## HSA/FSA Eligibility Messaging in Inline Cart

To ensure your customers clearly understand they can use their HSA/FSA funds to pay for eligible products, it’s important to display HSA/FSA eligibility messaging prominently at the top of your inline cart or checkout. This guide explains why this placement matters and offers best practices to implement it effectively.

## Why it matters

Many customers are unaware that:

- Their purchase includes HSA/FSA-eligible products
- They can use their HSA or FSA card just like a credit card with Flex at checkout

By highlighting eligibility early in the purchase journey, specifically in the cart or checkout, you can help:

- Reduce friction and confusion
- Increase trust and perceived value
- Improve conversion rates for eligible product purchases

## Best practice: inline cart eligibility messaging

### Recommended placement

- Top of the inline cart drawer or page
- Above or near the subtotal section
- Clearly visible before the user initiates checkout

### Example message

> One or more items in your cart are HSA/FSA eligible! Select Flex at checkout to use your HSA/FSA card.

### Design tips

- Use a Flex badge or icon to attract attention
- Display a link to a dedicated landing page or tooltip explaining how HSA/FSA payments work
- Show item-level HSA/FSA eligibility next to applicable line items, when possible

### Industry best practices for cart messaging

| **Best Practice** | Description |
| --- | --- |
| **Be explicit** | Use terms like “HSA/FSA card,” “eligible,” and “Flex” to avoid ambiguity |
| **Keep it brief** | Cart messaging should be 1–2 short lines to avoid clutter |
| **Use visual cues** | Flex Icons and consistent HSA/FSA branding help reinforce the message |
| **Repeat strategically** | Reinforce eligibility in product pages, the cart, and during checkout |

## Buttons

In addition to messaging, consider adding a button or call-to-action that helps customers checkout using their HSA/FSA funds.

## Business impact

Displaying HSA/FSA eligibility in the cart can drive measurable results:

- Higher conversion rates for eligible products
- Increased cart confidence - customers feel empowered when using pre-tax funds
- Lower abandonment rates for health-related items

## Implementation notes

- If you’re using Shopify, this messaging can be added via theme customizations to your cart page. You can also add it in the cart-drawer.liquid or cart.liquid files.
- You can optionally use product tags to conditionally display the message only when HSA/FSA-eligible items are present.

## Summary

Highlighting HSA/FSA eligibility with Flex at the top of the cart is one of the highest-impact ways to drive awareness and usage. By clearly communicating this benefit, you unlock a powerful incentive for your customers to complete their purchase using funds they’ve already set aside. If you need help implementing this in your cart UI, reach out to [support@withflex.com](mailto:support@withflex.com).

## Examples

- Merchant Example: [NordicTrack](https://www.nordictrack.com/product/x24-treadmill)
- Merchant Example: [Lumen](https://www.lumen.me/shop#)