Launch Checklist - Flex Documentation

Day 0 - Before you announce

Get your foundation in place before anything goes public. Customers will look for HSA/FSA information the moment they see it mentioned — make sure it’s there when they arrive.

1. Review approved messaging
   Before anything is written or published, confirm you’re using compliance-approved language. This is especially important if your products require a Letter of Medical Necessity. → Brand & Messaging Hub

2. Set up your HSA/FSA landing page
   Create a dedicated page that explains what HSA/FSA is, which products qualify, and how to use Flex at checkout. This is where your email and ad traffic should land. → Landing Page guide

3. Brief your support team
   Your support team will get questions the day you announce. Share the FAQ doc with them before launch — not after. → Customer Support Resources

Days 1–3 - Get your site ready

With your messaging confirmed and landing page live, make HSA/FSA visible at every point on your site where customers browse and buy.

1. Add HSA/FSA badges to your product pages
   Add the Flex eligibility badge to every qualifying product page. This is the highest-traffic placement — it’s where purchase decisions happen. → Product Page guide

2. Enable inline cart messaging
   Add HSA/FSA eligibility messaging in cart and at checkout. This is your last opportunity to remind a customer they can pay with pre-tax funds before they leave. → Inline Cart guide

Days 4–14 — Announce

Your site is ready. Now go loud — lead with email, back it up on-site and on social.

1. Send your launch email
   Send your announcement to your full list. The launch email template has the subject line, body copy, and CTA ready to go. This is the highest-reach moment of your entire launch. → Launch Email template

2. Add a homepage banner or slider
   Surface HSA/FSA acceptance on your homepage — a top banner or hero slider ensures every visitor sees it, not just the ones who find the right product page.

3. Post your launch announcement on social
   Post across your active channels using the announcement templates. Instagram and LinkedIn are the priority. Add an HSA/FSA Highlight to your Instagram profile — it stays visible long after the post drops out of feed. → Organic Social templates

Days 15–29 - Integrate into existing flows

You don’t need new campaigns. Add Flex messaging to the emails that are already running — one line per flow is enough.

1. Add Flex to your welcome flow
   Add a single callout to your welcome email: “Did you know you can use your HSA/FSA at checkout?” This reaches every new subscriber automatically from here on. → Evergreen email copy

2. Add Flex to your abandoned cart flow
   This is your highest-converting triggered email. Add one line: “This item may be eligible for HSA/FSA payment.” No redesign needed. → Abandoned cart copy

3. Add Flex to your post-purchase flow
   Educate customers who just bought so they use HSA/FSA next time: “Did you know many of our products are HSA/FSA eligible?” → Post-purchase copy

4. Launch a retargeting ad
   Build a retargeting audience of cart abandoners and product page visitors from the past 30 days. Run the abandoned cart ad copy as a paid social unit — this is typically the highest-ROAS placement for HSA/FSA messaging. → Retargeting copy

Day 30 and beyond - Expand

By now you have data. Use it to identify what’s working and build from there.

1. Add an HSA/FSA variant to your top 3 ads
   Take your best-performing ad sets and add one headline variant: “Now Accepting HSA/FSA” or “Pay With Pre-Tax Dollars.” Let it run alongside existing creative and measure the lift. → Paid Media guide

2. Check your launch email performance
   Open rate, CTR, and revenue attributed. Strong open rate but low CTR means your subject line worked but your CTA needs adjustment. Both low means test a new subject line. → Email & SMS

3. Brief any creator or influencer partners
   If you work with creators, give them the influencer brief template. Ask them to show the Flex checkout experience in Stories or a Reel — authentic walkthroughs outperform scripted ad reads. → Influencer brief template

4. Share results with your Flex contact
   Share your early numbers with your Flex merchant success team. They can recommend optimizations and flag if anything looks off.

Quick reference

The most common mistake is waiting until everything is perfect before announcing. Get your foundation in place and send the email — you can optimize from there.