketers and CRM teams.
Paid Media
Strategy and creative guidance for performance marketers.
Organic Social & Influencers
Templates and guidance for social media managers and creator partnerships.
Q4 Playbook
Campaign moments, best practices, and ready-to-use ideas for peak HSA/FSA season.
Open Enrollment
Build HSA/FSA awareness while benefits are top of mind.
BFCM + Holiday
Layer HSA/FSA into Black Friday, Cyber Monday, and holiday campaigns.
FSA Deadline
Build urgency around year-end FSA deadlines before funds expire.
New Year, New Funds
Re-engage customers as benefits reset and health goals move back to the forefront.