Fidelity HSA^® Before Annual Enrollment Email Campaign

This campaign provides targeted education to employees who may benefit from taking action during annual enrollment. The campaign:

• Drives awareness and consideration for those eligible for the HSA-eligible Health Plan (also called High Deductible Health Plan, or HDHP)
• Provides select employees next steps to open and take advantage of their HSA

Audiences, goals, and email samples:

What are the goals of this campaign?

1. HDHP-eligible but not enrolled: Provide employees awareness and education around HDHPs and HSAs.

2. HDHP enrolled, no HSA open: Provide next steps for employees to open their HSA

3. HSA open, no employee contributions: Educate employees on the benefits of contributing to their HSA

View email samples

When will these communications be sent?

Each audience will receive 2 email touches, sent 2-weeks apart. You can select which week the first touch will be sent – we recommend 3-4 weeks before your annual enrollment period begins.

What is the call to action?

The call to action is specific to each audience. Communications will drive employees to our pre-login educational microsite or the relevant HSA experience on NetBenefits, depending on the email.