Duplicate and edit the Flex Email Templates Figma file here.
Email is one of the most effective ways to drive awareness and adoption of your HSA/FSA payment option. Whether you’re announcing Flex for the first time or integrating it into your broader lifecycle strategy, these recommendations and templates will help you get started. Email example

​
Why it matters

Email helps you:
  • Reach your most engaged audience — customers already in your ecosystem
  • Educate — explain how HSA/FSA works and when customers are eligible
  • Convert — drive revenue with timely campaigns and high-intent touchpoints
  • Reinforce — act as a companion to your PDPs, landing pages, and social posts

​
Email types

You don’t need a massive email program to see results — just a few well-placed campaigns can drive real value. Here’s a breakdown of key use cases:

​
1. Standard campaigns

Best for: Introducing Flex to your entire list or during product launches, benefit season, or year-end. Use the templates below to announce that customers can now use their HSA/FSA with your brand. We recommend sending at least one campaign-style email after implementing Flex.

​
2. Lifecycle campaigns

Best for: New subscribers, post-purchase flows, reorder nudges Add a Flex-focused message or module to existing flows:
  • “You can now use your HSA/FSA” banner in welcome or onboarding emails
  • HSA/FSA reminder in post-purchase or replenishment emails
  • Highlight that using Flex helps customers maximize their health benefits

​
3. Promotional campaigns

Best for: Seasonal pushes (Open Enrollment, Q4 spend-down), product launches Even if your brand doesn’t run discounts, highlighting HSA/FSA eligibility in a promo email can drive urgency and consideration — especially when customers are looking to use remaining benefits before they expire.

​
4. Abandoned cart

Best for: Recovering missed checkouts on eligible items Include a line like:
“Did you know this item may be eligible for HSA/FSA payment?”
or
“You can use your HSA/FSA to complete your purchase with Flex.”
This adds an extra incentive to return and complete the order.

​
Email templates

​
Always eligible template

Subject: You can now pay with your HSA/FSA at [COMPANY NAME] Body Copy: We’ve partnered with Flex to make it easier to shop [PRODUCT NAME] using your HSA or FSA card — no additional paperwork required. How it works:
  1. Add eligible items to your cart
  2. Choose Flex | Pay with HSA/FSA at checkout
  3. Enter your HSA or FSA card to complete your purchase
Use the funds you’ve already set aside — and invest in your wellness. [Insert image of checkout page] [Button: Shop Now]

​
Dual use template (requires LOMN)

Subject: Use your HSA/FSA at [COMPANY NAME] — if you qualify Body Copy: We’ve partnered with Flex to enable eligible customers to purchase [PRODUCT NAME] using their HSA or FSA card. How it works:
  1. Add qualifying items to your cart
  2. Choose Flex | Pay with HSA/FSA at checkout
  3. Complete a brief telehealth consult to confirm eligibility
  4. Enter your HSA/FSA card or use another method and submit for reimbursement
  5. Receive your Letter of Medical Necessity and itemized receipt via email
Your HSA/FSA dollars go further when you use them for health-related purchases. [Insert image of checkout page] [Button: Learn More or Shop Now]

​
Best practices

  • Send at least one standalone campaign after you go live with Flex
  • Add Flex to existing flows like welcome, post-purchase, and abandoned cart
  • Use subject lines that highlight HSA/FSA acceptance
  • Link directly to your landing page or eligible product collection
  • Use visuals like checkout screenshots or badges for clarity