Fidelity HSA® Reminder to Open Campaign
Campaign details
What are the goals of this campaign?
Drive HSA account opening for those employees who have enrolled in their HSA-eligible Health Plan but have not yet opened their Fidelity HSA.
When will these communications be sent?
The campaign is distributed on Fridays and goes into effect once the enrollment file is received.
Who will receive this campaign?
Employees who have enrolled in an HSA-eligible health plan, but have not yet opened their Fidelity HSA.
What message is available?
You can opt to send either 3 or 6 email touches on a weekly or bi-weekly basis. There is optional employer contribution messaging built into the campaigns. A backup postcard is sent 1x if no valid email address is on file for the employee.
NOTE:
- Once the account is opened, the campaign stops mailing.
- If a participant does not open the account after the maximum number of touches, the campaign does not run again for that participant in the given plan year.
What is the call to action?
The communications will drive employees right to the start of the account opening process on NetBenefits post login.