Marketing case study 101 (plus tips, examples, and templates)

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Summary/Overview

If you’re familiar with content lines like, “See how our fancy new app saved Sarah 10 hours a week doing payroll,” you’ve encountered a marketing case study. That’s because case studies are one of the most powerful marketing tools, showcasing real-world applications and customer success stories that help build trust with potential customers.

More than 42% of marketers use case studies in their marketing strategy. Let’s face it — we love testimonials and reviews. People love hearing customer stories and experiences firsthand. In fact, 88% of consumers view reviews before making a purchase decision. Case studies work similarly by providing prospective customers with real-life stories demonstrating the brand’s success.

Case studies provide a more in-depth view of how your product solves an existing problem — something potential buyers can relate to and learn from.

In this article, we take a closer look at what marketing case studies are, why they’re important, and how you can use them to improve your content marketing efforts. You’ll also learn the key elements of a successful case study and how to turn a good case study into a great case study.

What is a marketing case study?

A case study is a narrative that documents a real-world situation or example. A marketing case study is a detailed examination and analysis of a specific strategy, initiative, or marketing campaign that a business has implemented. It’s intended to serve as an all-inclusive narrative that documents a real-world business situation and its outcome.

Marketing case studies are tools businesses use to showcase the effectiveness of a particular tool, technique, or service by using a real-world example. Companies often use case studies as sales collateral on websites, email marketing, social media , and other marketing materials. They provide readers with a firsthand look into how your product or service has helped someone else and demonstrate the value of your offering while building trust with potential customers.

Some common key components of a marketing case study include:

  • Context: A case study begins by describing the business’s situation or problem. This often includes challenges, opportunities, or objectives.
  • Strategy: An outline of the tactics or strategy utilized to address the business’s situation. This includes details such as the target audience, messaging, channels used, and other unique aspects of the approach.
  • Implementation: Provide information about how the strategy was implemented, including timeline, resources, and budget.
  • Results: This is arguably the most crucial part of a marketing case study. Present the results through data, metrics, and key performance indicators (KPIs) to demonstrate the impact of the strategy. The results section should highlight both qualitative and quantitative data.
  • Challenges and Solutions: A great case study not only focuses on the successes but addresses any obstacles faced during the campaign. Make sure to address any challenges and how they were overcome or mitigated.
  • Customer Feedback: Including testimonials or quotes from satisfied clients is a great way to add credibility and authenticity to a case study. Choose customer feedback that reinforces the positive outcomes of the strategy taken.
  • Visuals: Compelling case studies include visuals such as graphs, charts, images, videos, and infographics to make the information presented more engaging and easier to understand.
  • Analysis: An optional way to conclude a case study includes discussing key takeaways, insights, and lessons learned from a campaign.

Case studies can help you connect your product to the customer’s needs by providing a real world examples of success and encouraging conversions.

Benefits of marketing case studies

Some of the key benefits of using case studies in your marketing efforts include the following:

  • Building trust and credibility. You build trust and credibility with potential clients or customers by demonstrating real world success stories. In-depth looks at how your products or services have helped other businesses or people achieve success can increase customer loyalty and encourage repeat business.
  • Learn best practices. Learn from strategies employed in successful case studies and apply similar approaches to future campaigns.
  • Enhancing sales and conversions. By highlighting the real world results your products or services have delivered, case studies can be a powerful tool for boosting sales. They can help demonstrate the value of your offering and persuade your target audience to make a purchase.
  • Explain how your business generates results. Case studies are a compelling way to share key takeaways with your target audience and showcase your brand.
  • Use them as content marketing material. Use case studies as content for marketing purposes on websites, social media, and beyond.

Case studies can help your business stand out and achieve success. By highlighting the real world results you’ve delivered, you can use case studies to boost sales, build customer loyalty, and compellingly showcase your business.

Tips on how to write an effective marketing case study

Are you ready to write a compelling case study? Get started with these tips.

Develop a clear and compelling headline

You have about 10 seconds to communicate your value proposition to keep customer attention. Whether you’re designing a new landing page or making a long-term plan for your brand’s content marketing strategy , the headline is the most crucial part.

A compelling title should capture readers’ attention and make them want to read more. To craft a compelling headline:

  • Understand your audience: Before crafting a headline, ensure you know your target audience — what are their pain points, interests, and needs?
  • Highlight the most significant result: Focus on the most impactful result achieved in the case study. What was the primary outcome of the strategy implemented?
  • Keep it brief: Keep your headline concise and to the point. Try to keep your headline under 12 words.
  • Use action words: Incorporate action verbs such as “achieved,” “transformed,” or “boosted” to convey a sense of accomplishment.
  • Include data: Numbers make your headline more credible. For example, if the case study achieved a 75% increase in sales, include that in the headline.
  • Emphasize benefits: Focus on the positive changes or advantages the implemented strategy brought to the client or business. Use these as selling points in your headline.
  • Make it unique and memorable: Avoid generic phrases to make your headline stand out from the competition.
  • Use keywords wisely: Incorporate relevant keywords that align with the case study and your target audience’s search interest to improve search engine visibility through search engine optimization (SEO).
  • Consider subheadings: If you cannot fit all the necessary information in a headline, consider adding a subheading to provide additional context or details.

Here are some examples of clear and convincing case study headlines:

  • “Achieving a 150% ROI: How [XYZ] Strategy Transformed a Startup”
  • “How Optimized SEO Tactics Skyrocketed Sales by 80%”
  • “Mastering Social Media: How [ABC] Brand Increased Engagement by 50%”
  • “The Power of Personalization: How Tailored Content Quadrupled Conversions”

Write relatable content

Almost 90% of Gen Z and millennial shoppers prefer influencers who they consider relatable. Relatability is part of building trust and connection with your target audience.

When writing your case study, make content that resonates with readers and speaks to their pain points. The best marketing doesn’t just increase conversion rates — it also serves your customers’ needs. To write content that really resonates with your target audience, make sure to:

  • Understand your audience: To successfully write relatable content, you first need to understand your target audience — their interests, pain points, and challenges. The more you know about your target audience, the better you can tailor your content to their needs.
  • Identify pain points: As mentioned above, identify challenges your target audience may face. Make sure to highlight how the product or service in the case study can effectively address these pain points.
  • Tell a story: Create a narrative that follows a standard story arc. Start with a relatable struggle that the customer or business faced and describe its associated emotions.
  • Use real customer feedback: Incorporate quotes or testimonials from actual customers or clients. Including authentic voices makes the content more relatable to readers because they can see real people expressing their experiences.
  • Use relatable language: Write in a tone to which your audience can relate. Only include overly technical terms if your target audience solely consists of experts who would understand them.
  • Use social proof: Mention any recognitions, awards, or industry acknowledgments that may have been received by the customer or business in the case study.
  • Encourage engagement: Urge readers to share their own challenges or experiences related to the subject matter of the case study. This is a great way to foster a sense of community.

Outline your strategies with corresponding statistics

Whether you’re showing off the results your marketing team achieved with a new strategy or explaining how your product has helped customers, data and research make it easier to back up claims.

Include relevant statistics in your case study to provide evidence of the effectiveness of your strategies, such as:

  • Quantitative data: Use numerical data to quantify results.
  • Qualitative data: Use qualitative data, such as customer testimonials, to back up numerical results.
  • Comparisons: Compare the post-campaign results with the pre-campaign benchmarks to provide context for the data.
  • Case study metrics: Include specific metrics relevant to your industry or campaign if applicable. For example, in e-commerce, common metrics could include customer acquisition cost, average order value, or cart abandonment rate.

By incorporating relatable outcomes — such as cost savings from new automation or customer responsiveness from your new social media marketing campaign — you can provide concrete evidence of how your product or service has helped others in similar situations.

Use multiple formats of representation

People love visuals . It doesn’t matter if it’s an infographic for digital marketing or a graph chart in print materials — we love to see our data and results represented in visuals that are easy to understand. Additionally, including multiple representation formats is a great way to increase accessibility and enhance clarity.

When making a case study, consider including various forms of representation, such as:

  • Infographics: Use infographics to condense critical information into a visually appealing, easy-to-understand graphic. Infographics are highly sharable and can be used across marketing channels.
  • Charts: Use charts (bar charts, pie charts, line graphs, etc.) to illustrate statistical information such as data trends or comparisons. Make sure to include clear labels and titles for each chart.
  • Images: Include relevant photos to enhance the storytelling aspect of your case study. Consider including “before and after” pictures if relevant to your case study.
  • Videos: Short videos summarizing a case study’s main points are great for sharing across social media or embedding into your case study.
  • Tables: Use tables to help organize data and make it easier for readers to digest.
  • Data visualizations: Include data visualizations such as flowcharts or heatmaps to illustrate user journeys or specific processes.
  • Screenshots: If your case study involves digital products, include screenshots to provide a visual walkthrough of how the product or service works.
  • Diagrams: Use diagrams, such as a flowchart, to explain complex processes, decision trees, or workflows to simplify complicated information.
  • Timelines: If your case study involves a timeline of specific events, present it using a timeline graphic.

Use a consistent design style and color scheme to maintain cohesion when incorporating multiple formats. Remember that each format you use should serve a specific purpose in engaging the reader and conveying information.

Get your case study in front of your intended audience

What good is a compelling case study and a killer call to action (CTA) if no one sees it? Once you’ve completed your case study, share it across the appropriate channels and networks your target audience frequents and incorporate it into your content strategy to increase visibility and reach. To get your case study noticed:

  • Take advantage of your website. Create a dedicated section or landing page on your website for your case study. If your website has a blog section, consider including it here. Optimize the page for search engines (SEO) by including relevant keywords and optimizing the meta description and headers. Make sure to feature your case study on your homepage and relevant product or service pages.
  • Launch email marketing campaigns. Send out the case study to your email subscriber list. Be specific and target groups that would most likely be interested in the case study.
  • Launch social media campaigns. Share your case study on your social media platforms. Use eye-catching graphics and engaging captions to draw in potential readers. Consider creating teaser videos or graphics to generate interest.
  • Utilize paid promotions. Use targeted social media and search engine ads to reach specific demographics or interests. Consider retargeting ads to re-engage visitors who have previously interacted with your website.
  • Issue a press release. If your case study results in a significant industry impact, consider issuing a press release to share the exciting news with relevant media outlets or publications.
  • Utilize influencer outreach. Collaborate with influencers who can share your case study with their followers to increase credibility and expand your reach.
  • Host webinars and presentations. Discuss the case study findings and insights through webinars or presentations. Promote these events through your various marketing channels and make sure to encourage participation.
  • Utilize networking events and conferences. Present your case study at industry-related conferences, trade shows, or networking events. Consider distributing printed or digital copies of the case study to attendees.
  • Utilize online communities. Share the case study in relevant online forums and discussion groups where your target audience congregates.
  • Practice search engine optimization (SEO). Optimize the SEO elements of your case study to improve organic search ranking and visibility.

Remember, the key to successfully promoting your case study is to tailor your approach to your specific target audience and their preferences. Consistently promoting your case study across multiple channels increases your chances of it reaching your intended audience.

Marketing case study examples

Let’s look at some successful marketing case studies for inspiration.

“How Handled Scaled from Zero to 121 Locations with HubSpot”

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Right away, they lead with compelling metrics — the numbers don’t lie. They use two different formats: a well-made video accompanied by well-written text.

The study also addresses customer pain points, like meeting a higher demand during the pandemic.

“How AppSumo grew organic traffic 843% and revenue from organic traffic 340%”

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This case study from Omniscient Digital leads with motivating stats, a glowing review sharing a real user experience, and a video review from the AppSumo Head of Content.

The case study information is broken down into clearly marked sections, explaining the benefits to their target audience (startups) and providing plenty of visuals, charts, and metrics to back it up.

“How One Ecommerce Business Solved the Omnichannel Challenge with Bitly Campaigns”

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Download this Bitly case study from their site to see the details of how this company made an impact.

Not only is it well designed, but it also tackles customer challenges right away. The most compelling types of case studies serve their audience by showing how the product or service solves their problems.

Bitly nails it by listing obstacles and jumping right into how the brand can help.

Marketing case study template

Use this basic template to better understand the typical structure of a business case study and use it as a starting place to create your own:

Case Study Title

Date: [Date]

Client or Company Profile:

  • Client/Company Name: [Client/Company Name]
  • Industry: [Industry]
  • Location: [Location]
  • Client/Company Background: [Brief client or company background information.]

Introduction:

  • Briefly introduce the client or company and any necessary context for the campaign or initiative.
  • Problem statement: Describe the specific challenge or problem faced by the client or company before implementing the campaign or initiative.
  • Strategy: Explain the strategy that was implemented to address the challenge. Include details such as target audience, objectives, goals, and tactics.
  • Implementation: Provide a timeline of the strategy’s implementation, including key milestones and other notable considerations taken during execution.
  • Outcomes: Present the qualitative and quantitative results achieved through the implemented strategy. Include relevant metrics, statistics, and key performance indicators (KPIs).
  • Comparative data: Compare the post-campaign results to pre-campaign benchmarks or industry standards.

