SURVEY TEMPLATE

Customer Case Study Form Template

While a testimonial vouches for your business, a case study tells potential clients just how you can help them. Case studies illustrate use cases for your product or service and show actual examples of how you made a difference for your clients. In short, case studies are an absolute marketing essential. While you may have some of the details about potential case studies, the best case studies include insights directly from your clients – in their own words. Before you write a single word, get the full story from your clients by starting the conversation with our Customer Case Study Form Template.

CATEGORY
Forms
TIME TO COMPLETE
5 minutes (approx.)
NO. OF QUESTIONS
9
Gather customer insights

1.Interactive Design An interview is an important part of developing a case study, but a well-designed customer case study form can be engaging and interactive while allowing your clients the opportunity to stop and reflect before responding. Keep simple questions simple, but make the most of participants’ answers with a wide range of question types and smart skip logic to get to the most relevant questions for each respondent. Try to collect the most useful information without overwhelming your participants – after all, they’re doing you a favor. Ideally, minimize the number of questions but keep customers engaged with features like Focus Mode and Data Population.

2.Multi-Channel Distribution You never know when someone might be ready to share their story. Make it easy for customers to connect with you at the right moment by embedding a case study form on your website or linking it from your social media profile, or send it on-demand by email or SMS. Our responsive designs mean that your forms look great on any device.

3.Listen and Learn A case study isn’t just to build up your brand. Customer responses can also provide key insights about your strengths and weaknesses. Make the most of the feedback you collect with robust analytics and versatile data visualization tools.

Benefits of Customer Case Study Forms
1.Gain better insight into your customer’s journey - from brand / product discovery to conversion and beyond
2.Identify aspects that will resonate with clients, both prospective and new
3.Showcase real experiences from real people to better connect with prospective clients
4.Make it easier for clients to share feedback and experiences by giving them time to write everything down, thereby gaining deeper insights
CATEGORIES/TAGS

How to use this survey template?

Once you sign in to your Sogolytics account, simply select a template from the bank to get started. Edit, add, or remove questions as per your needs, and create the survey you need easily.

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FAQs

How does a survey template work?

A survey template is a professionally designed questionnaire designed to meet the specific goals of the identified project type. The structure, questions, and answers have been carefully developed to enable users to connect with the right audiences to achieve the appropriate purpose. This template is already built and waiting within the Sogolytics platform, saving time in both the generation of ideas and actual development of the survey. Survey templates also provide a source of inspiration for those uncertain where to begin or seeking guidance and new insights on existing projects.

Can I customize a survey template before I launch?

Yes! While a template provides a solid starting point, most users will choose to customize the survey template before launching. Customization may include adding or removing questions or answers, modifying text, and revisiting logic, pre-population, or other functionality. Visually, a template may also be customized to reflect the appropriate branding, such as a logo, colors, and styles.

How can I get this survey template?

If you don’t already have a Sogolytics account, click “Try This Template” below. You’ll receive a copy of the template in your inbox and you’ll also complete sign-up for a free Sogolytics account. When you log in to the account, the template will be ready and waiting for you to get started.

Where can I find survey templates in my Sogolytics account?

If you already have a Sogolytics account, you’ll find the Template Bank on the home screen when you log in. You’ll also see the option to start from a template every time you create a new project. Create a project on the home screen, from All Projects, or while you’re working on another project. Interested in just a few questions from a specific template? Add them to the Question Bank in your account and re-use them when and where they work best.

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