Ongoing Monthly Engagement

How the program works:

Series of automated emails delivered to enrollees over the course of a plan year. Emails are built and distributed by our WealthCare system.
This is a post enrollment engagement program, designed to ensure emplyees are on-boarded appropriatedly and use their accounts to maximize their benefits.
Emails will be send the 4^th Wednesday of each month.

Schedule	Message Summary	Call to Action
February	Getting to know your account	Register for the portal Download the mobile app Make contributions View eligible item Log into your account
March	HSA myths debunked	Access your account Calculate long-term savings
April	Easy spending and direct deposit	View eligible items Use debit card / watch video Set up direct deposit Shop at Marketplace Shop at HSA Store
May	Saver or spender	Complete an online quiz
June	Contribute to your HSA	Make a contribution in the WealthCare portal
July	HSA Store promotion	View eligible items Shop at HSA Store Shop at Marketplace
August	Long-term savings potential	Watch investment video Log into your account Calculate long-term savings
September	Re-enroll next year	View account summary Calculate long-term savings
October	Contribute before end of tax season	Make a contribution in the WealthCare Portal
November	End of year recap	View account summary
December	Tax forms	View account summary

Schedule	Message Summary	Call to Action
February	Getting to know your account	Access FSA Register for the portal Download the mobile app Set up direct deposit View eligible item Log in now
March	Easy Spending	View eligible items Shop at Marketplace Watch debit card video Shop at FSA Store
April	Get reimbursed faster	Use debit card / watch video Set up direct deposit
May	Saving Receipts	Save receipts (no button)
June	Seasonal spending	Shop at FSA Store Shop at Marketplace Watch eligibility video
July	Mobile App	Download Mobile App
August	FSA Store promotion	View eligible items Shop at FSA Store Use prescriptions at FSA Store Shop at Marketplace
September	Re-enroll next year	View account summary
October	Planning next year's election	Watch election planning video Calculate estimated annual healthcare expenses
November	Encourage end of year spending	Shop at FSA Store View eligible items Check your account Shop at Marketplace
December	End of year recap	View account summary