> ## Documentation Index > > Fetch the complete documentation index at: https://testimonial.to/guide/llms.txt > Use this file to discover all available pages before exploring further. # Case Study > Collect in-depth customer stories with a structured question set — answered by text or voice, fully transcribed, no scheduling required. ## 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. ![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/c1/c17d9c8d266b58c7e70d87af3ca0bcfa.png) 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. ![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/53/538ce6d5b567127294e87e6aa169b0f8.png) 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." ![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/94/9423b2247d9444e262fba9d35dc2ea42.png) ## 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. ![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/96/96b61d4e2b8dbedeecd406f5f43ee7cc.png) ## 3. Layout Choose how respondents experience the form. ![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/d7/d7c2fc45ae0d587e4c581ca0ef6ee1a6.png) ## 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. ![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/5a/5aa7c02c8123265af660910a6486c56d.png) ## 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 study` - **Body** — the CTA button and link are appended automatically - **CTA button color** — pick a preset or enter a custom hex value ![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/80/805b42012a873b304c18731e99809a28.png) ## 6. Reminders Check "Send a reminder to recipients who haven't replied**"** to automatically follow up with non-responders. ![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/90/90da49579e9bc00ce54a02a367a82a73.png) ## 7. Create Click "Create" to save and activate. You'll land in the case study's management view. --- Need help? Message us in the chat widget. **Next steps:** - [Managing your Case Studies](https://help.testimonial.to/en/articles/15441694-managing-your-case-studies) ​