Testimonial

A case study is an async customer interview — a structured set of questions you send to a customer, who answers at their own pace by typing or recording a voice memo. 

Available on the Ultimate + plan and above. Testimonial automatically transcribes voice answers and delivers a fully attributed, question-by-question transcript directly to you.

No scheduling. No Zoom links. No back-and-forth emails. Your customer answers when it suits them — in as little as 10 minutes.

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Customers speak their answers — Testimonial transcribes everything. Removes the biggest barrier to completion.

No scheduling needed. Customers answer in their own time, from any device. Progress is saved automatically.

Every answer is attributed to the respondent and delivered directly to your inbox, ready to use.

Ask respondents to also leave a testimonial at the end — it's automatically linked to their case study.

Auto-route NPS promoters (9–10) directly to a case study invite — no manual list needed.

Three starter templates tailored to common case study types. Fully editable after selection.

Go to your Space and click Case studies in the left sidebar. This page shows:

All your existing Case studies, each showing their name and active settings at a glance.

A New Case Study button in the top-right to create additional surveys.

- All your existing Case studies, each showing their name and active settings at a glance.
- A New Case Study button in the top-right to create additional surveys.

Each case study card has an edit (pencil) and delete (trash) icon. Clicking a case opens its management view with five tabs: Analytics, Submissions, Recipients, and Settings.

Click "Create your First case study" or "New Case study" to open the creation form.

If your current plan doesn't include this feature, an upgrade option will appear along with a sample of what the Case study would look like.

An internal label to easily identify the case study. 

Add the questions your customer will answer. Start from a template or build from scratch with "Add question". Templates are fully editable after selection.

Choose how respondents experience the form.

4. Testimonial collection (optional)

Check "Also ask recipients to leave a testimonial" to show a testimonial prompt at the bottom of the form. You can customize the request message. Submitted testimonials are automatically linked to their case study response.

Customize the email recipients who receive invitations. Supports <code>{{recipientName}}</code>, <code>{{senderName}}</code>, and <code>{{caseStudyName}}</code> as placeholders.

Sender name — the display name shown in the From field

Subject — defaults to <code>{{senderName}} wants your help with a case study</code>

Body — the CTA button and link are appended automatically

CTA button color — pick a preset or enter a custom hex value

- Sender name — the display name shown in the From field
- Subject — defaults to <code>{{senderName}} wants your help with a case study</code>
- Body — the CTA button and link are appended automatically
- CTA button color — pick a preset or enter a custom hex value

Check "Send a reminder to recipients who haven't replied" to automatically follow up with non-responders.

Click "Create" to save and activate. You'll land in the case study's management view.

Need help? Use the live chat at <a href="https://testimonial.to/" rel="nofollow noopener noreferrer" target="_blank">testimonial.to</a> or email <a href="mailto:support@testimonial.to" rel="nofollow noopener noreferrer" target="_blank">support@testimonial.to</a>

<a href="https://help.testimonial.to/en/articles/15441694-managing-your-case-studies">Managing your Case Studies</a> ​

- <a href="https://help.testimonial.to/en/articles/15441694-managing-your-case-studies">Managing your Case Studies</a> ​

Collect in-depth customer stories with a structured question set — answered by text or voice, fully transcribed, no scheduling required.

Case Study

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Case Study

What is a case study in a testimonial?

What makes it powerful

Voice answers, auto-transcribed

Fully async

Attributed transcripts

Built-in testimonial opt-in

NPS integration

Question templates

The Case Study list

Creating a Case Study

1. Name

2. Questions

3. Layout

4. Testimonial collection (optional)

5. Invitation email

6. Reminders

7. Create