Case study participation email template

What is a case study participation email template?

A case study participation email template is a ready-made outreach message designed to invite satisfied customers to share their success stories.

Case studies are one of the most powerful tools for customer success and marketing teams: they highlight real-world impact, build credibility, and turn loyal customers into advocates.

By using these templates, you can quickly and confidently ask your customers to take part in a case study, without worrying about tone, structure, or clarity.

What’s inside the template?

This resource includes three pre-written email variations, so you can choose the right style depending on your relationship with the customer:

Formal invitation – A professional and respectful ask, ideal for executive-level stakeholders.
Casual ask – A friendly, approachable version for everyday contacts.
Value-focused angle – A results-driven message that emphasizes the customer’s achievements and the benefits of being featured.

Each email is short, easy to personalize with company and product details, and includes clear next steps—making it simple for your customer to say yes.

How to use the template

Identify potential candidates – Look for customers who’ve renewed, hit key milestones, or provided positive feedback.
Choose the right email – Select the version (formal, casual, or value-focused) that best fits your customer relationship.
Personalize details – Insert the customer’s name, company, product, and any specific achievements to make it relevant.

With this template, you’ll be able to secure more case study participants, strengthen your content pipeline, and spotlight customer success with ease.