Best Practices: Intuit’s TurboTax Campaign by iHispano.com

Rudy Martinez, CEO at iHispano.com, presented at our Fourth Annual Hispanic Digital and Print Media Conference, a case study about Turbotax and how to engage Hispanic consumers with a Tax Software. Below is an abstract of the main challenges Turbotax faced and how iHispano.com tried to solve them by connecting with Hispanics and generating traffics and clicks.

 

OBJECTIVE

Convince prospective consumers to use TurboTax by leveraging a free offering to engage and get them to click through, subsequently convincing them to start working with the product. Special focus was given to the pilot product TurboTax en Español.

TARGET AUDIENCE

Hispanic consumers who are open to using tax software, don't perceive their taxes to be complex, are value seekers, and currently use a tax store or a pro.

This group needed to:

Get the biggest refund possible

 Get their taxes done easily with help if they need it

 Feel safe from an audit

 

GOALS

 Gain insights for the development of culturally relevant messaging

 A/B test the impact of language in overall conversion

 Banners

 Landing Page

 Dedicated Email and Newsletter Insert

 Survey

 Online Poll

Identify properties & placements where TurboTax messaging performs best

 Understand Hispanics’ attitudes towards tax preparation, current tax prep method, likelihood to use tax software, language preference for tax prep (email survey)

 

TOOLS FOR SUCCESS

 DART Adapt provided automatic optimization on response

 Online Re-targeting allowed for the determination of high-value consumers

 Tracking pixels that allow the evaluation of best sources for leads/sales

 Customized ads

 An experienced team who understands the relevance of language and culture

 Open and direct communication with client

 Distribution that included the entire PDN ad network

 

CAMPAIGN MANGEMENT

 One-to-one client service

 Daily monitoring and optimization of campaign

 Continuous reporting

 Daily analysis

 

RESULTS

 A/B testing yielded double digit differences between language and creative preferences allowing client to properly structure future campaigns.

 Dedicated email received open rates of over 20%.

 Newsletter inserts received open rates of over 15%.

 Survey responses provided client with healthy insights on attitudes towards taxes and tax preparation.


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Marcos Baer @MarcosBaer

Marcos oversees editorial and sales. He is based in Portada's NYC headquarters. Prior to launching Portada in 2003, Marcos worked in both the media and finance sectors. He occupied leading roles at the Spanish edition of The Wall Street Journal, in Spain’s newspaper Cinco Dias and at SwissRe. He is an MBA, and a CFA. Marcos is a print junkie and also loves all things digital media. He also is passionate about everything related to New York City and loves to play tennis.

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