What is a case study in a 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.
Plans below Ultimate+ include a one-time free preview: 1 case study and 1 real customer invitation, with a real answer back. The preview is once per account, shared across every Space, and never resets. Ultimate+ is unlimited and has no free-preview tags.
The product shows: "Free on your plan: 1 case study and 1 customer invite, with a real answer back. No upgrade needed."
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.
What makes it powerful
Voice answers, auto-transcribed
Customers speak their answers — Testimonial transcribes everything. Removes the biggest barrier to completion.
Fully async
No scheduling needed. Customers answer in their own time, from any device. Progress is saved automatically.
Attributed transcripts
Every answer is attributed to the respondent and delivered directly to your inbox, ready to use.
Built-in testimonial opt-in
Ask respondents to also leave a testimonial at the end — it's automatically linked to their case study.
NPS integration
Auto-route NPS promoters (9–10) directly to a case study invite — no manual list needed.
Question templates
Three starter templates tailored to common case study types. Fully editable after selection.
The Case Study list
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.
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.
Creating a Case Study
Click "Create your First case study" or "New Case study" to open the creation form.
On plans below Ultimate+, you can create and send the free preview without upgrading. After it is used, the account owner sees an upgrade prompt: "You've used the free case study invitation included in your plan. Upgrade to Ultimate+ for unlimited invitations." and "Your free preview includes 1 case study. Upgrade to Ultimate+ for unlimited case studies."
Public respondents never see an upsell. They see a closed page: "This case study is no longer accepting new responses." or "No longer available."
1. Name
An internal label to easily identify the case study.
2. Questions
Add the questions your customer will answer. Start from a template or build from scratch with "Add question". Templates are fully editable after selection.
3. Layout
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.
5. Invitation email
Customize the email recipients who receive invitations. Supports {{recipientName}}, {{senderName}}, and {{caseStudyName}} as placeholders.
Sender name — the display name shown in the From field
Subject — defaults to
{{senderName}} wants your help with a case studyBody — the CTA button and link are appended automatically
CTA button color — pick a preset or enter a custom hex value
6. Reminders
Check "Send a reminder to recipients who haven't replied" to automatically follow up with non-responders.
7. Create
Click "Create" to save and activate. You'll land in the case study's management view.
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