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5 Great Case Study Email Templates To Copy & Paste

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You have powerful customer stories to tell, and email is the perfect place to share them. Here are five key templates for sending case studies that get noticed.

Using a template gives you a solid starting point, so you can craft a beautiful, effective email without starting from scratch.

Tips for Writing Case Study Emails

  • Focus on the transformation. Your email should tell a clear before-and-after story. Briefly set up the problem your customer faced and then show how your product or service created a positive change. This narrative is more engaging than just listing features.
  • Let your customer do the talking. Pull a short, impactful quote from the case study and feature it prominently in your email. A real customer's voice is often more persuasive and adds a layer of authenticity.
  • Keep the email body concise. Think of the email as a hook, not the entire story. Summarize the key results and provide just enough information to pique curiosity, then link out to the full case study on your website.
  • Write a subject line that teases the result. Move beyond the standard "New Case Study." Try something more specific and intriguing, like "How [Customer Name] saved 10 hours a week" or "A peek inside [Customer Name]'s success."
  • Include one clear call to action. Don't confuse your reader with multiple links. Have a single, obvious button or link that takes them to the full case study. Use clear, action-oriented text like "Read the full story" or "See how they did it."

Types of Case Study Email Templates We Will Cover

  1. Customer Success Email Template
  2. Product Launch Email Template
  3. Industry Insight Email Template
  4. Problem-Solution Email Template
  5. Testimonial Request Email Template

5 Case Study Email Templates

1) Customer Success Email Template

<template>

Subject: See how [*Customer Name*] achieved [*specific, impressive result*]

Hi [*First Name*],

We wanted to share a story about how one of our members, [*Customer Name*], transformed their business. They were facing [*a specific challenge the customer had*], a common hurdle for many in the [*customer's industry or role*] space.

By using [*specific feature or aspect of your product*], they were able to [*describe the main outcome or benefit*]. We thought their journey might offer some inspiration for your own work.

[*Insert a short, impactful quote from the customer here.*]

If you're curious to see the full breakdown of their strategy and results, you can find the complete story on our blog.

Read the full success story

Best,

[*Your Name*]

[*Your Title*]

[*Company Name*]

</template>

2) Product Launch Email Template

<template>

Subject: Introducing [*New Feature Name*]: See how [*Customer Name*] is using it

Hi [*First Name*],

We’ve just released [*New Feature Name*], and we wanted you to be one of the first to see it in action. We built this to help you [*solve a specific problem or achieve a goal*].

Before the official launch, we gave [*Customer Name*] early access. They used it to [*describe the specific action they took with the new feature*], which led to [*mention the key result*]. Their story shows what’s possible.

[*Insert a quote from the customer about the new feature.*]

See exactly how they did it and learn how you can get started with [*New Feature Name*] today.

Explore the new feature

Best,

[*Your Name*]

[*Your Title*]

[*Company Name*]

</template>

3) Industry Insight Email Template

<template>

Subject: [*Industry Trend*] is changing. Here's how [*Customer Name*] is keeping up.

Hi [*First Name*],

We’ve been tracking a key shift in the [*customer's industry*] space: [*describe the trend or insight*]. It’s changing how businesses approach [*specific business area, e.g., marketing, sales*].

One of our members, [*Customer Name*], provides a clear look at how to adapt. By focusing on [*specific strategy related to the insight*], they were able to [*mention a key result or outcome*]. Their story is a practical example of how to navigate this new landscape.

[*Insert a quote from the customer about the industry trend or their strategy.*]

We put together a full case study that breaks down their approach. It’s full of ideas you can apply to your own work.

Get the full story

Best,

[*Your Name*]

[*Your Title*]

[*Company Name*]

</template>

4) Problem-Solution Email Template

<template>

Subject: Struggling with [*a specific pain point*]? Here’s how [*Customer Name*] solved it

Hi [*First Name*],

Is [*describe a common challenge, e.g., growing your email list*] feeling like an uphill battle? Many creators find it tough to [*reiterate the problem, e.g., consistently attract new subscribers*].

We wanted to show you how [*Customer Name*] tackled this exact issue. They were stuck trying to [*mention the specific problem they had*], but by using [*your product/feature*], they were able to turn things around.

[*Insert a quote from the customer that highlights the solution's impact.*]

Their story is a great blueprint for anyone facing a similar hurdle. We’ve laid out their entire process in a new case study.

See the step-by-step solution

Best,

[*Your Name*]

[*Your Title*]

[*Company Name*]

</template>

5) Testimonial Request Email Template

<template>

Subject: Feature your success with [*Company Name*]?

Hi [*First Name*],

We’ve been so impressed with what you’re creating with us. Your work on [*mention a specific project or achievement*] really caught our eye.

We’re looking to feature stories from our members, and we were hoping you might be willing to share a testimonial about your experience. A sentence or two about how our platform has helped your business would be perfect.

If you’re open to it, just reply to this email with your thoughts. We’d be thrilled to share your success with the community.

Best,

[*Your Name*]

[*Your Title*]

[*Company Name*]

</template>

What About Using Flodesk?

Flodesk

Now that you have these templates, you need a way to send them to your audience. Flodesk provides the tools to deliver these case studies to your email list, helping you share customer stories effectively.

Our intuitive builder lets you design and automate emails that get results, without needing any technical skills. See how simple email marketing can be and start growing your business with Flodesk today.

Wrapping Up

Sharing customer stories is a direct way to build trust with your audience. These templates provide a clear framework for communicating the value you deliver.

Flodesk gives you the platform to send these emails beautifully and effectively. Start sharing your stories by signing up for Flodesk.

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Flodesk Team
ABOUT THE AUTHOR
Flodesk Team

Flodesk Team is passionate about empowering entrepreneurs and businesses to create stunning, effective emails. With expertise in email marketing, automation, and design, we’re here to share insights, tips, and strategies to help you grow your brand.

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