Analysis and Insights:

  • Key insights: Summarize insights and lessons learned from the campaign and discuss the campaign's impact on the client or company’s goals.
  • Challenges faced: Address any obstacles encountered during the campaign and how they were mitigated or overcome.

Conclusion:

  • Conclusion: Summarize the campaign’s overall impact on the client or company. Highlight the value that was delivered by the implemented strategy and the success it achieved.
  • Next Steps: Discuss potential follow-up actions, recommendations, or future strategies.

Testimonials:

  • Include quotes or testimonials from the clients or customers who benefitted from the campaign.
  • Incorporate relevant visuals to illustrate key points, findings, and results.

The above template is a great way to get started gathering your ideas and findings for a marketing case study. Feel free to add additional sections or customize the template to match your requirements.

Craft a compelling marketing case study for your business

Are you ready to make your marketing case study shine? With Adobe Express, you can make high-quality infographics and presentations that take your case studies to the next level.

Choose from our library of designed templates, or make it yourself with powerful tools and a library of ready-to-use graphic elements.

Get started with Adobe Express today to make compelling marketing case studies that engage your audience and drive conversions.

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Persuasive Marketing Case Study Examples & Templates

Get examples of marketing case study mastery. Learn by example how to engage and convert more prospects and launch your effort with battle-tested templates.

case study about advertising

Dominika Krukowska

9 minute read

Marketing case study examples

Short answer

What makes a great marketing case study.

A great marketing case study is a compelling narrative, showcasing real-world success, complete with quantifiable results. It weaves strategy, execution, and outcome into a captivating story that inspires and convinces the reader to take the desired action.

Are your marketing case studies falling flat?

Marketing case studies are an essential step for many prospects to see if they can trust you, if you meet their particular needs, and if tying their business with yours feels right.

Marketing case studies provide prospects a sense of security without which they’ll never convert.

But when done poorly, case studies can become little more than digital white noise. They’ll fail to build trust and confidence, but worse yet, they might just drive prospects to go with your competition.

Too many companies invest time, thought, and money into creating “white noise” case studies without knowing that they may cause more harm than good.

But there’s a way forward. This post will serve as your compass, guiding you to the promised land of persuasive, profit-driving success stories.

Let’s get started!

What is a marketing case study?

A marketing case study is a narrative showcasing a company's successful marketing strategy . It outlines the challenges faced, the solutions implemented, and the achieved results. This tool effectively demonstrates value, builds credibility, and convinces potential customers to take action.

What is the purpose of a marketing case study?

The purpose of a marketing case study is to build trust and authority and inspire action from potential clients. It's intended to present a narrative of success through a transformational business story with measurable outcomes. Its goal is to encourage potential customers to envision their own success with the help of your solution.

1) To present a narrative of success

Think of your case study as a rags-to-riches success story starring your client. They struggle with problems, they stumble on your product or service which guides them back to safety. But here the 'happily ever after' is a measurable outcome.

2) To build trust

A case study shows how you brought tangible indisputable results. It shows the positive transformation you helped bring about for your client. It's like having a credible friend vouch for you—it has an authentic persuasive effect that nothing you say yourself could ever achieve.

3) To inspire action

A good marketing case study nudges the reader to think: 'If it worked wonders for them, why not for me?' It subtly encourages potential customers to envision their own success with your product or service, though they came doubtful.

4) To show relevance

A marketing case study doesn’t just show a specific problem. By highlighting challenges similar to those faced by your potential customers, a case study makes your solution look more than “a good fit” it makes you look like “the best fit”, or even “the only fit”.

Our Head of Marketing has this piece of advice for you:

"When we write a marketing case study we treat it like a personal story we’d share with friends over lunch.

This makes our case studies feel familiar and gives them the credibility of personal experience, which tends to inspire others to act the same way."

—Amotz Harari, Head of Marketing at Storydoc

amotz harari - head of marketing at storydoc

What should a marketing case study include?

Looking to craft a marketing case study that grips, convinces, and converts? Here's your blueprint.

A compelling marketing case study should include:

A captivating title: Much like a great book, your case study needs an intriguing title. One that grabs attention and promises an interesting story - a story of a problem solved, a challenge overcome, a victory achieved.

The protagonist: Every good story needs a hero. In your case study, it's the client or customer. Start by introducing them - who are they? What do they do? What unique challenge were they facing?

The problem: Detail the problem your customer faced. This is the villain of your story - the hurdle that stood in your customer's way. Make it relatable, so potential customers facing the same issue can see themselves in your protagonist's shoes.

The solution: Now introduce your product or service - the knight in shining armor. Explain how you swooped in to tackle the problem. Highlight what makes your solution unique and effective.

The implementation process: Give a brief account of how the solution was implemented. This is the journey part of your story - the struggle, the strategy, and the steps taken to overcome the challenge.

The results: The happily-ever-after of your tale. Showcase the positive results achieved using your product or service. Be specific and use hard numbers - they provide tangible proof of your success.

The testimonial: Finally, include words of praise from your satisfied customer. A happy client is the best endorsement. This validates the story you've told and adds an emotional, human touch.

A clear next step: Conclude with a clear call to action. What should the reader do next? Contact you for a consultation? Sign up for a demo? Download a guide? Make sure the next step is relevant, clear, and compelling.

Here’s an example of a marketing case study designed according to this structure:

What are the main types of marketing case studies?

Selecting the right format for your case study depends on your goal, the specifics of your customer's story, and the message you wish to convey.

4 case study types to consider:

1) Problem-solution case study:

This is the classic 'hero’s journey'. Your customer (the hero) is faced with a challenge (the problem), and aided by a trusted guide (your solution) goes through a transformation overcoming their hurdles and fulfilling their full potential.

This format focuses on the details of the journey with its ups and downs.

2) Before-and-after case study

The Cinderella tale of the business world. You show the situation 'before' your product or service came into play, and the improved situation 'after'.

This format focuses on contrasting the transformation , highlighting the dramatic changes from before your solution came in and after.

3) Success story case study

Think of this as the 'rags to riches' narrative. Rather than focusing solely on a single problem and solution, this case study celebrates an overarching success.

It provides the details of how the change was achieved but focuses mainly on the outcomes and their business impact.

4) Interview style case study

This type is more personal and candid, providing direct quotes and insights from the customer’s perspective.

This format lends authenticity and focuses on building an emotional connection with the reader.

The ACORN method - 5 steps for writing story-led case studies:

acorn method for writing a marketing case study

Best marketing case study examples to inspire you

I've curated for you a selection of brilliant marketing case study examples from some of the biggest names in business.

These case studies represent a variety of industries, challenges, solutions, and outcomes, providing a wealth of insights and inspiration for your own case study creation.

Let's dive in:

1. How Nestlé empowered the sales team with high-quality leads

Tenlo, a marketing agency, worked with the Nestlé Professional Dispensed Beverage Sales Team to improve their lead generation efforts.

Through a targeted content strategy and optimized lead nurturing campaigns, they successfully empowered the client's sales team with high-quality leads, resulting in increased conversion rates and revenue growth.

2. Dove's Real Beauty Sketches

Dove's "Real Beauty Sketches" campaign aimed to challenge societal beauty standards.

Through an emotional and thought-provoking video campaign, Dove sparked conversations and empowered women to redefine their perception of beauty, resulting in widespread awareness and positive brand sentiment.

3. How AppSumo grew organic traffic 843% and revenue from organic traffic 340%

AppSumo, a digital marketplace for software deals, employed clever marketing tactics to drive organic growth.

Through the strategic implementation of SEO , engaging product-focused content, and effective link building , they successfully increased their blog's organic traffic and saw a significant boost in revenue from organic sources.

4. How Start-Up Nation Central created innovative reports for an innovative industry

Start-Up Nation Central is an NGO with a clear mission—to fuel the growth of high-tech companies. They produce and send out a lot of business analysis reports, and they were looking for a way to modernize the way they present data.

By working with Storydoc to switch from static PDFs to interactive next-gen decks, they gained access to full reader analytics and A/B testing options to see which versions of their reports were getting the most traction.

5. How Forbes grew their subscriber base by 20% using PPC advertising

Adventure PPC collaborated with Forbes Magazine to enhance their subscriber base. Through targeted paid advertising campaigns , video production, and remarketing, they achieved a significant 20% increase in subscribers.

6. L’Oreal Paris and Google

L’Oreal cooperated with Google ahead of their new product launch to identify relevant audience segments based on hard data.

They targeted potential customers across all stages of the marketing funnel, which resulted in increasing ad recall, market share, and e-commerce sales.

You can watch the case study below:

L'Oreal case study e

7. How Bitly solved the omnichannel challenge

Vissla, an e-commerce shop, was looking for a more effective way to keep an account of data across all of their marketing channels.

They partnered with Bitly Campaigns to create a dashboard containing all marketing activities, track results in real-time, and optimize their content based on hard data.

8. Gannett marketing operations grows digital subscriber base with Asana

When Gannett, the largest newspaper publisher in the US, brought their marketing campaign production in-house, they had to find a way to scale up the number of projects.

They collaborated with Asana to increase campaign volume and streamline campaign management.

9. How Stripe leverages GPT-4 to streamline user experience and combat fraud

Stripe, the innovative payment platform, gathered 100 brilliant minds from within its own ranks to revolutionize features and workflows with GPT-4. Their mission? Take Stripe to new heights!

The result? 15 groundbreaking prototypes emerged, promising personalized support, expert answers to tough questions, and the power to nail fraud on community platforms.

10. How Ryanair uses Hotjar Surveys to measure satisfaction and report on trends

Ryanair, a leading Irish discount airline, needed to find a way to report product performance to its main stakeholders.

They turned to Hotjar Surveys to measure user satisfaction, identify main pain points and barriers to purchase, and report the larger trends.

11. Accelo gives software company the insights and efficiency to double revenue

The leadership team at Tambla, an HR technology company in Australia, was struggling to pinpoint resource leaks.

By consolidating client work management tools using Accelo, they gained unprecedented visibility. In just two years of using the platform, Tambla doubled revenue, quadrupled project turnover and increased recurring work by 15%!

Marketing case study design examples you can use as your template

Your marketing case study design can significantly influence its effectiveness. But design is a serious business.

Imagine starting a marketing case study from zero—it's like carving a statue from a solid block of marble. But, what if you had a mold?

These interactive case study templates provide a structured narrative, coupled with the flexibility to add your own data, images, and other interactive elements designed to engage, impress, and persuade.

Why you shouldn’t make case studies as PDFs

Considered the go-to format for case studies, PDFs offer accessibility and versatility. Share them around, download at will, or print for a keepsake.

But just because PDFs are easy for you to use, it doesn’t mean they’re easy for your audience to consume. They’re not.

PDFs are a hassle. They're tough to read, scan, and navigate. They're not mobile-friendly, they lack interactivity, and they can be downright dull.

On top of that, they take your audience offline, disconnecting them from your online assets, like your website or app.

why PDFs. are a bad case study experience

What you can do instead

Instead of PDFs that tank engagement, it’s better to go with the webpage option.

Webpage-designed case studies offer multimedia, interactivity, and mobile-friendly navigation that lead to renewed engagement.

They give your readers a rich content experience with videos, animations, and clickable elements like tabs, sliders, and buttons, all wrapped in a story.

However, webpage case studies are not so easy to produce . They require the involvement of designers, developers, website managers, brand managers, and so on.

With all these people involved, even adding the tiniest update to the page can become a headache.

But there’s a way to bypass all this needless complexity . Creating a case study with Storydoc combines the interactivity of a webpage and the simplicity of producing a PDF.

When using Storydoc you’re stepping into a safe walled garden where everything is already taken care of , from coding to design to branding. And making changes takes just a few seconds.

Here’s how PDF and Storydoc case studies compare:

case study about advertising

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

case study about advertising

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Win More Clients

Case Studies: How Successful Advertising Agencies Win Clients

Updated January 2024.

Is your ad agency struggling to get leads? Advertising agency case studies are an excellent way to demonstrate your best work to prospective clients to generate more consultation requests.

Case studies not only demonstrate your expertise as an agency, but also provide potential clients with helpful details about what they can expect from working with your company.

In this article, I will explore what an advertising agency case study is, why it’s important and how you can create one that effectively communicates your agency’s value and expertise.

TABLE OF CONTENTS:

What is an advertising agency case study, 1) single grain’s nextiva case study, 2) halo waypoint’s gears of war  gaming case study, 3) single grain’s twenty20 case study, 4) infidigit’s myntra seo case study, 5) inflow’s facebook advertising paid ads case study, benefits of advertising agency case studies, what to include in creative agency case studies, how to prepare your creative agency case study, last word on the advertising agency case study.

case study about advertising

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A marketing agency case study  is a detailed analysis of an advertising campaign that an agency has developed and executed for a client. It typically includes information on the client’s business, goals and challenges, as well as the agency’s creative approach.

