> ## Documentation Index
> Fetch the complete documentation index at: https://docs.withflex.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Social & Influencers

> Templates and guidance for social media managers and creator partnerships. Use these to announce HSA/FSA acceptance, build an evergreen social presence, and brief creators effectively.

<Note>
  Duplicate and edit the Flex Social Templates Figma file [here](https://www.figma.com/design/w0auoEp8gixz919ehodjk4/Flex-Social-Media-Templates?node-id=0-1\&t=F8SOnm9xHaRsmUE5-1).
</Note>

Organic social and creator content are your most cost-efficient channels — no ad budget required. They educate your existing audience, reinforce messaging across every other channel, and build credibility through real people showing Flex at checkout.

<div style={{display: 'flex', gap: '0.625rem', flexWrap: 'wrap', margin: '1.5rem 0'}}>
  <a href="#1-organic-social" style={{textDecoration: 'none', borderBottom: 'none', display: 'inline-block'}}>
    <div style={{backgroundColor: '#e8e6fd', border: 'none', borderRadius: '9999px', padding: '0.375rem 1rem', fontSize: '0.875rem', fontWeight: '500', color: '#171717', cursor: 'pointer', transition: 'opacity 0.2s'}} onMouseEnter={e => e.currentTarget.style.opacity='0.8'} onMouseLeave={e => e.currentTarget.style.opacity='1'}>
      Organic Social
    </div>
  </a>

  <a href="#influencers-creators" style={{textDecoration: 'none', borderBottom: 'none', display: 'inline-block'}}>
    <div style={{backgroundColor: '#e8e6fd', border: 'none', borderRadius: '9999px', padding: '0.375rem 1rem', fontSize: '0.875rem', fontWeight: '500', color: '#171717', cursor: 'pointer', transition: 'opacity 0.2s'}} onMouseEnter={e => e.currentTarget.style.opacity='0.8'} onMouseLeave={e => e.currentTarget.style.opacity='1'}>
      Influencers & Creators
    </div>
  </a>
</div>

***

## 1. Organic Social

<div style={{borderRadius: '0.75rem', overflow: 'hidden', marginBottom: '1.5rem', maxWidth: '500px', margin: '0 auto 1.5rem auto'}}>
  <img src="https://mintcdn.com/flex-87/HM0YLWYPfkFZgncc/images/marketing/general/Social.png?fit=max&auto=format&n=HM0YLWYPfkFZgncc&q=85&s=2e85cc0be29cdaba2c1d39cd5b8e5074" alt="Social media post example" style={{width: '100%', borderRadius: '0.75rem'}} width="706" height="920" data-path="images/marketing/general/Social.png" />
</div>

<Info>
  **When to post:** Start with a launch announcement, then keep Flex visible through evergreen posts, seasonal moments, and stories that show the checkout experience.
</Info>

### Platform strategy

| Platform  | Content Ideas                           | Format                               |
| --------- | --------------------------------------- | ------------------------------------ |
| Instagram | Announcement, education, checkout demos | Feed post, Stories, Reels, Highlight |
| TikTok    | Checkout walkthroughs, savings tips     | Short-form video                     |
| LinkedIn  | Brand authority, B2B awareness          | Company post, founder/CEO post       |
| Twitter/X | Quick eligibility announcements         | Short post with link                 |

<Tip>
  Create a dedicated **HSA/FSA Highlight** on Instagram. It gives your customers a place to learn how to pay with Flex on their own time. Especially useful when messaging HSA/FSA in stories.
</Tip>

<div style={{borderRadius: '0.75rem', overflow: 'hidden', marginBottom: '1.5rem', maxWidth: '500px', margin: '0 auto 1.5rem auto'}}>
  <img src="https://mintcdn.com/flex-87/HM0YLWYPfkFZgncc/images/marketing/general/highlight.png?fit=max&auto=format&n=HM0YLWYPfkFZgncc&q=85&s=0056f998ec7495b75b751424c94db9ed" alt="Instagram HSA/FSA Highlight example" style={{width: '100%', borderRadius: '0.75rem'}} width="1384" height="620" data-path="images/marketing/general/highlight.png" />
</div>

### Templates

<Tabs>
  <Tab title="Always Eligible">
    Use these if your products are directly HSA/FSA eligible — no consultation required.

    **Instagram / TikTok caption**

    ```
    Big news — you can now use your HSA/FSA funds to shop [BRAND NAME]. 🎉

    That means eligible products can be purchased with pre-tax dollars,
    potentially saving you up to 30–40% depending on your tax rate.

    Here's how it works:
    1. Add eligible items to your cart
    2. Select Flex | Pay with HSA/FSA at checkout
    3. Enter your HSA/FSA card — that's it

    Shop the HSA/FSA eligible collection → [LINK]

    #HSA #FSA #HealthSpending #Flex
    ```

    **LinkedIn**

    ```
    We're excited to announce that [COMPANY NAME] now accepts HSA and FSA payments
    through our partnership with Flex.

    Customers can now use pre-tax dollars to purchase eligible [PRODUCT CATEGORY] —
    making it easier to invest in their health without extra out-of-pocket costs.

    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

    Learn more → [LINK]

    #HSA #FSA #HealthSpending #Flex
    ```

    **Twitter/X**

    ```
    You can now use your HSA/FSA at [COMPANY NAME]. 🙌

    Use pre-tax dollars on eligible [PRODUCT] — and save up to 30–40%.
    Just select Flex at checkout.

