This guide will walk you through the process of installing and configuring Gale Eligibility app on your Shopify store, enabling onsite messaging for HSA/FSA Eligible Products

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Prerequisites

Before you begin, ensure the following:

  • Shopify Admin Access : You have administrative access to your Shopify store.
  • Gale Payments API Key : You received your API Key during the Gale Payments onboarding process.

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Installation

1

Install Gale Eligibility App

2

Configure API Credentials

  1. Go to Shopify Admin > Open Gale HSA & FSA Eligibility App
  2. Click Configure API Key

  1. Enter Gale API Key provided during onboarding process and Click Save .

3

Add GTIN/UPC Codes to Products

  1. Click Go to Products Edit Page > and enter GTIN/UPC Code in Barcode (ISBN, UPC, GTIN, etc.) field.

Repeat same process for all HSA/FSA Eligible products and add GTIN/UPC Codes.

4

Sync Products

  1. Open Gale HSA & FSA ELigibility App in store admin.

Click Go to Sync Products > and Hit Sync Products Button so start product sync process.

5

Add HSA/FSA Eligibility Widget

Click Add Widget to Theme or go to your theme editor page and select DefaultProduct PageTemplate.

Add a section/block under the Product Price or Product Title and choose from one of 5 Different types of Eligibility Messaging.

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Custom Code for Widgets

Add Onsite messaging using Custom Code

If you are using a custom theme , you can paste code snippets provided at approriate locations (product page template preferred.)

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Troubleshooting

  • Eligibility Messaging not Visible: Ensure that you have synced products and added messaging widget to Default Product Template using theme editor.
  • Product not Eligible: Ensure that you have added correct GTIN/UPC Codes for relevant products and have synced products after doing so.

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Need Help?

If you encounter any issues, contact our support team at support@withgale.com. We’re here to help!

By completing these steps, you will be able to see HSA/FSA Eligibility messaging on your store for eligible products.