Last Updated: August 12, 2026 | Audience: Content Editors
Case studies publish at cas.org/resources/case-studies/{slug}, with the index at /resources/case-studies. There are 8 items in the collection, most still in draft.
Case Studies vs. Gated Content
This is the distinction that matters most. A case study is a customer success story rendered as a full web page, free to read, structured as Challenge, Solution, Outcome. Gated content is a downloadable asset behind a HubSpot form.
Many CAS case studies exist as both: the web page here, plus a PDF hosted on Brandfolder that the page links to. Build the web page in this collection. Do not put customer case studies in the Gated Contents collection just because a PDF exists.
Before You Start
- Customer name, their industry, and the CAS solution involved
- Sign-off from the customer on the story and on any quotes
- Three key results, each a short figure plus a one-line explanation
- Copy for three body sections: the challenge, the solution, the outcome
- Up to three pull quotes with attribution (name, title, company)
- Hero image with alt text
- The Brandfolder CDN link for the PDF version, if there is one
- Meta title and meta description
The Three-Section Structure
The template renders three body sections in order, each with its own eyebrow label, rich text body, and optional pull quote. The established eyebrow labels are The Challenge, The Solution, and The Outcome. Use those unless there is a reason not to; consistency across case studies is what makes them scannable as a set.
For each section, fill:
- Body section eyebrow — the small label above the heading
- Body section (Rich Text) — open with an H2 that states the point of the section, then two or three paragraphs
- Section quote and Section quote attribution — optional. Attribution format: name, title, company. Only use a quote where you have written sign-off.
Fields
Hero
- Name — The case study title. Write it as the outcome, not the customer name: "Improving supply chain management with integrated, reliable regulatory data" rather than "Rinchem case study."
- Slug — Derived from the title. Keep it readable but don't pad it.
- Hero title — The H1 on the page. Usually the same as Name.
- Hero image and its alt text — A relevant photograph. Avoid stock imagery that has nothing to do with the customer's work.
Classification
- Client (Plain Text) — The customer's name.
- Industry (Plain Text) — Their industry, e.g. "Chemical logistics."
- Solution (Plain Text) — The CAS solution involved, written with its correct trademark treatment.
Key Results
Three pairs of fields, each a title and a subtitle. The title is the figure or headline value; the subtitle explains it in one line.
- First / second / third key result title — e.g. "122,632", "Months", "Annual"
- First / second / third key result subtitle — e.g. "unique compounds verified for global compliance"
Prefer specific verified numbers over vague improvement claims. A figure the customer approved is worth more than "significantly faster." Where a real number is not available, a qualitative contrast ("Months vs. years") still works.
CTAs
- CTA section button label and CTA section link — Primary action, usually the PDF download. Use the Brandfolder CDN link.
- Secondary CTA button label and Secondary CTA button link URL — Usually the relevant solution page.
SEO
- Meta title — Around 60 characters, ending in "| CAS".
- Meta description — 150–160 characters. Name the customer, the problem, and the outcome.
Publish and Verify
- Confirm customer sign-off is on file before publishing. This is not optional for a named customer story.
- Click Publish on the item, not Publish Site.
- Visit cas.org/resources/case-studies/{your-slug} and check the hero image and alt text, all three sections rendering in order, quotes attributed correctly, key results reading sensibly, and both CTAs going where they should.
- Confirm the item appears on the index at /resources/case-studies.
Common Mistakes
- Filing it in Gated Contents. The PDF can be gated; the story page belongs here.
- Publishing before customer sign-off. Named customer stories with unapproved quotes are a legal problem, not an editorial one.
- Titling it "[Customer] case study." Nobody searches for that. Title it with the outcome.
- Filling only two of the three sections. The template expects three. A missing section leaves a gap.
- Vague key results. "Improved efficiency" is not a key result. If there is no number, use a concrete contrast.