Marketing HSA/FSA - Flex Documentation

Overview

Getting Started \
Complete your post-implementation checklist and learn how to properly message HSA/FSA eligibility for your products.

Shopify Marketing \
Install the Flex Marketing App to add HSA/FSA eligibility badges to your Shopify product pages and boost conversion rates.

Website

Homepage \
Add a site banner or homepage spotlight to promote HSA/FSA acceptance and keep it top of mind as customers shop.

Product Page \
Add Flex HSA/FSA eligibility badges to product pages to increase awareness, educate customers, and boost conversion rates.

Landing Page \
Create a dedicated HSA/FSA landing page from a template to educate customers and drive conversions.

Inline Cart \
Display HSA/FSA eligibility messaging in your cart and checkout to reduce friction, increase trust, and improve conversion rates.

Marketing with Flex

Launch Checklist \
Your 0–30 day go-live checklist.

Brand & Messaging Hub \
Assets, copy, and compliance-approved messaging in one place.

Email & SMS \
Templates and guidance for lifecycle marketers and CRM teams.

Paid Media \
Strategy and creative guidance for performance marketers.

Organic Social & Influencers \
Templates and guidance for social media managers and creator partnerships.

Results & Case Studies \
Build credibility with performance-oriented examples from top merchants.

Customer Support

Customer Support Resources \
Prepare your support team with comprehensive FAQs covering HSA/FSA payments, Letters of Medical Necessity, and reimbursement processes.