    Shop now → [LINK] #HSA #FSA #Flex
    ```
  </Tab>

  <Tab title="LMN Required">
    Use these if your products require a Letter of Medical Necessity. Customers complete a brief telehealth consult through Flex.

    **Instagram / TikTok caption**

    ```
    Did you know your HSA/FSA funds might cover [PRODUCT NAME]?

    Through our partnership with Flex, eligible customers can use pre-tax dollars
    at checkout — after a quick telehealth consult to confirm eligibility.

    Here's how:
    1. Add items to your cart
    2. Select Flex | Pay with HSA/FSA at checkout
    3. Complete a brief eligibility consult
    4. Get your Letter of Medical Necessity and receipt by email

    Check your eligibility → [LINK]

    #HSA #FSA #HealthSpending #Flex
    ```

    **LinkedIn**

    ```
    [COMPANY NAME] has partnered with Flex to give eligible customers a new way
    to pay for [PRODUCT CATEGORY] using their HSA or FSA funds.

    Customers who qualify can complete a simple telehealth consult at checkout
    and receive a Letter of Medical Necessity — making reimbursement straightforward.

    Learn more → [LINK]

    #HSA #FSA #HealthSpending #Flex
    ```

    **Twitter/X**

    ```
    Your HSA/FSA might cover [PRODUCT]. ✅

    Eligible customers can now use pre-tax dollars at [COMPANY NAME] via Flex —
    with a quick consult at checkout.

    See if you qualify → [LINK] #HSA #FSA #Flex
    ```
  </Tab>
</Tabs>

### Evergreen content ideas

Use these post angles on an ongoing basis — not just at launch:

* **Year-end urgency:** Remind customers to use FSA funds before they expire (post in Nov–Dec)
* **Savings angle:** Highlight the 30–40% savings potential with a specific product example
* **How-it-works:** Short Reel or Story walking through the checkout experience step by step
* **Product spotlight:** Tag individual eligible products with an HSA/FSA badge or callout
* **FAQ:** Answer common questions ("Does this work with my HSA card?" "What counts as eligible?")

### Best practices

* Use on-screen text and captions to reinforce the benefit — don't rely on audio alone
* Stories and Reels outperform static posts for checkout demos; show the actual Flex screen
* Keep your Instagram Highlight updated — it's the first place new visitors will look
* Pair posts with a link to your HSA/FSA landing page or eligible product collection

***

<a id="influencers-creators" />

## 2. Influencers & Creators

<div style={{borderRadius: '0.75rem', overflow: 'hidden', marginBottom: '1.5rem', maxWidth: '500px', margin: '0 auto 1.5rem auto'}}>
  <img src="https://mintcdn.com/flex-87/HM0YLWYPfkFZgncc/images/marketing/general/influencer.png?fit=max&auto=format&n=HM0YLWYPfkFZgncc&q=85&s=995f8dc25fc3c0108b06986584d0f7f5" alt="Influencer content example" style={{width: '100%', borderRadius: '0.75rem'}} width="998" height="696" data-path="images/marketing/general/influencer.png" />
</div>

<Info>
  **When to activate:** After your launch announcement, creators help extend reach to new audiences and add social proof. Best deployed during high-intent moments: Open Enrollment, Q4 FSA spend-down, or alongside a product launch.
</Info>

### What to focus on

Position Flex as a smart, modern way to invest in health — not a discount or workaround. The strongest creator content feels like a personal recommendation, not a brand announcement.

The most effective content:

* Shows the **checkout experience in real time** (screen recording or over-the-shoulder)
* Explains the **savings benefit** in personal terms ("I save X by using my FSA here")
* Highlights **ease** — selecting Flex takes seconds
* Ties to a **timely moment** (end of year, open enrollment, new year wellness goals)

### Creator brief: what to include

When briefing a creator, give them these building blocks and let them use their own voice:

```
Key message:
[BRAND NAME] now accepts HSA/FSA payments through Flex.
That means you can use pre-tax health dollars on [PRODUCT] —
and potentially save 30–40% depending on your tax bracket.
 
How to show it:
- Walk through adding the product to cart
- Select Flex | Pay with HSA/FSA at checkout
- Show how simple the payment step is
 
Talking points:
- "I use my HSA/FSA dollars here because it's already money I've set aside"
- "Pre-tax means you're saving before taxes come out — it adds up"
- "Flex makes it simple — you just choose it at checkout"
 
Hashtags: #HSA #FSA #HealthSpending #Flex
```

### What to avoid

<Warning>
  Do not brief creators to make specific medical claims or guarantee eligibility for all customers. Keep messaging focused on the payment method, not health outcomes.
</Warning>

* ❌ "This product will treat or cure \[condition]"
* ❌ Claiming all customers qualify without noting eligibility requirements
* ❌ Overstating the savings amount as a guarantee
* ✅ "This may be eligible for HSA/FSA" or "eligible customers can use pre-tax funds"
* ✅ Showing the checkout flow rather than making verbal claims about eligibility

### Best formats

| Format                              | Why it works                                                           |
| ----------------------------------- | ---------------------------------------------------------------------- |
| TikTok / Reels walkthrough          | Shows the checkout experience — removes friction for curious customers |
| Stories with link sticker           | Low-effort, high-click — drives directly to eligible collection        |
| End-of-year "use your FSA" reminder | High urgency, high relevance — strong Q4 play                          |
| Wellness routine integration        | Natural fit for products already positioned as self-care               |
