Creating a Case Study
Access the Responses tab and select the survey you'd like to work with.
Under the Testimonials or Participants tab, locate and select the respondent feedback you'd like to visualize.
– A preview of their feedback will appear.Click Create Case Study to generate the case study.
Customize your case study. See Case Study Settings and Inline Text Editing below for complete options.
When you're ready, click Publish Asset to Library to save and share your case study.
Case Study Settings
Header Image
Toggle the header image on or off (it appears on the right side of the header).
Company Profile
Show or hide the company profile on the left side of the case study body.
If shown, you can:
Add a company logo and description.
Edit the default fields: industry, size, and country.
Click directly on text to change field labels and values.
Use your own labels if using custom classifiers for industry.
Header Background Color
Choose a background using the color picker or enter a HEX code.
Accent Color
This color is applied to:
The CTA button
Stat text and borders
Bullet points in the survey snapshot
Select it via the color picker or a HEX code.
Learn More URL
Adds a Call-to-Action link in the bottom-left corner of the header, directing users to your website.
Editing Text Inline
You can edit the following directly within the case study template:
Title and description
The case study is pre-filled with:
Introduction
Outcome
Testimonials (all from this participant)
Statistics
Survey Snapshot (includes participant's survey questions and answers)
All pre-filled sections are editable and optional—delete anything that’s not relevant or use the up/down icons to reorder them. To add new sections, click Add Section and choose:
Text
Image
Video (paste a URL from YouTube or Vimeo)
Survey Snapshot (if not already included)
Key Statistics
Testimonials (only if previously removed)