The case study may also discuss the challenges that the agency faced during the campaign and how they overcame them. They can provide valuable insights into the agency’s process and approach, as well as demonstrate the agency’s ability to deliver results for clients.

Advertising case studies are instrumental in your marketing kit, on your websites and for the sales team when they meet prospective clients.

5 Best Examples of an Advertising Agency Case Study That Rocked It

There are many great ad agency case study examples that showcase the effectiveness of different marketing campaigns, such as PPC ad strategies or content marketing strategies. Here are the best ad agency case study examples:

Nextiva provides robust IT solutions for businesses of all sizes. And though they were attracting leads, they wanted to optimize their ads for greater ROI — decreasing ad spend  while generating more qualified leads. They came to us at Single Grain for help with their social advertising.

Here are the strategies that Single Grain  implemented:

  • Worked with Nextiva to determine what lead would provide optimal down-funnel performance
  • Identified the most cost-efficient audience segments
  • Created messaging and design specifically to appeal to the target audience
  • Used their “best of test” methodology for optimizing Google Ads

With the help of our marketing agency, Nextiva was able to reduce their cost per lead by 41.37% year over year on Google Ads.

For CEO  Eric Siu , the pursuit of innovation is relentless. We’re continually exploring new frontiers in lead gen and other marketing strategies to ensure that what works wonders for us also delivers exceptional results for our clients.

Here he discusses how newsletters are awesome if you want to have an ‘owned’ audience and they’re great for driving paid ads to:

Sure, newsletters can be great if you are looking to sell ads. Plenty of examples with Morning Brew, The Hustle, etc. Sure they sold for ~$75M and ~$20M respectively but… Most people aren’t going to have the volume that they have in terms of subscribers. Here’s a different… — ericosiu (@ericosiu) November 26, 2023

Key takeaways:

  • The portfolio presented the results in big fonts to make it easier for potential customers to read the achievements. Plus, the significant growth numbers were highlighted in bold for an easier understanding.

advertising agency case study - Single Grain

  • Single Grain kept a minimalistic logo and a bolded headline that focused on the results.

advertising agency case study - Single Grain

Just want someone to do all the hard work for you? Single Grain’s advertising experts  can help.👇

Microsoft Game Studios hired Amp Agency  to develop and execute a digital marketing strategy for the launch of Halo 5: Guardians.

Amp Agency had a goal to prevent gaming enthusiasts from defecting to other competitors and engage them in playing Halo and Gears of War longer. Here are the strategies that Amp Agency used in the case study:

  • Dedicated Website:  Amp created a new website specifically for Halo 5: Guardians , which was a hub for all of the game’s marketing materials. The website featured trailers, screenshots, other promotional content and links to pre-order the game.
  • Social Media Campaigns: Amp Agency next ran several campaigns to build excitement around the game’s release. These campaigns included Twitter sweepstakes, where fans could win prizes by tweeting about the game; and a Facebook poll, where fans could vote on their favorite Halo character.
  • Influencer Marketing:  Amp partnered with popular YouTubers and Twitch streamers to promote Halo 5: Guardians  to their audiences. The influencers  created gameplay videos and other content showcasing the game’s features and encouraged their followers to pre-order it.

The game sold over five million copies in its first three months, generating over $400 million in revenue. The social media campaigns created by Amp Agency were particularly successful, with the Twitter sweepstakes generating over 100,000 entries and the Facebook poll receiving over one million votes.

  • The customer story insights featured the main product in the background to help readers understand the client’s product in great detail.

advertising agency case study - Halo Waypoint’s Gears of War Gaming

  • The case study included stunning images, screenshots and graphics throughout the content for easier understanding of how the campaign was implemented.

advertising agency case study

Twenty20 disrupted the crowded stock visual media space with a major twist on a tried-and-true mode. They hired Single Grain to focus on the pillars that truly differentiate them from their competitors. Single Grain designed a powerful marketing process, including a robust content marketing strategy.

With the help of Single Grain, Twenty20 received more traffic volume  with the same consistency in revenue per session. They also witnessed an exponential growth in free trial volume with a significant reduction in their advertising cost.

  • They added a video in the case study featuring Micah Cohen of Twenty20, who shared his opinions on the great work done by the Single Grain’s team.

advertising agency case study - Single Grain2

  • They also shared numbers and stats that emphasized the importance of the digital marketing service that Single Grain offered.

advertising agency case study results

  • The case study also featured a prominent CTA button for increasing the conversion rates.

The Infidigit SEO case study  for the Indian e-commerce store Myntra is another great example of an SEO campaign case study. By conducting comprehensive SEO audits and implementing SEO strategies at scale, Infidigit helped Myntra achieve a 187% increase in organic revenue and a 150% increase in organic visits.

  • The case study website features a hero image with a smiling face, which is known to increase conversion rates.

Infidigit’s Myntra SEO Case Study

  • They effectively added internal links to other case studies from the right sidebar to lower the bounce rate of the page and to drive people to more pages on the site for maximum conversions.

Infidigit case study

  • They added exact screenshots of the target keyword and the SERPs, which displayed the keyword ranking at the top of the organic search.

Infidigit’s Myntra SEO Case Study - SERPs results

  • They used bright orange-red as the CTA button color in a bid to attract more clicks.

Infidigit agency

Dive Deeper: We Refreshed 15 Posts on 3 SaaS Blogs – And Increased Organic Traffic on All

B2C brand Seltzer Goods approached Inflow  to market their service. Inflow used Facebook  as an advertising investment channel to promote their service. With intelligent ad targeting, the brand was able to acquire a 9.68x return on ad spend and a 785% increase in monthly revenue. Moreover, they achieved a $4.87 cost per customer acquisition, which was exceptional.

  • They published the case study as a blog post, which helped to attract social shares.

Inflow’s Facebook Advertising Paid Ads Case Study

  • The post is comprehensive and explains the entire strategy and technology that they used to attract potential prospects and scale the brand’s growth. They leveraged data at every point to make it easier for the readers to understand how their campaign worked.
  • They added actual ad creative screenshots to tell readers exactly how they used the branding and logo to engage the customers.

Inflow’s Advertising Paid Ads Case Study

Inspired by these case studies but just don’t have the time to create a killer ad campaign? Single Grain’s advertising experts can help!👇

Case studies are vital in building your brand trust, as customers nowadays want to know about the first-hand experience of your services before hiring you. Here are the top benefits of ad agency case studies.

Assists the Sales Team

Case studies on the website are a significant help for the sales team as they can offer your business services to clients without great effort. There’s nothing like seeing the results of an ad campaign on paper, a document that prospects can read over and over again. Once the customer is satisfied with the case studies, it becomes easier for the sales team to close the deal, significantly enhancing your business productivity.

Showcases Proven Results and ROI

In the world of marketing and advertising, clients are inherently results-oriented, and they want to see tangible evidence that their investment is paying off. Case studies provide precisely that: They are data-driven examples showing improved ROI .

By presenting real-world examples of successful campaigns — complete with quantifiable data on increased leads, conversions or revenue — you’re no longer simply telling clients what you can do … you’re showing them. When a client can see the concrete impact of your work, they can more easily envision the benefits for their own business.

Builds Trust and Credibility With Potential Clients

In today’s ultra-competitive market, few things make a bigger impact on your ability to land new clients than trust. Remember, it isn’t just money you’re asking clients to hand over — it’s the very reputation of their company itself.

A few well-crafted case studies can go a long way in instilling potential clients with the confidence that their reputation is in safe hands. Meanwhile, being able to show genuine results with genuine clients also helps clients trust that you’re legitimate.

Enhances Brand Reputation and Authority

Sticking with the subject of reputation for a moment, the best case studies can play a crucial role in bolstering your own credibility and establishing authority in your field.

In a marketplace saturated with choices, a strong brand reputation is an invaluable asset. Not only is it useful for influencing a would-be client, but it can also make other companies in your industry sit up and take note, opening new doors for collaboration, rewards and peer recognition.

Provides Insights Into the Agency’s Problem-Solving Abilities

Those campaigns that may throw you a curveball or put up unforeseen obstacles can provide just as much good material for a compelling case study as those where everything runs smoothly. At least they do as long as your agency rises to the occasion.

Highlighting your ability to navigate challenges and still deliver effective solutions, a case study can serve to showcase your creativity, strategic thinking and ability to adapt. Ultimately, this can further reinforce that all-important sense of client trust, resulting in more leads and happy, long-term clients .

Acts as a Valuable Tool for Internal Training and Onboarding

Beyond their external benefits, your advertising agency case study examples provide a real-world, documented playbook that can be used to train new hires and continually educate existing team members.

Ultimately, this helps new employees to quickly grasp your agency’s approach and methodologies, while also ensuring that long-tenured members of your team stay on top of current best practices, successful strategies and how your company capitalizes on evolving trends .

Attracts Potential Talent by Showcasing the Agency’s Impactful Work

Going public with your case studies spreads the word about your agency’s creativity, effectiveness and innovation, helping you to catch the attention of top marketing and advertising talent.

Advertising professionals are drawn to agencies that can demonstrate not only a proven track record, but also a creative vision that aligns with their own. So, when you showcase that through a case study, you’re ultimately taking steps toward assembling an elite force of creative and skilled individuals who are motivated by the prospect of contributing to impactful projects.

Facilitates a Better Understanding of Market Trends and Client Needs

Case studies serve as more than just success stories; they also provide a valuable window into emerging market trends and the evolving needs of clients.

By examining the data and results showcased in case studies, you can identify patterns, emerging trends and shifts in consumer behavior, all of which help your team take a proactive approach to staying ahead of the game in an ever-changing market.

Serves as a Reference Point for Future Campaigns and Strategies

Case studies provide a documented record of what worked and what didn’t in previous campaigns, serving as a valuable resource for advertising strategists and creatives alike. Using an advertising case study as a learning tool can help you identify which strategies and techniques to deploy in future and which mistakes to avoid at all costs.

Dive Deeper: * 9 Examples of Storytelling Marketing to Inspire Your Next Campaign * The Complete Guide to Brand Building (Must-Read for Digital Marketers) * How to Conduct Smart Competitor Research for Better Customer Acquisition

Here are the key elements to include in your case studies to persuade your potential customers to choose your brand over others.

  • Title: Begin with a strong yet concise and results-orientated title that outlines what you did and who you did it for. The goal here is to captivate your audience and compel them to dive into your case study. So, think about who you’re trying to attract with this work and what would appeal to them.
  • Client Overview: Provide a brief introduction to the client, including their industry, size and any relevant background information. This is crucial as it helps potential clients see themselves in your past clients, making it easier for them to relate to the story being told and recognize your company as the right fit for their specific needs and challenges.
  • Challenge: Next, explain the specific problem that your client faced. This sets the stage for the reader to not only understand the onset of the case study, but also further helps a potential client to empathize with the issues they’re currently up against in their own business.
  • Objectives: Here, you need to be talking about the client’s desired results. Why did they hire your services? What goals and outcomes did they want to achieve? What were their expectations and how did you plan to meet them?
  • Strategy:  Once tasked with your objective, your next task is to devise a strategy to achieve it. You can use this next part of your case study to describe precisely what that was, detailing the creative and tactical steps you planned to take to overcome obstacles and achieve results.
  • Execution: The execution portion of your case study should provide a step-by-step account of how your agency executed the campaign. Be sure to include details about any challenging circumstances you encountered and how you overcame them, along with the reasoning behind your methodology.
  • Results:  Results are what matter most to clients, so it’s important to get this step right. Present the quantifiable results of your campaign using accurate, verifiable figures to detail how the campaign performed against your KPIs.
  • Testimonials: By now, you’ve talked a lot about your company and what you did, but readers are yet to hear from your clients. Address this by including feedback from the client on their experience of working with you. An authentic testimonial can provide a huge boon to your agency’s credibility and could well be the factor that seals the deal with a potential new client.
  • Lessons Learned: As you begin to wrap things up, take some time to reflect on the challenges faced during the campaign and the lessons that you and your team learned, noting how it improved the way you provide your company’s services and made you a better agency that is well equipped to meet the needs of new clients.
  • Visuals: As with any kind of content marketing, visuals such as images, infographics, charts and videos help to break up the content and make it easier to digest, while also reinforcing the important messages running throughout your case study.
  • Internal Links: As you work your way through your case study, pay attention to opportunities to link to other work on your website. Not only does internal linking help boost your website traffic, it also gives you an ideal way to provide further evidence of your experience and expertise.
  • Call to Action: If the whole point of your case study is to serve as a compelling lead magnet, it makes sense that you’ll need to end it with an equally compelling CTA that encourages readers to follow up by getting in touch with you for a free consultation.

More Posts About Case Studies: * 4 Facebook Ads E-commerce Case Studies that Increased ROAS * 7 Amazon Advertising Case Studies that Showcase Top Strategies * Best Programmatic Advertising Case Studies for Exceptional ROAS

Creative agency case studies are instrumental in enhancing sales and maximizing conversion rates. They efficiently provide readers with real-life examples of how your agency helps clients achieve their business goals.

