Rudy Martinez, CEO at, 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 tried to solve them by connecting with Hispanics and generating traffics and clicks.



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.


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



 Gain insights for the development of culturally relevant messaging

 A/B test the impact of language in overall conversion


 Landing Page

 Dedicated Email and Newsletter Insert


 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)



 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



 One-to-one client service

 Daily monitoring and optimization of campaign

 Continuous reporting

 Daily analysis



 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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