Frequently asked questions

What is the purpose of this email?
This onboarding email introduces new Truemed HSA/FSA account holders to the platform, explaining how they can purchase eligible health and lifestyle products using pre-tax benefits.
Why showcase lifestyle product categories like fitness and supplements?
It educates users that HSA/FSA funds can cover preventive wellness beyond traditional medical care, expanding their understanding of what benefits they can access.
How does the four-step process support the onboarding experience?
Breaking the purchase workflow into Browse → Choose → Qualify → Pay reduces friction for users unfamiliar with HSA/FSA rules and Truemed's provider qualification requirements.
Can this email template be adapted for other financial platforms?
While the step-by-step structure is reusable, the email is tailored to HSA/FSA benefits and Truemed's specific qualification workflow, limiting direct reuse without significant customization.