Case Study Detail | SaaSFlow Docs

149 settingsPages

Where it is used

Content settings

What the module says and shows. Repeaters (groups you can add items to) are marked as such.

Setting Type What it does

Gated contentGroup · 10 settings

Ask for details before showing the full case study.

Gate this case study	On/off	On: the page loads with only the title, intro and a HubSpot form. The rest of the case study (and the download) is not in the page at all until the form is sent; then it loads in place. Visitors who already sent the form see everything straight away.Default: `Off`
Form	HubSpot form	The HubSpot form visitors fill in.
Form title	Text	Heading of the form card.Default: `Grab your copy`
Form text	Text	Short line under the form title. Leave empty to hide it.Default: `Fill in your details to read the full case study and download the PDF.`
After the form is sent	Choice	What happens once the visitor submits the form.Options: Show the full case study (and the download button)Go to another pageDefault: `Show the full case study (and the download button)`
Redirect to	Link	For example a thank-you page or the PDF itself.
Downloadable file	File	Optional PDF or file. Its download button appears at the top of the case study once the form is sent, and the PDF item in Featured resources links to it.
Download button text	Text	Text on the download button.Default: `Download the full case study (PDF)`
Remember unlocked visitors	On/off	Visitors who already sent the form are never asked again for this case study (remembered in their browser).Default: `On`
Locked note	Text	Shown under the intro while the case study is locked.Default: `Fill in the form to read the full story: the challenge, the solution, the res...`

On a blog postGroup · 3 settings

Settings for the Case study post template (a case study blog).

Use the post's title, summary and featured image	On/off	The hero shows the post title, its meta description (or summary) and its featured image. An image chosen under Hero still wins.Default: `On`
Use the post's text as the story	On/off	The article written in the blog editor replaces the About, Challenge, Solution and Results blocks. The results quote still shows after it.Default: `On`
Fill related and more stories from this blog	On/off	Related case studies and More customer stories show the blog's latest other posts, with each post's logo.Default: `On`

HeroGroup · 9 settings

Show breadcrumb	On/off	Home > Case Studies > company name.Default: `On`
Breadcrumb parent	Text	Middle item of the breadcrumb.Default: `Case Studies`
Breadcrumb parent link	Link	Usually your case studies page.
Eyebrow	Text	Small label above the title.Default: `CASE STUDY`
Title	Text	Wrap words in [brackets] to highlight them.Default: `How Bright Digital increased qualified leads by [320% with SaaSFlow]`
Intro	Rich text	Short summary. Also shown while the case study is gated.
Image	Image	Wide photo, about 1200 x 800px. With a video link it becomes the video cover.
Video link	Text	Optional YouTube, Vimeo or .mp4 link. It plays in place.
Video label	Text	Text beside the play button.Default: `Watch customer story (2:36)`

Key resultsRepeater · 5 settings

Stat cards under the hero, repeated in The results.

Value	Text	For example 320%.Default: `0%`
Label	Text	What changed.Default: `Result`
Icon	Choice	A built-in icon, or choose Pick from icon library or Upload my own.Default: `Trend up`
Library icon	Icon	Pick an icon from the library.
Icon image	Image	A square SVG or PNG.

StoryGroup · 14 settings

About heading Text Leave empty to hide the About block.Default: About Bright Digital

About text Rich text Who the customer is.

Challenge heading Text Leave empty to hide the challenge.Default: The challenge

Challenge text Rich text The problem.

Challenge pointsRepeater · 4 settings

Short cards under the challenge text.

Point	Text	One short sentence.Default: `Point`
Icon	Choice	A built-in icon, or choose Pick from icon library or Upload my own.Default: `Layers`
Library icon	Icon	Pick an icon from the library.
Icon image	Image	A square SVG or PNG.

Solution heading Text Leave empty to hide the solution.Default: The solution

Solution text Rich text How they solved it.

Solution pointsRepeater · 4 settings

Short cards under the solution text.

Point	Text	One short sentence.Default: `Point`
Icon	Choice	A built-in icon, or choose Pick from icon library or Upload my own.Default: `Layers`
Library icon	Icon	Pick an icon from the library.
Icon image	Image	A square SVG or PNG.

Results heading Text Leave empty to hide the results.Default: The results

Results text Rich text The outcome. The Key results cards repeat under it.

Quote Text What the customer said. Leave empty to hide the quote.Default: SaaSFlow has completely transformed how we manage and report on our campaigns...