Here are the steps to create an exceptional case study for your business.

  • Identify a Successful Campaign or Project: The first step in creating a compelling case study is to identify a successful project where your agency could showcase its expertise. The project should showcase your agency’s creativity, problem-solving abilities and results achieved for the client (the more impressive, the better).
  • Obtain Client Permission to Feature Their Case: Some campaigns immediately stand out as being ideal for a case study, but you’ll need to achieve the client’s consent before you can begin bragging about the amazing work you did for them. Make your request clear and concise, explaining the benefits of featuring their company in your case study while also addressing any concerns they may have with regard to confidentiality and branding.
  • Define the Main Challenge or Problem Faced by the Client: A good case study should read like a story , and for any story to be truly gripping, its protagonists (in this instance, your agency and the company you worked for) need a challenge to overcome. So, use this opportunity to detail what that challenge was and why your client chose you to overcome it.
  • Outline the Objectives Set for the Campaign: Here, consider the goals and metrics your clients wanted you to focus on. What outcomes were they looking for? What specific requirements did they provide you with that made this campaign particularly interesting or unique?
  • Describe the Strategy Developed to Address the Challenge:  At this stage, saying “So, we devised a strategy to achieve that objective” isn’t going to cut it. Be specific in describing the strategy you devised, the reasoning behind key decisions and creative ideas, and why you believed this to be the best approach for the brands you work with.
  • Detail the Execution of the Campaign or Project: Providing as much value as you can about the actions you took to execute a campaign gives readers an insight into the way you work, helping them to understand if your agency is a good fit for them while also demonstrating your ability to overcome challenges.
  • Gather and Analyze Results and Outcomes: Collect as much data as possible about the project, including the client’s brief, your agency’s strategy and approach, the creative process and the results. Speak to both your client and employees involved in the project to gather their insights and feedback.
  • Collect Testimonials or Feedback From the Client: Strong testimonials serve as solid, first-hand validation of your agency’s ability and a reflection on what it’s like to work with you from the client’s perspective, both of which make a big difference when it comes to converting case study readers into qualified leads.
  • Highlight Your Unique Selling Points:  In your case study, you should highlight your agency’s unique selling points and what sets you apart from competitors. Focus on the specific strengths demonstrated in the project, such as your creativity, strategic thinking or ability to deliver results.
  • Incorporate Relevant Visuals and Graphics: Eye-catching visuals not only make your case study more attractive and easier to read, but they can also illustrate key points and help you put your campaign results front and center.
  • Write and Structure the Case Study Content: A well-structured case study should include the following sections: introduction, problem statement, strategy and approach, creative process, results achieved and conclusion. Use a clear and concise writing style, and make sure to include visuals such as images, graphics or videos to support your story.
  • Review and Edit for Clarity and Accuracy: By now, you’ve invested a lot of time and energy in creating your case study, so the last thing you want is for all that hard work to be wasted due to a few overlooked mistakes that threaten to tarnish your reputation. Reviewing and editing the case study for clarity and accuracy ensures that the content is concise, error-free and easy for readers to comprehend.
  • Publish and Promote the Case Study on Relevant Platforms : Once your ad agency case study is live on your website, your next task is to identify the most effective channels to get it in front of your target audience. Whether that’s social media, your email list or a blog post, the more you can do to maximize the reach of your case study, the more potential clients you can reach and the more likely you are to get the leads, website traffic or brand recognition you were hoping for.

Learn how to write a case study with this detailed guide: How to Write a Case Study that Converts Prospective Buyers into Customers

To produce a successful creative agency case study, it’s important to focus on the key elements that will make it engaging and informative. This includes providing a clear overview of the client and the challenges they faced, outlining your thought-process tactics and presenting your results in a compelling way. Most importantly, don’t just present dry facts and numbers; tell the client’s story .

If you’re ready to level up your business with ads that convert with the best ROAS, Single Grain’s advertising experts  can help.👇

Advertising agency case study faqs.

Here are the steps involved in writing a case study for a marketing agency:

  • Choose a client and a project.
  • Collect information about the project.
  • Create a structure for the case study.
  • Write the case study, emphasizing your company’s strengths and expertise.
  • Include quotes from the client to highlight their satisfaction.
  • Edit and proofread the case study thoroughly.
  • Publish and promote the case study to illustrate the company’s expertise.
  • Tailor the case study to your target audience, using visuals and language that resonate with them.

An exceptional case study that refers customers and generates more leads includes:

  • A brief introduction
  • Strategies used in the case study

To choose the right advertising agency for your business, consider the agency’s experience, expertise, track record and client portfolio. Look for an advertising company with experience in your field that can demonstrate its ability to deliver results.

Working with an advertising agency can offer several benefits, including access to expertise and resources that may need to be available in house, the ability to develop and execute effective marketing campaigns, and the potential to save time and money by outsourcing marketing functions.

Case studies can come in various forms across different fields, each providing an in-depth analysis of a specific instance, event, individual, group, or organization. Here are some examples:

  • A study of how a small company successfully entered a competitive market using innovative marketing strategies.
  • An analysis of a major corporation’s turnaround from financial struggles to profitability, highlighting the management and operational changes made.
  • Detailed documentation of a patient’s rare medical condition, treatment plan, and outcomes to contribute to medical knowledge.
  • An examination of a public health intervention in a community that led to significant changes in health behaviors.
  • A study of an individual’s unique behavioral or mental health condition, providing insights into psychological theories or disorders.
  • An analysis of social dynamics within a specific community following a major event or change.
  • A case study on the implementation and impact of a new teaching method or educational technology in a classroom or school.
  • An investigation into the long-term effects of early childhood education programs in different socio-economic groups.

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How to write a case study — examples, templates, and tools

How to write a case study — examples, templates, and tools marquee

It’s a marketer’s job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving. One of the best methods for doing this is to share success stories that are relatable to prospects and customers based on their pain points, experiences, and overall needs.

That’s where case studies come in. Case studies are an essential part of a content marketing plan. These in-depth stories of customer experiences are some of the most effective at demonstrating the value of a product or service. Yet many marketers don’t use them, whether because of their regimented formats or the process of customer involvement and approval.

A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if you’ve never done it before or if it’s been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business.

In this article, you’ll learn:

What is a case study?

How to write a case study, case study templates, case study examples, case study tools.

A case study is the detailed story of a customer’s experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research. They’re especially impactful in marketing as brands work to convince and convert consumers with relatable, real-world stories of actual customer experiences.

The best case studies tell the story of a customer’s success, including the steps they took, the results they achieved, and the support they received from a brand along the way. To write a great case study, you need to:

  • Celebrate the customer and make them — not a product or service — the star of the story.
  • Craft the story with specific audiences or target segments in mind so that the story of one customer will be viewed as relatable and actionable for another customer.
  • Write copy that is easy to read and engaging so that readers will gain the insights and messages intended.
  • Follow a standardized format that includes all of the essentials a potential customer would find interesting and useful.
  • Support all of the claims for success made in the story with data in the forms of hard numbers and customer statements.

Case studies are a type of review but more in depth, aiming to show — rather than just tell — the positive experiences that customers have with a brand. Notably, 89% of consumers read reviews before deciding to buy, and 79% view case study content as part of their purchasing process. When it comes to B2B sales, 52% of buyers rank case studies as an important part of their evaluation process.

Telling a brand story through the experience of a tried-and-true customer matters. The story is relatable to potential new customers as they imagine themselves in the shoes of the company or individual featured in the case study. Showcasing previous customers can help new ones see themselves engaging with your brand in the ways that are most meaningful to them.

Besides sharing the perspective of another customer, case studies stand out from other content marketing forms because they are based on evidence. Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.

89% of consumers read reviews before buying, 79% view case studies, and 52% of B2B buyers prioritize case studies in the evaluation process.

Case studies are unique in that there’s a fairly standardized format for telling a customer’s story. But that doesn’t mean there isn’t room for creativity. It’s all about making sure that teams are clear on the goals for the case study — along with strategies for supporting content and channels — and understanding how the story fits within the framework of the company’s overall marketing goals.

Here are the basic steps to writing a good case study.

1. Identify your goal

Start by defining exactly who your case study will be designed to help. Case studies are about specific instances where a company works with a customer to achieve a goal. Identify which customers are likely to have these goals, as well as other needs the story should cover to appeal to them.

The answer is often found in one of the buyer personas that have been constructed as part of your larger marketing strategy. This can include anything from new leads generated by the marketing team to long-term customers that are being pressed for cross-sell opportunities. In all of these cases, demonstrating value through a relatable customer success story can be part of the solution to conversion.

2. Choose your client or subject

Who you highlight matters. Case studies tie brands together that might otherwise not cross paths. A writer will want to ensure that the highlighted customer aligns with their own company’s brand identity and offerings. Look for a customer with positive name recognition who has had great success with a product or service and is willing to be an advocate.

The client should also match up with the identified target audience. Whichever company or individual is selected should be a reflection of other potential customers who can see themselves in similar circumstances, having the same problems and possible solutions.

Some of the most compelling case studies feature customers who:

  • Switch from one product or service to another while naming competitors that missed the mark.
  • Experience measurable results that are relatable to others in a specific industry.
  • Represent well-known brands and recognizable names that are likely to compel action.
  • Advocate for a product or service as a champion and are well-versed in its advantages.

Whoever or whatever customer is selected, marketers must ensure they have the permission of the company involved before getting started. Some brands have strict review and approval procedures for any official marketing or promotional materials that include their name. Acquiring those approvals in advance will prevent any miscommunication or wasted effort if there is an issue with their legal or compliance teams.

3. Conduct research and compile data

Substantiating the claims made in a case study — either by the marketing team or customers themselves — adds validity to the story. To do this, include data and feedback from the client that defines what success looks like. This can be anything from demonstrating return on investment (ROI) to a specific metric the customer was striving to improve. Case studies should prove how an outcome was achieved and show tangible results that indicate to the customer that your solution is the right one.

This step could also include customer interviews. Make sure that the people being interviewed are key stakeholders in the purchase decision or deployment and use of the product or service that is being highlighted. Content writers should work off a set list of questions prepared in advance. It can be helpful to share these with the interviewees beforehand so they have time to consider and craft their responses. One of the best interview tactics to keep in mind is to ask questions where yes and no are not natural answers. This way, your subject will provide more open-ended responses that produce more meaningful content.

4. Choose the right format

There are a number of different ways to format a case study. Depending on what you hope to achieve, one style will be better than another. However, there are some common elements to include, such as:

  • An engaging headline
  • A subject and customer introduction
  • The unique challenge or challenges the customer faced
  • The solution the customer used to solve the problem
  • The results achieved
  • Data and statistics to back up claims of success
  • A strong call to action (CTA) to engage with the vendor

It’s also important to note that while case studies are traditionally written as stories, they don’t have to be in a written format. Some companies choose to get more creative with their case studies and produce multimedia content, depending on their audience and objectives. Case study formats can include traditional print stories, interactive web or social content, data-heavy infographics, professionally shot videos, podcasts, and more.

5. Write your case study

We’ll go into more detail later about how exactly to write a case study, including templates and examples. Generally speaking, though, there are a few things to keep in mind when writing your case study.

  • Be clear and concise. Readers want to get to the point of the story quickly and easily, and they’ll be looking to see themselves reflected in the story right from the start.
  • Provide a big picture. Always make sure to explain who the client is, their goals, and how they achieved success in a short introduction to engage the reader.
  • Construct a clear narrative. Stick to the story from the perspective of the customer and what they needed to solve instead of just listing product features or benefits.
  • Leverage graphics. Incorporating infographics, charts, and sidebars can be a more engaging and eye-catching way to share key statistics and data in readable ways.
  • Offer the right amount of detail. Most case studies are one or two pages with clear sections that a reader can skim to find the information most important to them.
  • Include data to support claims. Show real results — both facts and figures and customer quotes — to demonstrate credibility and prove the solution works.

6. Promote your story

Marketers have a number of options for distribution of a freshly minted case study. Many brands choose to publish case studies on their website and post them on social media. This can help support SEO and organic content strategies while also boosting company credibility and trust as visitors see that other businesses have used the product or service.

Marketers are always looking for quality content they can use for lead generation. Consider offering a case study as gated content behind a form on a landing page or as an offer in an email message. One great way to do this is to summarize the content and tease the full story available for download after the user takes an action.

Sales teams can also leverage case studies, so be sure they are aware that the assets exist once they’re published. Especially when it comes to larger B2B sales, companies often ask for examples of similar customer challenges that have been solved.

Now that you’ve learned a bit about case studies and what they should include, you may be wondering how to start creating great customer story content. Here are a couple of templates you can use to structure your case study.

