The HealthEquity Client Site has a feature that allows you to customize messages displayed on the Member Site when members log in to their HealthEquity account.
Things to know
Messages are displayed to eligible participants each time they log in to the participant/member site.
Messages are used to emphasize your program features.
Messages can be changed as often as you’d like.
Messages will be displayed according to display order (after system-generated action items).
Messages display from the Start Display Date through the Stop Display Date.
You can add future messages for some or all employee groups.
To stop or cancel a message, change the Stop Display Date.
Any message with the same date as both the Start Display Date and Stop Display Date will not display.
Create a message
From the Dashboard, click Participants > PPT Site Messages.
Click on ‘Add a Message’ in the right-hand corner.
Enter a message header within the ‘Header’ field.
Enter your message in the ‘Message’ field, using either HTML codes (instructions in next section) or regular text.
There will be no formatting available if you use regular text.
Select a date range to display your message and enter the start and end date. Messages with no end date will continue to be displayed indefinitely.
Determine whether the message is directed toward all or just some of your Benefit Groups.
Use the check boxes to indicate which Groups will see the message. Select ‘Save’ when you are finished.
If applicable, use the checkbox to display the message to commuter groups.
Select ‘Save Display Order’ after you have entered numbers in the Display field to determine the order in which multiple messages should display on-screen.
Formatting messages using HTML
You can enter messages using regular text; however, you will not be able to reflect indentation, bold font, italics, or any other type of formatting tools, unless you use HTML codes.
<B> Text following will be in bold font.
</B> Turns off bold and returns to default font setting.
<BR> Line break will follow. If you would like more than one line break, enter additional codes.
<P> Paragraph space will follow. This automatically creates two returns for you.
<I> Text following will be in italics.
</I> Turns off italics and returns to default font setting.