Fidelity HSA^® Prior-Year Contributions Campaign

Campaign details

What are the goals of this campaign?

Educate employees about the ability to retroactively contribute to their HSA. Through this campaign, we are seeking to 1) Raise awareness of the ability to retroactively contribute to your HSA and 2) Drive contributions for HSA accountholders who have not maxed out their contributions.

When will these communications be sent?

This email will be sent the first week of February to those who align with the targeted criteria.

Who will receive this campaign?

Participants who have not maxed out their HSA Contributions. This campaign will include two e-mail versions, based on customer segmentation. These five distinct segments, grouped by similar attitudes and approaches to their spending, saving, investing, and orientation to seeking help, provide an additional dimension to more tangible elements like age and affluence.

What message is available?

The email message is targeted to different employee segmentation audiences.

Click here for a sample email for the first email version (targeted towards Jugglers & Safeguarders) to make a prior-year contribution

Click here for a sample email for the second email version (targeted to DIYers, Aspirers, & Collaborators) to make a prior-year contribution

Email will be distributed based on the following messaging hierarchy:

1. Employee provided email
2. Employer provided email

What is the call to action?

CTA: Make a one-time prior-year contribution to their HSA via NetBenefits or the Fidelity Health app