Template 1 — Challenge-solution-result format

  • Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customer’s name and a hint at the challenge they overcame in the end.
  • Create an introduction. Lead with an explanation as to who the customer is, the need they had, and the opportunity they found with a specific product or solution. Writers can also suggest the success the customer experienced with the solution they chose.
  • Present the challenge. This should be several paragraphs long and explain the problem the customer faced and the issues they were trying to solve. Details should tie into the company’s products and services naturally. This section needs to be the most relatable to the reader so they can picture themselves in a similar situation.
  • Share the solution. Explain which product or service offered was the ideal fit for the customer and why. Feel free to delve into their experience setting up, purchasing, and onboarding the solution.
  • Explain the results. Demonstrate the impact of the solution they chose by backing up their positive experience with data. Fill in with customer quotes and tangible, measurable results that show the effect of their choice.
  • Ask for action. Include a CTA at the end of the case study that invites readers to reach out for more information, try a demo, or learn more — to nurture them further in the marketing pipeline. What you ask of the reader should tie directly into the goals that were established for the case study in the first place.

Template 2 — Data-driven format

  • Start with an engaging title. Be sure to include a statistic or data point in the first 70 characters. Again, it’s best to include the customer’s name as part of the title.
  • Create an overview. Share the customer’s background and a short version of the challenge they faced. Present the reason a particular product or service was chosen, and feel free to include quotes from the customer about their selection process.
  • Present data point 1. Isolate the first metric that the customer used to define success and explain how the product or solution helped to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
  • Present data point 2. Isolate the second metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
  • Present data point 3. Isolate the final metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
  • Summarize the results. Reiterate the fact that the customer was able to achieve success thanks to a specific product or service. Include quotes and statements that reflect customer satisfaction and suggest they plan to continue using the solution.
  • Ask for action. Include a CTA at the end of the case study that asks readers to reach out for more information, try a demo, or learn more — to further nurture them in the marketing pipeline. Again, remember that this is where marketers can look to convert their content into action with the customer.

While templates are helpful, seeing a case study in action can also be a great way to learn. Here are some examples of how Adobe customers have experienced success.

Juniper Networks

One example is the Adobe and Juniper Networks case study , which puts the reader in the customer’s shoes. The beginning of the story quickly orients the reader so that they know exactly who the article is about and what they were trying to achieve. Solutions are outlined in a way that shows Adobe Experience Manager is the best choice and a natural fit for the customer. Along the way, quotes from the client are incorporated to help add validity to the statements. The results in the case study are conveyed with clear evidence of scale and volume using tangible data.

A Lenovo case study showing statistics, a pull quote and featured headshot, the headline "The customer is king.," and Adobe product links.

The story of Lenovo’s journey with Adobe is one that spans years of planning, implementation, and rollout. The Lenovo case study does a great job of consolidating all of this into a relatable journey that other enterprise organizations can see themselves taking, despite the project size. This case study also features descriptive headers and compelling visual elements that engage the reader and strengthen the content.

Tata Consulting

When it comes to using data to show customer results, this case study does an excellent job of conveying details and numbers in an easy-to-digest manner. Bullet points at the start break up the content while also helping the reader understand exactly what the case study will be about. Tata Consulting used Adobe to deliver elevated, engaging content experiences for a large telecommunications client of its own — an objective that’s relatable for a lot of companies.

Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others. They help marketers do their job and add credibility to a brand trying to promote its solutions by using the experiences and stories of real customers.

When you’re ready to get started with a case study:

  • Think about a few goals you’d like to accomplish with your content.
  • Make a list of successful clients that would be strong candidates for a case study.
  • Reach out to the client to get their approval and conduct an interview.
  • Gather the data to present an engaging and effective customer story.

Adobe can help

There are several Adobe products that can help you craft compelling case studies. Adobe Experience Platform helps you collect data and deliver great customer experiences across every channel. Once you’ve created your case studies, Experience Platform will help you deliver the right information to the right customer at the right time for maximum impact.

To learn more, watch the Adobe Experience Platform story .

Keep in mind that the best case studies are backed by data. That’s where Adobe Real-Time Customer Data Platform and Adobe Analytics come into play. With Real-Time CDP, you can gather the data you need to build a great case study and target specific customers to deliver the content to the right audience at the perfect moment.

Watch the Real-Time CDP overview video to learn more.

Finally, Adobe Analytics turns real-time data into real-time insights. It helps your business collect and synthesize data from multiple platforms to make more informed decisions and create the best case study possible.

Request a demo to learn more about Adobe Analytics.

https://business.adobe.com/blog/perspectives/b2b-ecommerce-10-case-studies-inspire-you

https://business.adobe.com/blog/basics/business-case

https://business.adobe.com/blog/basics/what-is-real-time-analytics

How to write a case study — examples, templates, and tools card image

9 Case Studies to Inspire Your Content Marketing Strategy

  • Written By Amy Sorter
  • Updated: March 5, 2024

Case studies are a valuable part of any content marketing strategy. They can be an ideal tool for showcasing your specific product or service. 

However, not all case studies are created equally. Some are more effective than others in introducing and solving content strategy challenges. 

In this article, we’ll share best practices for developing a worthwhile content marketing strategy using case studies of real-world examples. We’ll also discuss multiple areas of your strategy, including workflow management, talent management, SEO, and content scalability.

Elements of Workflow Management Infographic

Workflow Management — Getting From Start to Finish

Many companies assume that generating lots of content is an effective content strategy . Unfortunately, that assumption is incorrect. There also needs to be a structure in place to develop and disseminate your content. 

One way to avoid the “all-or-nothing” content strategy is to focus on workflow management.

Content workflow management is a series of tasks that take content from ideas to delivery as efficiently as possible. It consists of six elements:

Within these six sections are sub-modules, which are:

  • Creating and writing content
  • Filing and sharing
  • Social and collaboration

Workflow is essential because it helps break content creation and production into straightforward, manageable tasks you can execute smoothly.

Narrato’s case study examines how a content agency moved its content creation process to Narrato’s Workspace.

Case study: Narrato

Narrato’s case study examines how a content agency moved its content creation process to Narrato’s Workspace. It outlines all the steps taken that helped simplify the many moving parts of a content workflow strategy.

But, the challenge with this case study is how hard it is to follow verbally and visually. Images of the user interface provide examples, but the presentation is unclear, which isn’t what you want. Case studies should have a clear flow and structure that’s easy to follow.  

Case study: FreshLime

Our FreshLime case study focuses on workflow issues involved with content creation. 

FreshLime is an online platform that helps clients increase their revenue through customized content services. Since their clients operate in various sectors, FreshLime needed content creators with specific industry expertise. And, because of the sheer amount of content required, FreshLime needed a way to track the content creation process.

Our content platform helped FreshLime layout procedures from start to finish, creating seamless collaboration between FreshLime and ClearVoice. We also developed and maintained a content calendar to track FreshLime’s client content requirements.

Although content is an end goal, workflow management is the cornerstone of any content marketing strategy.

Talent Management

Talent Management — Finding & Keeping the Right Creators

The key to quality content is quality content creators. But good writers and content creators are notoriously tricky to find.

So, how do you find the right talent for your business ? 

The first step is to examine what type of content you need. Then, determine the creator’s role in developing that content. It’s also necessary to outline anticipated volume and frequency.

Before bringing the content creator on board, examine their: 

  • Skill level
  • Level of audience understanding
  • Fit into the company’s budget

The question then becomes where to source that talent from. There are a lot of “content services” available. Quality solutions , like ClearVoice, ensure experienced content creators through in-depth vetting and hiring processes.

Case study: Cisco

Our Cisco case study focuses on their CloudCherry acquisition. After they acquired it, Cisco instituted a rebrand, which required content support. Cisco turned to us, and we facilitated using expert technical writers to develop short- and long-form content pieces. By turning talent management over to us, Cisco could focus on larger-picture tasks and higher-level strategy.

Outrigger Hotels needed highly localized content.

Case study: Outriggers Hotels

Outrigger Hotels needed highly localized content. Through outsourcing to us, we paired them with writers who had a deep understanding of different worldwide locations, which led to consistent, high-quality content creation for them.

Talent management is an essential facet of content creation. But, it takes a great deal of time and resources to find and maintain experienced, knowledgeable content creators. Outsourcing your content creation can help match the right talent to the right content project. You must research the content agency’s reputation, references, and “talent bench.” 

Developing SEO Strategies

Many case studies highlight how quality content can provide a good foundation for boosting search engine optimization (SEO) efforts.

There are a few reasons why content strategists focus on search rankings. First, organic search tends to be the primary source of website traffic . The higher you rank, the higher the probability of organic traffic. Second, SEO also builds trust and credibility in a particular brand while providing a better understanding of audience needs.

And with Google owning close to 93 percent share of the market, we all know which search engine to target.

Rise Interactive’s case study about the American Egg Board offers a good overview of how content can help improve search engine rankings.

Case study: American Egg Board

Rise Interactive’s case study about the American Egg Board offers a good overview of how content can help improve search engine rankings. They worked with AEB to improve SEO by upgrading their website with fresh content, a clean design, and adding keywords. The result was a streamlined website, higher organic search numbers, and increased website visits.

However, the case study declines to mention certain factors. Specifically, ongoing, relevant content is also essential to improve and maintain search engine rankings.

Case study: Jerome’s Furniture

Jerome’s Furniture is a SoCal furniture retailer that needed to increase organic website searches through a higher SERP position. Our strategists developed an SEO-specific plan to increase website traffic. Then, the ClearVoice editors and writers stepped in to improve the company’s website content and create informative blogs that answered users’ questions.

The strategy also called for the addition of buyer’s guides. These downloadables provide advice on everything from getting better sleep to buying multi-use dining tables for the holidays. That strategy reduced keyword stuffing, improved the company’s page-quality score, and lowered ad spend. The result was higher website traffic and fewer dollars spent on advertising.

The one requirement of a strong SEO strategy is flexibility. It’s important to keep current with Google’s requirements. Before starting any content-related SEO strategy, companies need to understand their audience. Take time to research the target audience’s pain points and the solutions it seeks.

60 percent of B2C marketers use content marketing strategies.

Developing the Right Content for the Right Purpose

Almost all companies want to develop and implement some kind of content strategy. Recent insights show:

  • 60 percent of B2C marketers use content marketing strategies
  • 56 percent of businesses worldwide intend to spend more on content creation
  • 73 percent of businesses have a designated employee to monitor content creation

Source: Review42

What the above statistics don’t outline is the myriad of different content types available. When discussing content strategies, the first thing — and many times, the only thing — that comes to mind is blogs.

There’s a good reason for this.

Blogs are an excellent cornerstone of an effective content marketing strategy. They’re relatively easy to produce, approve, and distribute. When crafted properly, blogs can be top performers in providing fresh, consistent content that answers questions. As a result, they help generate more website traffic.

But blogs are only one type of content. In content marketing, there are four main content categories:

  • Written content
  • Visual content
  • Interactive content
  • Video content

But it doesn’t stop there. An effective content marketing strategy strategy focuses on the right content based on the customer’s buying journey . This journey guides customers through the “sales funnel” or “marketing funnel” through the following steps:

  • Top-of-funnel: increases brand awareness and trust
  • Middle-of-funnel: allows customers to research and solve problems
  • Bottom-of-funnel: where customers are ready to take action

This study focuses on GLOBO, a language-support company that helps companies communicate in over 350 languages.

Case study: GLOBO

This study focuses on GLOBO , a language-support company that helps companies communicate in over 350 languages.

GLOBO was struggling with its messaging. They needed a plan to frame their brand as a compassionate, mission-oriented company. The messaging goal also needed to nurture potential users to action. In this case, subscribing to the product.

We helped GLOBO strategize how to create content for various parts of their marketing funnel and ensured they used the proper content formats to engage their audience at each stage.

Not all content is created equal, and blogs aren’t the only answer to a content marketing strategy. Sometimes, a solutions-based email or an infographic might be more appropriate. 

Before determining the best content to use, first find out:

  • Where’s the audience in the buying journey?
  • What problems are they trying to solve?
  • Are there trends that might be in play? 
  • What’s the right messaging, content, and dissemination process?

Also, focus on why the content needs to be in place, what it offers, and how to distribute it best.

Determining Content Scalability

Determining Content Scalability

Any robust content strategy includes building agile content systems that can quickly produce a large amount of content and disseminate it to the right audience at the right time. 

In other words, scalability.

Many companies face a scalability issue when fulfilling their content marketing strategy. They might have great content plans in place. But turning those plans into reality requires a streamlined system and quality content providers.

However, it’s incorrect to assume that scalability means hiring more people. Content scalability isn’t a personnel issue. It’s a systems issue. 

Case study: Updater

Updater , a household moving app, wanted to scale its content efforts. But it knew managing that in-house would be time-consuming and expensive. 

When they partnered with us, we matched them with the best writers for their needs and budget to increase their content creation. We also used our workflow management to streamline their content review and approval processes. The result was a more consistent content flow and improved brand recognition.

Charles-Keynon needed to scale its content efforts on behalf of its clients, which consist of banks, credit unions, and other financial institutions.

Case study: Charles-Kenyon

Charles-Keynon needed to scale its content efforts on behalf of its clients, which consist of banks, credit unions, and other financial institutions. But, they were finding it challenging and time-consuming to create original content consistently. Plus, the client approval process was very slow. 

