## 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](https://docs.withflex.com/merchant-success/marketing/brand-and-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](https://docs.withflex.com/merchant-success/website/landing-page)

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](https://docs.withflex.com/merchant-success/support/customer-support)

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## 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](https://docs.withflex.com/merchant-success/website/product-page)

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](https://docs.withflex.com/merchant-success/website/inline-cart)

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## 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](https://docs.withflex.com/merchant-success/marketing/email-and-sms#1-launch-email)

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](https://docs.withflex.com/merchant-success/marketing/social-and-influencers)

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## 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](https://docs.withflex.com/merchant-success/marketing/email-and-sms#2-evergreen--lifecycle-email)

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](https://docs.withflex.com/merchant-success/marketing/email-and-sms#abandoned-cart)

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](https://docs.withflex.com/merchant-success/marketing/email-and-sms#post-purchase-education)

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](https://docs.withflex.com/merchant-success/marketing/paid-media#3-retargeting)

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## 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](https://docs.withflex.com/merchant-success/marketing/paid-media)

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](https://docs.withflex.com/merchant-success/marketing/email-and-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](https://docs.withflex.com/merchant-success/marketing/social-and-influencers#influencers-creators)

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.

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## Quick reference

| Phase | Timeline | Priority actions |
| --- | --- | --- |
| Foundation | Day 0 | Messaging review, landing page, support brief |
| Site | Days 1–3 | PDP badges, inline cart messaging |
| Announce | Days 4–14 | Launch email, homepage banner, social posts |
| Integrate | Days 15–29 | Welcome, abandoned cart, post-purchase flows, retargeting ad |
| Expand | Day 30+ | Ad variants, email review, creator briefs, share results |

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.