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Leads and results

What customer information do I see in Leads?

When someone taps your Burst link or scans your QR code and starts an FSA/HSA letter request, they show up in Leads.

What you see

  • The customer’s name and email
  • Which offering they started a letter for
  • Where they are in the process: In progress, Paid, or Letter sent

You can search by name or email and Export CSV to follow up in your own tools.

What you never see

Leads never include medical detail. Health answers stay between the customer and the reviewing clinician. You don’t need to handle, store, or protect any health information.

On the Free plan you see how many people visited your Burst page. Names and emails of who those visitors are come with the Growth plan.

Following up

A customer who started but didn’t finish is a warm lead. A short, friendly reminder about their FSA/HSA savings is fair game. Don’t ask about their health.