We worked with Charles-Kenyon to overhaul their content creation process. We developed blog and article pitch requests that were sent to their clients. And we implemented a system to ensure the clients responded to those pitches quickly. Last but not least, we matched them with our expert writers and editors to create thoughtful and engaging content that satisfied their clients. 

Putting more content into circulation shouldn’t always require additional resources. Instead, the focus should be on improving content flow and getting that information from ideation to approval and dissemination in an efficient fashion.

Explore all the details and takeaways to inspire your next phase of marketing content production, performance, and scale with our in-depth guide .

Final Thoughts

Case studies provide best practices that enhance the creation process. They outline the steps to guarantee a steady flow of quality content, ensuring your content plan benefits your company’s marketing efforts.

Now more than ever, it’s the ideal time to leverage an external partner to support your content creation. At Clearvoice, we can support and scale your entire content marketing strategy. Discover our solutions or talk to a specialist today to get back time in your day, focus on what matters, and create great content faster. 

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Basic Guide: How to Write a Case Study Advertising Report

Table of Contents

Writing case study advertising is a nuanced process that requires deftness, creativity, and storytelling. Advertising case studies demonstrate how marketing initiatives have achieved goals, including brand visibility, customer engagement, and conversion rates. An excellent case study advertisement can improve consumer perception of your product or service and generate leads with more targeted content. This blog post will discuss how to write persuasive case study advertising. Keep reading to learn how to write an engaging story-based advertising narrative!

What Is an Advertising Case Study?

An advertising case study is a document that outlines the results of a marketing campaign . It typically includes detailed metrics, such as customer reach, audience engagement levels, and conversion rates. Case studies can be used to prove the success of an advertisement or campaign, which helps businesses make more informed decisions about future campaigns.

Why Write a Marketing Case Study?

Marketing case studies are an effective way to showcase your business’s success and demonstrate the results of your marketing strategies . By providing evidence-based proof that your campaigns have generated tangible results, you can build customer trust and strengthen relationships. Case study advertisements can help attract potential leads and keep existing customers engaged by showcasing how your product or service has benefited other users. In short, writing a persuasive case study advertisement can benefit businesses in many ways. It helps build customer trust, attract potential leads, and improve overall brand visibility.

person wearing yellow sweater writing with white pen in notebook

How to Write a Case Study Advertising Report in 4 Quick Steps

Writing a compelling case study advertisement is a process that requires creativity and thoughtful storytelling. Here are the key steps to keep in mind when crafting a compelling ad:

1. Determine Your Audience

Before you begin writing your case study advertisement, it’s essential to identify who you’re targeting with your content. Take the time to research your audience to craft a message that resonates with them.

2. Outline Your Goals

Create a detailed outline of what you want to accomplish with your case study advertisement. Determine which metrics or goals you want to track and measure for the campaign.

3. Write an Engaging Narrative

Once you have your audience and goals in mind, it’s time to start writing. Be sure to craft an engaging narrative that captures the reader’s attention. Tell a story rather than just presenting facts will help make your advertising case study more memorable and impactful.

4. Implement Your Strategy

After completing your case study advertisement, it’s time to implement your plan. Be sure to track and measure the performance of your campaign, so you can monitor its progress and optimize it as needed. Using these methods, you can develop a compelling case study advertisement that resonates with your target audience and generates leads with better-focused content.

Writing a practical case study advertisement is a process that requires creativity and thoughtful storytelling. Using this blog post’s best practices, you can create an engaging story-based narrative that resonates with your target audience. Additionally, marketing case studies are an effective way to showcase your business’s success and demonstrate the results of your marketing strategies. With this information, you can begin writing a compelling case study advertisement for your business today!

Basic Guide: How to Write a Case Study Advertising Report

Abir Ghenaiet

Abir is a data analyst and researcher. Among her interests are artificial intelligence, machine learning, and natural language processing. As a humanitarian and educator, she actively supports women in tech and promotes diversity.

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9 LinkedIn Ad Case Studies That Marketers Can Learn From

Kayla Carmicheal

Updated: July 01, 2020

Published: June 29, 2020

When you think about social media marketing, what's the first platform that comes to mind? For many marketers, it's probably Facebook or Instagram. But if I were to pick one, I'd go with LinkedIn.

linkedin ad case studies: image shows people sitting at a table discussing with a linkedin icon nearby

Why? Well, first, LinkedIn is an amazing platform to use for brand awareness. Their Business Solutions offer a variety of ad types, like photo or video. Ads are visible to the platform's 630 million users , and the unique optimization tools, like audience targeting, ensure Ads reach qualified leads.

Second, LinkedIn's Business Solutions are expansive . There's a lot of opportunity for ad customization and budgeting — which is helpful if you’re not quite sure which ad is right for your strategy.

Download Now: How to Run LinkedIn Ads

That's where my third reason for loving LinkedIn comes in: case studies.

Case studies often explain the thinking, process, and analysis behind how a team or business uses a product or solution. Marketing case studies usually focus on specific verticals, industries, or solutions.

Want to learn more about LinkedIn Ads ? Their case studies are a good place to start. Let’s walk through a few.

LinkedIn Ads Case Studies

These case studies will dive into every ad type LinkedIn has to offer and what those corresponding campaigns look like. LinkedIn offers four ad types: Dynamic, Sponsored, Text, and Message.

Dynamic Ads change based on the interests of LinkedIn members. They come in four formats and offer the most opportunity for personalization. Use this ad type, if you want to create highly stylized Ads for your campaign.

While Dynamic Ads can be shown in a variety of places on LinkedIn, Sponsored Ads are shown only in the main feed. They're similar to other channels in which ads blend into a user's main screen.

Text and Message Ads live on users’ main screens too — just in less obvious places. A Text Ad shows up in a member's right column, where other promoted content lives, while Message Ads are sent directly to inboxes.

Let’s look at a few companies that are at all levels of LinkedIn advertising expertise as well as companies with a variety of budgets.

Are you ready to see them in action?

LinkedIn Dynamic Ads Case Studies

Dynamic Ads use data about LinkedIn member interests to show them personalized Ads. The content of the ad, like copy or photos, changes based on that data. LinkedIn members can configure what's collected by LinkedIn to personalize the Dynamic Ad experience from the main feed.

LinkedIn's Dynamic Ads come in four formats:

LinkedIn Dynamic Ads

It's likely that you've come across one of these ads on LinkedIn before. With so many versions, it's almost impossible not to see a job ad to your right, or a spotlight ad in the middle of the homepage.

If you've always wondered if those ads were successful, here are a few examples.

1. NerdWallet's Follower Ads

Finding top technology talent isn't an easy task — with so many qualified applicants, and even more competition, Companies like NerdWallet , which gives customers personalized financial advice, need help finding prospects.

In 2019, NerdWallet used LinkedIn Pages as a recruiting tool. LinkedIn's emphasis on professional content makes Pages the perfect place for them to promote its company culture.

Follower Ads about the company's self-proclaimed "nerdy" company culture would bring interested LinkedIn members to their Careers Page, where jobs are posted.

Example of NerdWallet's LinkedIn Dynamic Ad

Image Source

“We're building recognition of our company and talent brand among industry peers. Through LinkedIn, we've even been able to reach VP-level members. That's not easy to do anywhere else," says Vivian Chen of NerdWallet's Brand Marketing team.

Results: NerdWallet's most popular posts usually center around company culture. One of NerdWallet's communication managers notes that employee-centric posts provide a genuine depiction of working there. Visible representatives can recruit those who can see themselves joining a team like NerdWallet's.

Takeaways: LinkedIn allows marketers to use the platform differently from other social media channels. If none of your other social pages allow for work-related content. Consider using Company Pages to spotlight company culture, and Promote them using Follower Ads just like NerdWallet did. These Dynamic Ads will change based on audience interest, so your transparent, company-related content will reach potential talent and followers.

2. ESCP Europe's Spotlight Ads

The World's First Business School, ESCP Europe , wanted to generate applicants for their Masters Degree in European Business in addition to building a global leads pipeline. They used Spotlight Ads, like the one below, to engage prospective students:

ESCP's LinkedIn Spotlight Ad

Spotlight Ads offer valuable content with which to target audiences. This ad, giving scholarship information, is perfect for gaining leads from a landing page. ESCP used LinkedIn Spotlight Ads because they’re a great platform for reaching higher education students.

"Precise profile targeting has led to quality results, which have converted in record time," says Rachel Maguer , the Director of Marketing and business Development at ESCP Europe. The company wanted to see a conversation rate of one completed application per 100 leads, in addition to generating at least 250 high-quality leads for their degree program.

Results: So, did ESCP make the grade? As a result of this campaign, ESCP Europe saw over two million impressions from potential students. Additionally, the ads led to a conversion rate of almost 14% — almost twice as much as the intended goal.

In total, ESCP generated 40 more leads over goal and found three countries that topped their qualified leads, solidifying the plan for a global lead pipeline.

Takeaways: Staying customer-focused with ads helped ESCP Europe secure almost 300 applicants. Ads showed images of current students enjoying the beautiful campus. Spotlight Ads accrued the leads, and ESCP Europe nurtured them through to conversion with follow-up calls and interview next steps.

Use Spotlight Ads to identify quality leads in global markets, and nurture them by providing valuable content to audiences in a Dynamic Ad format.

3. Snagajob's Job Ads

Snagajob , formerly known as Snag, is a source for finding hourly work. Because the platform is for job discovery, it's not hard to guess that when opportunities open, Snagajob's team wants people to know. To help, the company turned to LinkedIn for lead generation and ads to capture the attention of their target audience.

The company's ideal customers — business owners and managers — are on LinkedIn. The Job and Video Ads showcased Snagajob's deep understanding of customer behavior: that decision makers often don't have enough time. As a result, ads are short, explain the service's value, and are visually stunning:

Results: Snagajob's marketers had a hunch that Job and Video Ads would be successful for compelling busy professionals, and they were correct. Their campaign saw an 84% rise in converted leads. They earned more applicants and gained quality leads, all while lowering their cost of ad spend.

Takeaways: When targeted Ads are used in a calculated way, like Snagajob's, they're not a waste in ad spend. Additionally, Job Ads let people outside of a member's network know that companies in their industry are hiring.

4. Noodle's Content Ads

Noodle.ai provides artificial intelligence services to businesses, helping them become more efficient. To build brand awareness, Noodle.ai's marketers decided to use Content Ads to connect with their target audience of C-level executives.

In 2018, Noodle used LinkedIn's ad tools to solidify a lead pipeline. Content Ads, which promote downloadable content that automatically generate leads, were an excellent method to reach supply chain executives.

Noodle.ai's LinkedIn Content Ad

The Content Ad above promotes an ebook about supply chain management. Noodle.ai's team found that their target audience responds to content that helps executives understand their expertise.

Results: Noodle.ai saw three times better ROI than other marketing methods. In addition, CTR soared to up to three times higher on Noodle.ai's paid content and obtained 40% of qualified leads from the channel overall.

Takeaways: LinkedIn has now become a prime tool for identifying Noodle.ai's leads. By using Content Ads, Noodle.ai's marketing strategy is now a refined, reliable process for team cohesion.

Use Content Ads as a scalable marketing choice — as Noodle.ai grows, their marketing efforts with LinkedIn can grow as well. Remember, Content Ads are only available by contacting a LinkedIn representative .

LinkedIn Sponsored Ads Case Studies

Sponsored Ads appear in the news feed of LinkedIn members. They blend into feeds, but are notated by a supporting headline. Sponsored content includes single image ads, video ads, and carousel ads. Let's look at examples of each.

5. Kate Spade New York's Single Image Ads

Before 2019, designer brand Kate Spade New York (KSNY) never had ad campaigns on LinkedIn.

It wasn't until the company's team identified customers for their smartwatch on the platform that LinkedIn was considered for advertising. Krista Neuhas , senior director of global digital marketing for KSNY, says, "It’s important to us that the message we are sharing with consumers fits on the platform we are using."

Initially, the goal of the campaign was to drive traffic. The team decided to run a single image ad that featured actress Busy Philipps wearing the watch. The supporting copy tells the busy working woman that the new watch does everything they need:

KSNY LinkedIn Ad

The single image ad was used to spread brand awareness and showcase the new launch. It was part of a strategy that aimed to reach the right type of professional with the right messaging, and a simple image did the trick. Let's see how the ad campaign went for KSNY.

Results: The Busy Philipps ad made impressions with 143,000 audience members. It also earned a 2.44% engagement rate and 1.78% CTR. Total engagement numbers reached 5,000. Kate Spade New York hit a home run with their smartwatch ad — In fact, out of four platforms used for the campaign, LinkedIn members produced the highest CTR.

Takeaways: B2C content has a place on LinkedIn . Most audiences are part of the professional landscape in some way, so engaging them on LinkedIn can be useful. Start with a single brand awareness ad, like KSNY, to gauge engagement.

