
BFCM
Lead with the offer. Use HSA/FSA to reinforce the value. Keep your promotion front and center, then remind shoppers they may qualify to use HSA/FSA funds toward select products.- Email
- SMS
- Site
Holidays
Shift from promotions to product discovery. After BFCM, bring HSA/FSA into seasonal shopping by helping customers discover eligible products for themselves.Gift guides
Bring HSA/FSA messaging into the gift guides and seasonal collections customers are already shopping.- On Shopify: Create a smart collection using the Flex eligibility metafield to automatically surface select products relevant to HSA/FSA shoppers, with no manual tagging.
- Add HSA/FSA callouts within existing gift guides rather than creating a separate guide.
- Use clear messaging to encourage shoppers to check whether they qualify.
- Avoid implying HSA/FSA funds can be used to purchase gifts for anyone. Keep the message focused on the customer.
Collection spotlight
EmailBest practices
Keep these in mind as you build your holiday campaigns:- Lead with the offer, support with HSA/FSA. Keep your BFCM promotion front and center.
- Layer HSA/FSA into existing campaigns. It should strengthen your holiday message, not compete with it.
- Shift the message after BFCM. Move from offer-led creative to product discovery and shopping for yourself.