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.
Lead with the outcome. Your subject line is your first impression. Instead of a generic “New Case Study,” try something that highlights the customer’s success, like “How [Customer Name] Doubled Their Sales.” It’s direct and gives your reader a reason to open the email.
Hook them with the story. Your email is the trailer, not the whole movie. Start by describing the problem your customer faced before they found you. This makes the story relatable and builds curiosity for the solution you’re about to reveal in the full case study.
Make it easy on the eyes. No one wants to read a wall of text. Use a clean layout, pull out a powerful customer quote, and use bold text to highlight the most impressive results. Guide your reader’s eye to the good stuff and let your design make the content shine.
Have a clear call to action. The goal is to get them to click through to the full story. Use a simple, direct button that says something like “Read the full story” or “See how they did it.” Make it obvious what the next step is and what they’ll get by taking it.
<template>
Subject: See how [Customer Name] achieved [specific result]
Hi [Recipient Name],
We love to see our members succeed, and today we’re sharing the story of how [Customer Name] used our platform to achieve [specific, exciting result].
Like many creators, they were facing [specific challenge]. They needed a simple way to [describe the goal they wanted to accomplish]. By using [Your Product/Service Name], they were able to transform their business.
We put together a short case study that walks through their journey, the strategy they used, and the results they saw. If you’re looking for inspiration on how to tackle [the same challenge], their story is a great place to start.
Read the full story here: [Link to Case Study]
Cheers,
[Your Name]
[Your Title]
</template>
<template>
Subject: Introducing [New Feature/Product Name] + how [Customer Name] used it
Hi [Recipient Name],
We’ve just launched [New Feature/Product Name], a new way to [describe what the feature helps users do]. We built it to help you solve [specific problem], and we’re excited for you to try it.
To show you what’s possible, we want to share the story of [Customer Name]. They were one of the first to use [New Feature/Product Name] and saw some incredible results. Before, they were struggling with [describe the customer's challenge]. With the new feature, they were able to [describe the outcome] in just [timeframe].
We’ve detailed their entire process in a new case study. You’ll see the exact steps they took and how you can apply the same strategy.
See how they did it: [Link to Case Study]
Best,
[Your Name]
[Your Title]
</template>
<template>
Subject: A new trend in [Industry] + how [Customer Name] is winning
Hi [Recipient Name],
The [Industry] space is changing, and one trend we’re seeing everywhere is [describe the industry trend or insight]. It’s shifting how businesses connect with their audiences, and we wanted to show you what’s possible.
We’ve been watching how our members are navigating this, and the story of [Customer Name] stands out. They leaned into this trend and used our platform to [describe how they adapted or innovated].
Their approach is a great example of how to stay ahead. We put together a case study that explores not just their story, but the larger industry shift and how you can apply these insights to your own work.
Read the full analysis: [Link to Case Study]
Best,
[Your Name]
[Your Title]
</template>
<template>
Subject: Struggling with [common problem]? Here’s a fix.
Hi [Recipient Name],
Does [describe a relatable pain point] sound familiar? It’s a common hurdle, but it doesn’t have to be a roadblock.
We wanted to share the story of [Customer Name], who was dealing with the exact same issue. They were trying to [describe the customer's goal] but kept running into [specific obstacle].
We put together a case study that shows how they used [Your Product/Service Name] to [describe the specific solution/outcome]. It breaks down the simple steps they took to turn things around.
If you’re looking for a clear path to solve [the same problem], their story is for you.
See the solution: [Link to Case Study]
All the best,
[Your Name]
[Your Title]
</template>
<template>
Subject: We'd love to feature your story, [Customer Name]
Hi [Recipient Name],
We’ve been following what you’re creating with Flodesk, and your work on [mention something specific, e.g., your recent newsletter, your sales page] really caught our eye.
Stories like yours are what inspire our community, and we believe other creators could learn a lot from your journey. We'd love to feature you in a short case study.
The process is straightforward—we’d just ask you a few questions about your experience and the results you've seen. Would you be open to sharing your story?
Let me know if you're interested, and I can send over the next steps.
Best,
[Your Name]
[Your Title]
</template>
Now that you have these five case study email templates, Flodesk provides the tools to bring them to life. We offer straightforward email marketing for small businesses, helping you build and monetize your email list. You don't need any coding or design experience to create, send, and automate emails that connect with your audience and generate revenue.
Over 100,000 businesses use Flodesk to send emails that look good and get results. Whether you're just starting out or are an experienced marketer, our platform is built to be simple. With an easy-to-use email builder, effective automations, and well-designed forms, Flodesk gives you all the tools for your email marketing, minus the complicated parts.
These templates give you a proven structure for sharing your most powerful customer stories. They are designed to be straightforward, helping you highlight the results that matter.
When you're ready to send emails that look as good as they perform, sign up for Flodesk and see how simple your email marketing can be.
Stunning email marketing and automation tools to bring your brand to life and scale your small business.