Ultimately though, remember that if framing marketing in the right context, like the smartwatch and its copy, the right customers can be reached.

6. Corporate Visions' Carousel Ads

If you've seen Carousel Ads on other platforms, they're similar on LinkedIn. These Ads allow for multiple images to appear in the same post. Carousel Ads are great for lead generation because target customers see multiple iterations of offerings which helps to pique their interest.

B2B training company Corporate Visions had a large audience on LinkedIn. Their ideal customer is a decision-maker in customer service, sales, or marketing. Even so, the leads they were earning weren’t qualified, and they quickly identified they had a content problem.

To make content their audience would enjoy, Corporate Visions' marketing team used LinkedIn's targeting tools to research their target market's demographics. They identified previous ads that performed well and produced the most high-quality leads: carousels.

With this information, the team moved forward with a carousel campaign. Carousel Ads from Corporate Visions give quick, actionable tips to their audience about the B2B industry, like this one below.

Corporate Visions' Carousel Ad

This campaign was optimized with LinkedIn's Conversion Tracker . This function tracks audience behavior and allows small changes to be made. Advertisers on LinkedIn can target members based on job title, seniority, and company size, so Corporate Visions was able to get very specific with who was seeing their ad.

Results: Corporate Visions saw a doubled increase in ROI after optimizing their Ads and reaching the right customers. The company has also seen a 116% increase in qualified leads year-over-year, making the new carousel strategy a success.

Takeaways: Companies could be leveraging LinkedIn Ads but not optimizing them or tracking conversions. When Corporate Visions learned about customer behavior on LinkedIn, they were able to identify how to earn the most leads with the platform. Look at campaign performance and study the reactions of your audience — is there a way to better reach them?

7. Automation Anywhere's Video Ads

Automation Anywhere builds software bots that do repetitive tasks so humans can spend time in other places. When the time came to advertise the biggest launch in the history of their company, Automation Anywhere sought to use LinkedIn's live broadcasting feature to announce their product.

The goal for the campaign was to build the most awareness possible. Automation Anywhere's Company Page had over 100,000 followers and an active community, so they posted a teaser to test video ROI. Two minutes later, the video had over 300 comments . Their marketers knew they'd made a great choice.

Automation's Anywhere's LinkedIn Live Ad

Automation Anywhere's official LinkedIn Live broadcast included repurposed content, drawing clips from previous videos to attract leads. But how did the broadcast perform?

Results: When the broadcast went live, the response was almost immediate. Within a few minutes, they had 400 comments from interested viewers. At the end of the broadcast, there were one thousand.

Though the product launch announcement ran across multiple platforms, 78% of viewers came from LinkedIn Live.

The team at Automation Anywhere engaged with their community and had meaningful conversations about the product. Having a team of product marketers talk to followers was big for building customer relationships and providing valuable messaging.

Takeaways: Consider hosting a broadcast similar to Automation Anywhere’s. Maybe there's no launch coming up, but consider producing a live Q&A or webinar. Automation Anywhere's team was blown away by the response from their community with a video; Maybe yours will be just as active.

LinkedIn Text and Message Ads

LinkedIn Text Ads show up in the right module of the main feed and give members a bolded CTA as a headline and a supporting sentence. They're easy to create, pick a target audience, and track leads.

Message Ads are a bit different — they're sent to a LinkedIn member's inbox. This gives advertisers the ability to communicate directly with leads, without a character limit. There are also tools to beef up a message's impact, like adding a form into the message.

Instead of a busy email inbox, LinkedIn Messages are less cluttered, leaving messages more room to be seen. And with the Conversion Tracker, keep track of who's engaging with and converting from your Ads.

8. Design Pickle's Text Ads

Let's see how graphic design company, Design Pickle , earned over $1 million in revenue with Text Ads. The company is a subscription service, but instead of food or makeup, customers are set up with professional graphic designers.

As part of a small business that aimed to increase plan subscriptions, Design Pickle's marketers had to keep their strategy cost-effective. The team decided to use Message Ads to retarget website visitors.

Example of LinkedIn Text Ads

LinkedIn's tools identified a target audience closely matching the company's persona, so the marketers were able to personalize ads for a specific, ideal market.

The emphasis on targeting proved to be effective. Message Ads addressed company stakeholders making buying decisions. Copy like, "Save $37,000 On Design" is eye-catching and grabs a user's attention.

So, did the low-key ads bring high-yield results for Design Pickle?

Results: This campaign led to 463 new signups, 64 of them for premium subscription plans, leading to an estimated $1.8 million in revenue . As for cost effectiveness, LinkedIn provided the lowest average cost per signup by 19% when looking at the campaign across platforms.

Takeaways: Sometimes, it doesn't take a big, flashy ad to make an impact. Design Pickle is a graphic design company and earned over a million dollars with two-sentence ads. When audience targeting and retargeting happens on LinkedIn, companies can reach a large audience and re-engage leads.

9. VistaVu Solutions' Message Ads

VistaVu Solutions is a B2B company that was struggling with brand awareness. We've seen how LinkedIn's unique audience targeting tools impacts visibility for companies, so let's see if that rings true for this company.

In addition to boosting brand awareness, VistaVu's marketers aimed to generate leads and increase brand credibility with compelling Ads. VistaVu's team chose LinkedIn because their niche audience — oilfield industry leaders — was active on the platform.

To make their brand stand out from the competition, VistaVu's marketing managers decided to use Message Ads to amplify their unique company and its value. To make sure the team was targeting the right audience within the oilfield industry, LinkedIn's tools filtered audiences to make that happen.

The message itself was an ebook offer, and included a CTA with a download link. Because there's no character limit, the body text was able to properly introduce the company, its area of expertise, and the ebook.

Example of a LinkedIn Message Ad

Results: As a result of the messages campaign, VistaVu earned a 23.8% conversion rate , and cut ad spend by 75%. Using LinkedIn as opposed to other platforms earned the company five times more generated leads and led to twice as many conversions.

Takeaways: LinkedIn as an advertising platform doesn't limit efforts to just main feeds. Building brand awareness by using Message Ads allows for ample text to introduce a company to prospects.

Case studies can be extremely helpful for a real-life example of strategies you've never tried. You can visualize how a campaign looks and the tools to help you get there.

Be sure to pick a case study that's recent and comes with both qualitative and quantitative data. When it comes to ads, numbers and percentages are important, but so are strategy details. Recent studies will give you the most accurate numbers and processes for advertising.

If I want a relevant case study about social media, I start with the website itself. Every social media platform I've used has a section for case studies. For those that don't, I look at other articles, like this one about Facebook case studies .

Now that you know how to pick out a case study, and what a LinkedIn Ad strategy can look like, maybe for your next LinkedIn campaign, you can conduct your own case study. Try it, and see what you learn.

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Case study definition

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Case study, a term which some of you may know from the "Case Study of Vanitas" anime and manga, is a thorough examination of a particular subject, such as a person, group, location, occasion, establishment, phenomena, etc. They are most frequently utilized in research of business, medicine, education and social behaviour. There are a different types of case studies that researchers might use:

• Collective case studies

• Descriptive case studies

• Explanatory case studies

• Exploratory case studies

• Instrumental case studies

• Intrinsic case studies

Case studies are usually much more sophisticated and professional than regular essays and courseworks, as they require a lot of verified data, are research-oriented and not necessarily designed to be read by the general public.

How to write a case study?

It very much depends on the topic of your case study, as a medical case study and a coffee business case study have completely different sources, outlines, target demographics, etc. But just for this example, let's outline a coffee roaster case study. Firstly, it's likely going to be a problem-solving case study, like most in the business and economics field are. Here are some tips for these types of case studies:

• Your case scenario should be precisely defined in terms of your unique assessment criteria.

• Determine the primary issues by analyzing the scenario. Think about how they connect to the main ideas and theories in your piece.

• Find and investigate any theories or methods that might be relevant to your case.

• Keep your audience in mind. Exactly who are your stakeholder(s)? If writing a case study on coffee roasters, it's probably gonna be suppliers, landlords, investors, customers, etc.

• Indicate the best solution(s) and how they should be implemented. Make sure your suggestions are grounded in pertinent theories and useful resources, as well as being realistic, practical, and attainable.

• Carefully proofread your case study. Keep in mind these four principles when editing: clarity, honesty, reality and relevance.

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• Select your payment type, sit back and relax!

With lots of experience on the market, professionally degreed writers, online 24/7 customer support and incredibly low prices, you won't find a service offering a better deal than ours.

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B2B Brand Awareness: Examples both big (integrated, geo-targeted marketing campaign) and small (bootstrapped startup’s new image)

Try this prompt using the Conversion Pro expert assistant in MECLABS AI to get ideas for improving your landing pages and homepage. It's totally FREE to use, for now (MECLABS is MarketingSherpa’s parent organization):

Could you please scan the content on this page and suggest improvements? [paste webpage URL here]

Quick Case Study #1: How software development company increased leads 33% with a non-traditional B2B marketing approach focused on its industry’s geographic concentration

“In this project, for which the SOFTSWISS Marketing Team received recognition at the EGR Marketing Innovations Awards 2023, we employed a creative solution uncommon in the technology industry,” said Valentina Bagniya, CMO, SOFTSWISS .

SOFTSWISS is an international tech product company with 15 years of experience. While the iGaming software provider’s target audience in general is globally dispersed, the team focused this campaign on Malta.

“Despite having a population of less than half a million, Malta's stature as an online gambling leader is notable, especially considering that 10% of the world's online gaming companies are registered and represented there,” she said.

Lest you think this case study only applies to this industry, remember, there are many industries that have a geographic concentration:

  • Technology and innovation in Silicon Valley, Tel Aviv, and Bangalore
  • Entertainment and film in Hollywood, Bollywood, and Kollywood
  • Finance on Wall Street
  • Automative in Detroit
  • Wine in Bordeaux
  • Pharmaceuticals in Basel
  • Diamonds in Antwerp

And of course, industry events cause a geographical concentration in certain locations for brief periods as well (another aspect covered in this case study).

BEFORE: Traditional industry approach results in low brand awareness in Malta

In previous marketing communications, the company focused on the rational benefits of the product and used only traditional digital channels.

Creative Sample #1: Example of previously used digital banners highlighting rational brand features

Creative Sample #1: Example of previously used digital banners highlighting rational brand features

AFTER: Non-traditional B2B campaign strategy with a simple message and eye-catching visuals

The gambling software development company realized that thanks to its industry’s concentration in Malta, it could take approaches that were non-traditional for B2B, and more like the FMCG industry.

“The high concentration of B2B iGaming audiences in Malta and, hence the high affinity of media channels that are typically not very relevant for B2B TA, prompted us to adopt a non-standard approach for B2B in choosing the mix of channels,” she said.

The team launched the campaign in October with an eye on the key industry event of the year – SiGMA Europe 2022 – that was held in November.

Step #1: Channel selection

Competitors limited their non-digital promotion methods to participation in various iGaming events. Which meant the SOFTSWISS team could stand out in channels like OOH advertising, radio, in-mall ads, flight magazines, and airport advertisements.

The choice of channels was based on the below research.

Step #2: Teaser campaign

To stand out even more, the team went with a high-concept branding approach for its teaser campaign that was more typical of B2C brands. The ‘Bringing the Heat’ creative concept was developed, with a message rooted in urban slang, meaning ‘adding power.’

But before they launched that main campaign, the team launched a teaser campaign with similar visuals and coloration – the team chose a hot pepper as the key symbol of the campaign – with the line 'Blazing In.'

Creative Sample #2: Key visual featuring the chilli pepper

Blazing In

 “Traditionally, it's understood that B2B and B2C target audiences have different needs and preferences. However, in this campaign, we proceeded from the understanding that regardless of what is being purchased, the final decision is made by a person. And no matter the context in which a person makes a decision, it primarily comes from understanding the value the product provides. Here, not only rational factors or reasons are important but also emotional ones,” she said.

Creative Sample #3: Social media post from Aleksei Trudov excited to see bus advertising for a gambling software provider

Creative Sample #3: Social media post from Aleksei Trudov excited to see bus advertising for a gambling software provider

Step #3: Main campaign

The team chose five C-level executives from SOFTSWISS to feature in the main campaign, executives that the target audience could then recognize at industry events or around Malta.

Creative sample #4: Key visuals featuring the C-level

Softswiss_Ivan

The creative campaign also featured below-the-line, in-person experiential activations. For example, the team offered unique ice cream with spicy flavors such as chilli-mango and strawberry chilli (yellow and red, representing the brand colors of SOFTSWISS) near the offices of 29 potential clients for two days, serving 800 people.

Creative sample #5: Below The Line activities

Creative sample #5: Below The Line activities

And to target industry experts flying to Malta for the iGaming event, the team had five ad placements at Malta International Airport (OOH billboard, departure, arrivals, baggage areas) and in the in-flight Bizzilla Magazine.

The integrated campaign included PR, with four press and post releases, articles for iGaming media magazines, and podcast interviews.

