## Documentation Index Fetch the complete documentation index at: [/llms.txt](https://docs.withflex.com/llms.txt) Use this file to discover all available pages before exploring further. Duplicate and edit the Flex Email Templates Figma file [here](https://www.figma.com/design/Rmd3ww8aRI0e5yPoncp7XE/Flex-Email-Templates?node-id=4005-16&t=mwlgM6BpUUXtD67m-1). Email and SMS are your highest-leverage channels for HSA/FSA adoption — they reach customers who already know your brand and just need a reason to act. The sections below cover what to send at launch, how to weave Flex into ongoing flows, and ready-to-use copy for every touchpoint. [Launch Email](https://docs.withflex.com/merchant-success/marketing/email-and-sms#1-launch-email) [Lifecycle Emails](https://docs.withflex.com/merchant-success/marketing/email-and-sms#lifecycle-emails) [Triggered Emails](https://docs.withflex.com/merchant-success/marketing/email-and-sms#3-triggered-emails) [SMS](https://docs.withflex.com/merchant-success/marketing/email-and-sms#4-sms) --- ## 1. Launch Email **When to send:** The day you enable Flex. This is your official announcement — send it to your full list. ### 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 ### Subject lines | Angle | Subject line | | --- | --- | | Benefit-led | You can now use your HSA/FSA here | | Savings-led | Pay with HSA/FSA & save on eligible products | | Action-led | Use pre-tax dollars on your purchase | ### Templates Choose the template that matches how your products are eligible. - Always Eligible - LMN Use this if your products are directly HSA/FSA eligible — no consultation required. ``` 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 → ``` Use this if your products require a Letter of Medical Necessity (e.g., wellness or personal care items). Customers complete a brief telehealth consult through Flex. ``` 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 → ``` --- ## 2. Evergreen & Lifecycle Email **When to use:** After launch, Flex messaging should live inside your existing flows — not as standalone sends. A callout block or a single sentence is enough. ### Where to add it - Welcome and onboarding emails - Product spotlight and new arrival announcements - Sale and bundle promotions - Post-purchase and replenishment flows ### Copy blocks Add either of these into any email where the product is eligible: ``` 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. ``` --- ## 3. Triggered Emails Add Flex to flows you already have — don’t build new ones. These are the highest-converting touchpoints because the customer is already engaged. ### 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 → ``` ### 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 → ``` ### 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 → ``` --- ## 4. SMS Keep SMS short and lead with the benefit. One message, one action. ### Launch ``` We now accept HSA/FSA payments with Flex. Use pre-tax dollars on eligible products at checkout. [link] ``` ### Savings-focused ``` Save up to 30–40% using your pre-tax HSA/FSA funds on qualifying purchases. [link] ``` ### Product spotlight ``` This item may be HSA/FSA eligible. Shop now and use your health funds at checkout. [link] ``` ### Abandoned cart ``` Still thinking it over? You can use HSA/FSA funds on eligible products. [link] ``` --- ## 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