New Year, New You email templates
January is a high-intent season for health and wellness purchases—and it also marks the start of a new benefit year. Most customers have just received fresh HSA/FSA funds, and many are making resolutions to prioritize their health. Now’s the perfect time to position your products as smart, pre-tax investments in a healthier year.
Use the plug-and-play email templates below to:
- Promote newly available pre-tax funds (~30% average savings)
- Align with New Year wellness goals and routines
- Drive urgency to act while motivation is high
TL;DR – 3 things to add to your “New Year, New You” emails for HSA/FSA revenue
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Promote Fresh Funds: Let customers know they can use newly replenished HSA/FSA dollars to shop now.
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Connect to Resolutions: Tap into the natural motivation to start new wellness routines, habits, and health goals.
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Use Clear CTAs: Include call-to-actions like “Qualify Now” or “Use Your Pre-Tax Dollars” to guide next steps.
Email design templates
Email copy templates
Email 1 – New funds, new you
Subject Line: Fresh HSA/FSA funds? Here’s your healthiest first spend
Header: Start 2025 strong—with pre-tax savings
Body Copy:
A new year means new opportunities to invest in your health—and new HSA/FSA funds to help you do it.
Truemed makes it simple for qualified customers to use HSA/FSA dollars on [memberships, personal training, class packs, fitness programs, etc.], saving ~30%* with pre-tax funds.
<Insert “How to Check Out with HSA/FSA” copy>
CTA: [Find Out If You Qualify]
*On average, 30% of gross income is paid to state and federal tax. Individual tax rates vary. To see your estimated savings, check out the TrueSavings Estimator.
Email 2 – Health goals, pre-tax
Subject Line: Your 2025 health goals—now with ~30% savings
Header: Invest in your wellness with HSA/FSA funds
Body Copy:
Start the year with smarter spending. If you’re eligible, you can use your HSA/FSA funds to pay for [memberships, personal training, class packs, fitness programs, etc.]—a qualified health expense—saving ~30%*.
Truemed makes it easy to get started.
<Insert “How to Check Out with HSA/FSA” copy>
CTA: [Qualify Now]
*On average, 30% of gross income is paid to state and federal tax. Individual tax rates vary. To see your estimated savings, check out the TrueSavings Estimator.
Email 3 – Make the most of January
Subject Line: New year. Fresh funds. Big savings.
Header: Don’t let January momentum go to waste
Body Copy:
Most HSA/FSA accounts just renewed—so if you’re eligible, you’ve got brand-new pre-tax dollars to spend.
Use them on [memberships, personal training, class packs, fitness programs, etc.] to invest in your 2025 health goals and save ~30% with Truemed.
<Insert “How to Check Out with HSA/FSA” copy>
CTA: [Find Out If You Qualify]
*On average, 30% of gross income is paid to state and federal tax. Individual tax rates vary. To see your estimated savings, check out the TrueSavings Estimator.
Email 4 – HSA/FSA approved
Subject Line: Approved by resolutions—and HSA/FSA
Header: Make your healthiest purchase yet—with pre-tax dollars
Body Copy:
[Memberships, personal training, class packs, fitness programs, etc.] are eligible for payment with HSA/FSA funds for qualified customers.
Truemed makes it easy to get reimbursed for your purchase—saving ~30%*.
Start the year off right, and train smarter.
<Insert “How to Check Out with HSA/FSA” copy>
CTA: [Find Out If You Qualify]
*On average, 30% of gross income is paid to state and federal tax. Individual tax rates vary. To see your estimated savings, check out the TrueSavings Estimator.
How it works – membership purchases
Here’s how you can maximize your savings:
1. Complete health assessment:
Take a quick, private health survey. A licensed provider will review your answers to determine eligibility. If eligible, you’ll receive a Letter of Medical Necessity (LMN) within 1-2 days.
2. Make Your Purchase:
Do not pay with an HSA/FSA card during checkout.
3. Submit For HSA/FSA Reimbursement:
If you qualify, you’ll receive an LMN and a guide on how to submit your purchase to your HSA/FSA administrator for reimbursement. Claims are typically paid out in 2-4 weeks.