Create and manage case studies

With case studies, you can create a library of specific examples of customer success stories. To work with case studies, users will need the View, Edit, and Publish user permissions for case studies. Once you've created case studies, you can analyze their performance. 

Please note: currently, case studies can only be created using the default template. 

Create case studies

• In your HubSpot account, navigate to Content > Case Studies.
• Click Start from scratch. 
• In the content editor, you can edit the content of these modules for your case studies: 
  • Company logo: your customer's logo. 
  • Title: the case study's title.
  • Media and summary: an overview of key facts about the customer and case study. 
  • Success metrics: up to four metrics that quantify your company's impact on your customer.
  • Testimonials: up to four quotes from your customer's employees. 
  • About company: a short overview of your customer's business. 
  • Case study body: the main content of your case study, including the customer's challenge, your solution, and the results. 
  • Call to action: provide next steps for visitors to the page. 
  • Related case studies: other case studies with similar profiles. 
• To hide a case studies module:
  • Click the siteTree Contents icon in the left sidebar.
  • Hover over a module and click the remove Remove icon to it. The Media and summary and Case study body modules cannot be removed. 
  • To add a hidden module back to a case study, hover over the module and click the add Add icon.

• When you're ready to set the case study live, click Publish in the top right. 

Edit a case study's settings

You can set edit basic settings for your case study, including the page title, URL, and meta description. 

• In your HubSpot account, navigate to Content > Case Studies.
• Click the name of a case study. 
• In the content editor, click the Settings menu and select General. 
• In the Title field, enter the name of your case study. This title will appear populate in the Title module on the page. 
• In the Page URL section, enter a URL slug to customize the page's URL. 
• In the Meta description field of the dialog box, enter a description of the post's content that will appear in search results.

• In the Social Share Image field, you can add an image that will appear when the case study is shared on social media. 
  • To remove the current image, hover over the image and click X. 
  • To add an image from your computer, click Upload. 
  • To add an image from the files tool, click Browse images. 
• Click the Industry dropdown menu and select your customer's industry. 
• To tell search engines which URL to prefer if this content is available elsewhere on your site, enter a URL in the Canonical URL field. Learn more about using canonical URLs.

Preview case studies

• In your HubSpot account, navigate to Content > Case Studies.
• Click the name of a case study. 
• In the content editor, click Preview in the top right. 
• To preview the case study on a different device, click a mobile device icon at the top of the preview page. 
• To access a full page preview, click Open in a new tab in the top right. To share this preview page with other users in your HubSpot account, click Copy link on the preview page. Users must be logged into HubSpot to view this preview.

Edit case study appearance

You can edit the appearance of your case studies by editing the theme you're using, as well as the global content of the header and footer. 

Please note: themes and global content are designed to be used across your website, so it's recommended to verify where these elements are used before making changes. 

• In your HubSpot account, navigate to Content > Case Studies.
• To edit the styling of your case studies, click the Configure dropdown menu in the top right and select Theme. Learn more about working with themes. 
• To edit the header or footer, click the Configure dropdown menu in the top right and select Header or Footer. Learn more about working with global content like headers and footers. 

Edit case studies listing page

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Content > Case Studies. 
• To change the URL of your case studies: 
  • Click the Domain dropdown menu and select the domain where your case studies will be hosted. 
  • Enter a URL slug in the Case studies slug field. 

Please note: you can host case studies on any connected primary or secondary domain.

• To edit information for the listing page displaying all case studies: 
  • In the Listing Page section, enter a title for your listing page in the Page title field. This title will appear in the browser title bar and on the listing page as a header. 
  • In the Page subheading field, enter a subheading that will appear under the title on the listing page. 
  • In the Meta description field, enter a description of the listing page that will appear in search results. 

Generate case studies with AI

You can also use Breeze, HubSpot's AI, to generate case studies from a description of the case study's content and uploaded documents. 

• In your HubSpot account, navigate to Content > Case Studies.
• In the top right, click Start with AI. 
• In the Case study or idea field, enter more details about the topic, purpose, background, process, solution and outcome the case study will cover. 
• Click the Country of target audience dropdown menu and select a country. 
• To add details from a specific company in your account, click the Company dropdown menu and select a company. To add a new company, click the Company dropdown menu, then click Add company and create a company.

• Click Select title. 
• Review the list of titles and SEO keywords based on your prompt, along with the following metrics: 
  • MSV: Monthly Search Volume, the number of times per month users searched for this term on Google.
  • Difficulty to rank: the difficulty to rank organically on search engine results pages for that keyword. A higher number indicates greater difficulty ranking well in search results. 
  • Keyword intent: the general goal of the person performing the search. The following keyword intents may appear:
    • Navigational: find a specific page.
    • Informational: learn more about a topic.
    • Commercial: research products before making a purchase.
    • Transactional: complete a specific action, usually a purchase. 

• To generate additional titles, click Show more titles. 

• Select a title, then click Add documents. 
• Add audio, image, text, or video files to improve your case study. Click Upload files to add files from your device or Browse to add files from the files tool. 
• Click Generate case study.