> ## 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.

# Managing your Case studies

> Manage case study analytics, submissions, recipients, and settings after you create one.

After you create a case study, open it from the list to manage analytics, submissions, recipients, and settings. Preview the survey or copy the share link at any time.

---

## The management view

Click a case study in the list to open its management view. Two buttons stay available at the top right:

-   **Preview** — opens a live preview of the survey as respondents will see it
    
-   **Copy share link** — copies the direct survey URL so you can share it by email, Slack, or anywhere else
    

Four tabs control the case study.

![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/c9/c910d3d5483e2abde3b038549cc997f3.png)

---

## Analytics

Shows real-time performance once responses start arriving. Four headline metrics appear at the top.

![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/cb/cb59828e110a7fc180995a4d14db89fd.png)

![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/f0/f0b773ea3d622c23d6e7639802b2f527.png)

## Per-question response rate

A bar chart of the percentage of submissions that answered each question, plus the average answer length per question. Use this to find questions that are skipped or take unusually long — both are signals to rewrite or simplify.

## Status breakdown

A donut chart with counts and percentages across the three states.

## Answer format

Shows the split between voice and text answers, and the average answer length in words across all submissions.

## Invitation funnel

Shows invited, clicked the link, incomplete (In progress), and submitted.

**Note:** Until responses arrive, Analytics shows: _No data yet. Once recipients start responding, analytics will appear here._

---

## Submissions

Shows every individual submission. Use the filter tabs at the top to view by status.

![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/99/994d3d6a422fb97a459f00c8c75928aa.png)

Click a submission to open the full transcript — every question and its answer. Voice answers appear as transcribed text next to the original recording.

![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/15/1596b855af4a2ed13befa2cd845a381b.png)

**Note:** Testimonial opt-in responses appear in your Space inbox automatically, linked to this case study so you know which customer story they came from.

---

## Recipients

Manage who receives the case study invitation email. Two ways to add recipients:

-   **\+ Add recipient** — add by name and email. The invitation email is sent immediately.
    
    ![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/a8/a8cf915f00c51bc36e770dfde78b6b31.png)
    
-   **Import from testimonials** — pull in contacts from customers who already submitted a testimonial in this Space.
    
    ![](https://apuqtiwclzoqhluvxsdm.supabase.co/storage/v1/object/public/help-center/0d/0d017cf889ca92e3c85040c6a4d2c850.png)
    

Each recipient card shows the current status — Invited, In progress, or Submitted — and a View response link after they submit. You can remove a recipient with the trash icon.

Importing from testimonials is the fastest way to build a first recipient list. Customers who already submitted a testimonial already have a relationship with your product.

**Note:** Plans below Ultimate+ include 1 free customer invitation for the whole account. After it is used, the account owner sees: "You've used the free case study invitation included in your plan. Upgrade to Ultimate+ for unlimited invitations." Public respondents never see an upsell. They see "This case study is no longer accepting new responses." or "No longer available."

---

## Settings

Edit the case study after it is created — the same fields as the creation form:

-   Name
    
-   Questions — edit, reorder, or add questions
    
-   Layout — switch between one-at-a-time and all-on-one-page
    
-   Testimonial collection — turn on or off and edit the request message
    
-   Invitation email — update subject, body, and CTA button color
    
-   Reminders — enable or disable automatic follow-ups
    

Click **Save** to apply changes. Updates to email templates also apply to the email that has been sent.

Related: [Case Study](https://help.testimonial.to/en/articles/15418575-case-study)

---

Need help? Message us in the chat widget.