Shopify Marketing App
Promote HSA/FSA eligibility on your Shopify store with the Flex Marketing App.
Flex makes it easy to promote HSA/FSA eligibility on your Shopify store. With the Flex Marketing App, you can add badges to your product pages — helping customers understand how to pay with their HSA/FSA cards. These badges drive trust, boost purchase intent, and reinforce that your business supports flexible, tax-advantaged spending.
Why use the Flex Marketing App?
Merchants who actively promote HSA/FSA eligibility using the Flex badge consistently see stronger performance compared to those who don’t. The app is built to do more than just display eligibility — it enhances the full customer journey.
Why it matters
Increase awareness
Catch customer attention earlier in the journey with visible, trustworthy badges.
Educate customers
The Flex badge includes built-in education (via hover modal) that guides customers through using their HSA/FSA funds.
Boost conversion rates
When customers know they can use pre-tax funds, they’re more likely to complete a purchase.
Improve customer experience
Clear, consistent messaging reduces confusion and supports inquiries around eligibility.
Stay compliant without extra effort
Choose your product type (Always Eligible or Dual Use) to keep messaging accurate and IRS-aligned.
Save time with easy setup
The app integrates directly into the Shopify theme editor, with no custom code required.
Getting started
To use the badge, start by installing the Flex Marketing App:
- Go to the Flex Marketing App on the Shopify App Store.
- Click Add app, then follow the prompts to install it in your store.
Once installed, you’ll be able to customize and add the Flex badge directly within your Shopify theme editor.
Add the Flex badge to product pages
Open your Shopify Admin
Navigate to Online Store > Themes and click Customize on your live theme.
Choose a Product Template
Use the top dropdown to select Products, then choose the template you’d like to edit (e.g., Default product).
If you’re using a shared template across all products, only add the badge to eligible products. If needed, create separate templates for eligible and non-eligible SKUs.
Add the Flex Badge Block
In the sidebar, click Add block and select the Flex badge under the Apps section. Drag it to your preferred location — we recommend placing it just below the price.
Set Product Type: Always Eligible or Dual Use (LOMN)
For each badge, select the product type:
- Always Eligible – no documentation required
- Dual Use (LOMN) – customer must complete a telehealth consultation
This controls the badge label and behavior to ensure compliance and transparency.
Customize the Badge Appearance
Adjust the size, alignment, and color mode (light/dark) in the right-hand sidebar.
Educate Customers with Hover Modal
For Dual Use products, the badge includes an optional hover modal that explains the HSA/FSA process — including how customers qualify and what to expect at checkout.
Preview and Save
Once configured, preview the product page and click Save. The badge will now appear on eligible product pages.
Not on Shopify?
For non-Shopify merchants, make sure to explore the rest of the Flex Merchant Success resources to implement HSA/FSA marketing solutions on your site.