RESULTS: Growth in brand awareness and target audience engagement

The campaign was meant to be a 360-degree experience that the target audience couldn’t ignore. It achieved the following results:

  • Branded keyword clicks increased 104% vs the previous period (before the campaign)
  • Leads (using UTM codes to qualify leads from the campaign) increased 33%
  • Organic traffic increased 45%
  • Nearly all targets were achieved, spending 40% less than the projected budget

Besides the measurable KPIs, the campaign helped SOFTSWISS increase employee loyalty thanks to C-level managers’ role as the main campaign heroes. Competitors inquired about the brains behind the idea and shared photos of the C-level executives, whom they recognized from the billboards and had the opportunity to engage with at the company’s event booth.

“In a young, competitive sector like ours, unique and engaging communication can have a substantial impact. Establishing a compelling creative brand image facilitates the presentation of rational product features, making the brand more attractive and recognizable,” she said.

But what sticks out for a moment in time does not last forever. “In the context of a small Maltese audience, creative content becomes less effective over time as the audience becomes accustomed to and bored with repeatedly seeing the same banners. Planning such campaigns for the short term is recommended,” she said.

And what works in one market, does not work in every market. For instance, in LATAM, the team sees value in partnerships with celebrities and influencers. “Brazilians tend to buy from those they know and trust. It's important to them that the brand is represented by locals. This is also about the emotional connection with the brand,” she said.

Quick Case Study #2: Small remote hiring company grows clients from Facebook advertising while reducing turnover

The previous case study showed the impact of an all-in branding campaign. But even a smaller business that can’t afford a 360-degree campaign can improve results. Let’s take a look at the story of Virtustant, a remove hiring company.

BEFORE – Starting small

When the remote hiring company started, the two partners themselves were the only employees, and the logo looked amateurish.

Creative Sample #6: Remote hiring company logo (before)

Creative Sample #6: Remote hiring company logo (before)

“We found the clients by advertising on Facebook with my savings,” said Erik Reid, CEO, Virtustant . The CTA focused on a free consultation.

Creative Sample #7: Facebook ad for remote hiring company (before)

Creative Sample #7: Ad for remote hiring company (before)

This got the company clients and remote workers, however the turnover rate was high. But they were young and scrappy and dedicated to improving. “We quickly adopted the strategy of ‘the aggregation of marginal gains’ by Sir Dave Brailsford. This is simply to try and grow 1% a day,” Reid said.

One way they tried to grow was by improving their brand image. When I asked Reid if anything specific catalyzed this change, he told me, “There absolutely was a specific moment, and it was when we ran out of money again, due to the high turnover bleed we experienced from both sides of the spectrum. We decided to go through one last round of low-cost work and use the entirety of the result to invest in getting at least one serious company to hire through us.”

AFTER – Rebranding for a more professional identity

The previous logo was heavy and “didn’t bring much to the table in the way of transmitting just how simple our process is.” It also conveyed a traditional sense of procedure, referencing the Greek laurels of victory, while the team considered their methods to be cutting-edge modernist.

So they created a new logo that had a more youthful approach, streamlining the many aspects of their work into one simple, friendly tick without sharp edges. “As comfortable as the couch where you can work from home,” he calls it.

The coloring also changed to represent a work focus, over a formal one, in the way that it brings to mind a traffic cone or construction area, but without the dangers (as working remotely is quite safe).

Creative Sample #8: Remote hiring company logo (after)

Creative Sample #8: Remote hiring company logo (after)

They hoped the new, more professional look would attract bigger, more serious clients. Since advertising is still one of the tactics the team uses, here’s an example of the new advertising look. While the message still focused on the lower cost of hiring someone from outside the United States, the CTA changed from a free consultation to a focus on the cost of hiring.

Creative Sample #9 Facebook ad for remote hiring company (after)

Creative Sample #9 (after)

RESULTS – Growth and client satisfaction

In all of 2022, the team was able to get nine clients through Facebook ads. In 2024 so far, the international staffing firm has already gotten 11 clients.

And these were higher-quality clients. “We learned that good quality marketing and sales bring a better-quality customer, who is better served by the excellence of the candidates we’ve provided. This leads to recommendations to other companies they are friends with, and when their production grows, they call us back to hire more remote employees. It is a virtuous cycle to focus on those you can perceive as serious leads and not waste time with those who want to lowball,” he said.

This approach has helped the company grow from the original two co-founders to a team of 30.

EPILOGUE – Global team dynamics

In working on this story, Reid also shared with me many lessons about working with a global team, something many marketers and entrepreneurs reading this article do on a daily basis.

For one, the team pivoted from originally recruiting in Asia, which they initially focused on since Reid’s co-founder was working in Asia on a Mandarin teaching project. They found Latin America to be a better fit because the time zones better align with the United States, and there are more native English speakers.

Reid also cautioned that it’s important to understand the culture of workers outside your home market.

“It's important to have a diverse group of individuals who bring a different perspective to the job. However, sometimes the culture of where people are from is not explored enough to know that it will not mesh. America is a very unique country in the way we work, and the ‘grind’ mentality,” he said.

“We have seen many people struggle to enjoy and keep up with the hustle of American work culture.”

This article was distributed through the MarketingSherpa email newsletter .

Related resources

B2B Brand Marketing and Culture: The higher up you go, your priority becomes the people (podcast episode #88)

Strategic Branding For Small Businesses: B2C rebranding and B2B advertising case studies

4 Lessons About B2B Inbound Marketing from a Sunday Morning in the Coffee Shop

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Industries Overview

Latest articles, amazon will surpass 40% of us ecommerce sales this year, despite competition in grocery, home improvement, 5 key stats: how consumers shopped amazon, walmart, and tiktok shop in q1, ctv ad dollars are going to waste—advertisers need to know where their money is going, eight in 10 amazon prime video viewers use the ad-supported tier, first-party behavioral data is a priority at all stages of the customer journey, not just discovery, the roku channel leads among fast providers, aldi tests a checkout-free store format, the big answers: banking & payments quiz, gen zers’ rejection of college as a must-do demands different bank marketing language, discounts are the leading reason consumers sign up for loyalty programs, about emarketer, tripadvisor: a case study of ai implementation in cx.

Tripadvisor used conversational AI technology for a campaign executed on voice assistants like Alexa and Google Assistant with the goal of maintaining engagement during the pandemic, according to Adam Ochman, global head of marketing at Tripadvisor.

The issue: The company saw engagement levels drop as the pandemic stifled travel plans. As a result, it wanted to improve the ease of CX and increase touchpoints in a time of low engagement.

What Tripadvisor did: Tripadvisor launched two voice assistant campaigns where users could interact with itineraries on Alexa or Google Assistant, one for Abu Dhabi and the other for Visit Orlando. The campaigns attempted to fit into the audience’s daily life and met consumers where they spent the most time—in their homes.

The user was able to have a conversation with a voice assistant and engage with the itineraries, eventually heading to Tripadvisor’s website if they decided to continue planning their trip. The experience weaved in content from the website like reviews, which allowed users to access this information in a new way. Tripadvisor also tested, learned, and amended its plans during the campaigns.

The result: Tripadvisor considered the campaigns successful. Users spent more than 4 minutes on average engaging with the campaigns, answering approximately seven prompts. In all, users engaged with the Visit Orlando campaign for a combined 450 hours and spent more than 1,300 hours with the Abu Dhabi campaign. Both campaigns increased performance. Tripadvisor also won a Drum Award for “Most Effective Use of AI/Machine Learning” as a result of this campaign.

Where else is it considering AI: Tripadvisor is considering the use of dynamic content tailored to their individual users as well as predictive analytics for better creative output and delivery.

It is also contemplating the metaverse—with ideas like itineraries accessed in virtual reality before buying—and travel retail applications.

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Data Analysis Is the Biggest Generative AI Use Case in the CPG Industry

Several factors affect marketing and advertising spending. So, how are the advent of AI and other factors affecting ad spends in the CPG industry? What are the key consumer trends, and how have investment priorities shifted this year? Check out the findings from Mediaocean’s latest study.

  • Several factors constantly affect marketing and advertising spending.
  • So, how are the advent of AI and other factors affecting ad spending in the CPG industry? What are the key consumer trends, and how have investment priorities shifted this year?
  • Mediaocean’s recent study sheds some light.

Marketing and advertising spending are constantly affected by world events, new technology, economic and job environment, and consumer sentiments. So, how has the advent of artificial intelligence (AI) and the current economic climate impacted ad spend, especially in the consumer packaged goods (CPG) industry? How are CPG companies and professionals using AI in daily operations? What are the important consumer trends this year? And have investment priorities shifted this year? To answer these questions and more, Mediaocean recently conducted a study. The following are a few key insights.

CPG Industry Is Optimistic This Year

The study found that optimism is sweeping across the CPG industry this year. Marketers are gearing up for an active year, with most respondents intending to either maintain or increase their spending across every channel. The only channels with more respondents indicating they are reducing spending compared to increasing are TV and print. This indicates a commitment among advertisers to a diverse mix of media channels and a focus on omnichannel execution.

Do marketers plan to increase, decrease, or maintain spends

For Each Channel, Do CPG Marketers Plan To Increase, Decrease, or Maintain Spends?

Source: The 2024 CPG Advertising Outlook Report Opens a new window

While most channels are growing, a few platforms are expected to see exceptional growth. For the CPG industry, digital display and videos, social media, and connected TV (CTV) are becoming frontrunners, witnessing a continued surge in investments. About 72% of respondents plan to increase their digital display/video spending, 67% for social media, and 56% for CTV this year.

Ecommerce Is the Most Important Consumer Trend

According to 57% of the study respondents, ecommerce everywhere is the most important consumer trend this year. This dominance of ecommerce everywhere signifies the need for CPG marketers to prioritize online channels, optimize their digital presence, and use data-driven insights to engage with consumers effectively.

Besides ecommerce, generative AI has become a crucial trend, occupying the third spot, with 55% of respondents citing it. Clearly, the rise of ChatGPT and other AI apps built on large language models (LLMs) has caught the fancy of marketers, and resource allocation has followed.

CTV/streaming is another area of strong growth, along with TikTok and social video. The trends portend heavy investment from businesses looking to connect with consumers through sound, sight, and motion.

AI Is Used Mostly for Research and Analytics Over Content Generation

How are CPG companies using generative AI in marketing? Data analysis (41%) and market research (29%) were the top applications. About 25% of respondents said they use it for copywriting and 12% for generating images. Further, only 9% use it for customer service.

How CPG marketers are using Gen AI in marketing

How CPG Marketers Are Using Gen AI in Marketing

Despite its prowess, AI struggles to understand tone and context, affecting the generated content’s quality. AI-generated content also lacks the emotional depth and nuanced creativity of human-created content.

Performance-Driven Paid Media Is the Most Critical Investment

Given the current macroeconomic conditions, a few advertising capabilities and media investments have become more critical. Performance-driven paid media occupies the top position as the most critical investment, with 62% of respondents citing it. That said, brand advertising remains a core function, with 45% citing it. Clearly, a full-funnel approach is the path forward for the CPG brands.

According to 59% of respondents, measurement and attribution are also indispensable components of their advertising capabilities and media investments. This is particularly important in an age of cookie deprecation. For a long time, cookies have been the source of truth for data-driven advertising. Without access to them, several consumer segments become invisible to advertisers and publishers. As marketers prepare for the new reality, it is critical to evaluate and test new measurement methodologies and be prepared to implement alternative solutions.

See more: Marketing Pros Mostly Optimistic on AI With a Hint of Concern

The Media-Creative Gap Persists

A whopping 94% of respondents said they did not have fully synchronized creative and media technologies and processes. This gap is caused by the industry over-indexing on media at the expense of creatives. The impact is significant, especially when consumers respond to and reward customized experiences. Solving this gap is a significant growth opportunity for brands.

The creative-media gap manifests itself in three ways:

  • Siloed teams, technology, and processes, creating inefficiencies with rising costs and slow go-to-market.
  • Repetitive and irrelevant messaging, leading to reduced consumer responses.
  • Lack of creative intelligence, creating hurdles in learning what content resonates.

Addressing these gaps requires implementing independent adtech platforms specifically designed to enhance creative relevance and activation across diverse marketing channels.

This year is becoming a year of creativity and innovation for CPG marketers. Despite the significant changes in the macroeconomic environment in 2023, optimism pervades the advertising industry. Marketers and advertisers are showing an intent to either maintain or increase spending across most digital media channels. Generative AI, especially ChatGPT, has captured everyone’s attention, leading to a shift in focus and resource allocation. The importance of measurement and attribution capabilities has increased, and so have the concerns regarding cookie deprecation, which makes measurement challenging. Further, there’s a prevalent gap between creative and media execution. As such, marketers should consider innovative methodologies and creative adtech platforms for competitive advantage this year.

How do you plan to make the most out of technological innovations to stay ahead of the competition? Share with us on Facebook Opens a new window , X Opens a new window , or LinkedIn Opens a new window . We’d love to hear from you!

Image source: Shutterstock

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