Checkout Page Messaging

Surfacing Truemed messaging at the right moment in the checkout flow—when the cart actually contains HSA/FSA-eligible items—can meaningfully improve conversion. Customers who might not have thought to use their benefits are reminded at exactly the right time.

Why this matters

Many customers have HSA/FSA funds available but don’t actively think to use them during checkout. A well-placed message (“Your cart may be covered by your HSA/FSA”) acts as a prompt that converts browsers into HSA/FSA payers—especially near year-end when customers are motivated to spend remaining balances.

What to show

Effective checkout messaging is:

• Specific — “X item(s) in your cart are HSA/FSA eligible” outperforms generic copy
• Timely — shown after cart assembly, before or during payment method selection
• Actionable — paired with a clear call to action: “Pay with Truemed →”

Example messages:

“Some items in your cart may be covered by your HSA or FSA. Pay with Truemed to use your benefits.”

“2 items in your cart are HSA/FSA eligible. Use your pre-tax dollars at checkout.”

How to implement

1. Check cart eligibility

Use the check_truemed_checkout_method endpoint to evaluate the items in the customer’s cart. Pass all cart line items and receive a decision on whether Truemed should be shown as a checkout option.

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// Called when the cart is updated or the checkout page loads
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const response = await fetch('https://api.truemed.com/api/v1/product_catalog/truemed_checkout_method', {
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  method: 'POST',
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  body: JSON.stringify({
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    items: cart.lineItems.map(item => ({
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      sku: item.sku,
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      name: item.name,
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    })),
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  }),
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});
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const { show_truemed } = await response.json();

2. Conditionally render the message

If the cart contains eligible items, display your HSA/FSA messaging banner and the Truemed payment option. If not, hide it—don’t show the option for carts that won’t qualify.

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if (show_truemed) {
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  document.getElementById('truemed-checkout-banner').style.display = 'block';
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}

3. Tie it to cart changes

Re-check eligibility whenever the cart changes (items added, removed, or quantity updated) so the messaging stays accurate throughout the checkout flow.

Placement recommendations