Email & SMS

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1. Launch Email

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What to communicate

• You now accept HSA/FSA payments at checkout
• Eligible products can be purchased with pre-tax dollars
• Customers may save up to 30–40% depending on their tax rate
• Checkout is simple — just select Flex

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Subject lines

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Templates

Subject: You can now pay with your HSA/FSA at [COMPANY NAME]

Headline: You Can Now Use Your HSA/FSA

Body:
We've partnered with Flex to make it easier to shop [PRODUCT NAME]
using your HSA or FSA card — no additional paperwork required.

That means you can use pre-tax dollars on qualifying purchases —
potentially saving up to 30–40% depending on your tax rate.

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

[Insert image of checkout page]

CTA: Shop Now →

Subject: Use your HSA/FSA at [COMPANY NAME] — if you qualify

Headline: Your HSA/FSA Dollars Go Further Here

Body:
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 another method) and submit for reimbursement
5. Receive your Letter of Medical Necessity and itemized receipt by email

[Insert image of checkout page]

CTA: Learn More →

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2. Evergreen & Lifecycle Email

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Where to add it

• Welcome and onboarding emails
• Product spotlight and new arrival announcements
• Sale and bundle promotions
• Post-purchase and replenishment flows

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Copy blocks

Option A:
HSA/FSA eligible — Use your pre-tax dollars and save up to 30–40%
on qualifying purchases.
 
Option B:
Eligible for HSA/FSA — Pay with pre-tax funds at checkout.

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3. Triggered Emails

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Abandoned cart

Subject: Still thinking it over?
 
Body:
Don't forget — this item may be eligible for HSA/FSA payment.
Use pre-tax dollars at checkout and save up to 30–40%.
 
CTA: Complete your purchase →

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Post-purchase education

Subject: Did you know?
 
Body:
Many of our products are HSA/FSA eligible.
Look for the eligibility badge on product pages next time you shop.
 
CTA: See eligible products →

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Subscription reminder

Body:
Eligible subscriptions can also be paid with HSA/FSA funds.
Use your pre-tax dollars before they expire.
 
CTA: Manage your subscription →

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4. SMS

We now accept HSA/FSA payments with Flex. Use
pre-tax dollars on eligible products at checkout.
[link]

Save up to 30–40% using your pre-tax HSA/FSA
funds on qualifying purchases. [link]

This item may be HSA/FSA eligible. Shop now
and use your health funds at checkout. [link]

Still thinking it over? You can use HSA/FSA
funds on eligible products. [link]

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Best practices

• Send at least one standalone campaign to announce your launch with Flex
• Add Flex to your welcome, post-purchase, and abandoned cart flows — even a single line makes a difference
• Subject lines that name HSA/FSA directly outperform generic ones
• Link to your landing page or eligible product collection — not your homepage
• Use checkout screenshots or eligibility badges as visuals — they reduce friction and build trust