Photo Image Square photo, at least 96 x 96px. Without one, the initials show.

Name Text The person's name.Default: James Carter

Role Text Role and company.Default: CEO, Bright Digital

Company cardGroup · 9 settings

The card at the top of the sidebar.

Logo	Image	Square logo, about 96 x 96px.
Company	Text	Company name.Default: `Bright Digital`
Type	Text	Line under the name.Default: `Marketing Agency`
Industry	Text	Leave empty to hide.Default: `Marketing Agency`
Company size	Text	Leave empty to hide.Default: `50-100 employees`
Headquarters	Text	Leave empty to hide.Default: `New York, USA`
Customer since	Text	Leave empty to hide.Default: `2023`
Website button	Text	Leave empty to hide the button.Default: `Visit website`
Website link	Link	The customer's website.

Sidebar quoteGroup · 4 settings

Quote	Text	What the customer said. Leave empty to hide the quote.Default: `The support team is outstanding. Setup was smooth and we were able to start s...`
Photo	Image	Square photo, at least 96 x 96px. Without one, the initials show.
Name	Text	The person's name.Default: `Priya Sharma`
Role	Text	Role and company.Default: `Head of Marketing, Bright Digital`

Featured resourcesGroup · 2 settings

Heading Text Leave empty to hide the block.Default: Featured resources

ResourcesRepeater · 6 settings

Links in the sidebar. The download file from Gated content can be linked too.

Title	Text	For example Full case study PDF.Default: `Resource`
Note	Text	Small grey text, for example (Download).
Icon	Choice	A built-in icon, or choose Pick from icon library or Upload my own.Default: `Document`
Library icon	Icon	Pick an icon from the library.
Icon image	Image	A square SVG or PNG.
Link	Link	Where it goes.

Related case studiesGroup · 4 settings

Heading Text Leave empty to hide the block.Default: Related case studies

View all text Text Link beside the heading.Default: View all

View all link Link Usually your case studies page.

Case studiesRepeater · 4 settings

Shown in the sidebar.

Logo	Image	Square logo.
Company	Text	Shown as letters when there is no logo.Default: `Company`
Title	Text	Short title.Default: `Case study`
Link	Link	The case study page.

A closer lookGroup · 9 settings

Heading	Text	Leave empty to hide the section.Default: `A closer look at the impact`
Text	Text	Line under the heading.Default: `See how SaaSFlow helped Bright Digital achieve measurable results across key ...`
Chart title	Text	Title of the bar chart.Default: `Qualified leads`
Chart labels	Text	Comma-separated labels along the bottom.Default: `Jan, Feb, Mar, Apr, May, Jun`
Chart values	Text	Comma-separated numbers, one per label. Leave empty to hide the chart.Default: `120, 190, 280, 380, 470, 720`
Badge on the last bar	Text	Leave empty to hide.Default: `+320%`
Image	Image	Photo beside the chart, about 800 x 520px.
Video link	Text	Optional YouTube, Vimeo or .mp4 link.
Video label	Text	Text beside the play button.Default: `See SaaSFlow in action (1:48)`

Key takeawaysGroup · 3 settings

Heading Text Leave empty to hide the section.Default: Key takeaways

Text Text Line under the heading.Default: What made this partnership successful and what other businesses can learn fro...

TakeawaysRepeater · 5 settings

Numbered automatically.

Title	Text	Short title.Default: `Takeaway`
Text	Text	One or two lines.
Icon	Choice	A built-in icon, or choose Pick from icon library or Upload my own.Default: `Layers`
Library icon	Icon	Pick an icon from the library.
Icon image	Image	A square SVG or PNG.

More customer storiesGroup · 4 settings

Heading Text Leave empty to hide the section.Default: Explore more customer stories

View all text Text Link beside the heading.Default: View all case studies

View all link Link Usually your case studies page.

StoriesRepeater · 4 settings

Cards at the bottom.

Logo	Image	Logo, about 160 x 40px.
Company	Text	Shown when there is no logo.Default: `Company`
Title	Text	Short title.Default: `Case study`
Link	Link	The case study page.

Style settings

In the module's Styles tab: layout, color mode, background, fonts, spacing and animation.

Setting Type What it does

Color mode Choice "Same as site" follows Theme settings > Color mode.Options: Same as siteLightDarkDefault: Same as site

Eyebrow style Choice "Same as theme" follows Theme settings > Eyebrow.Options: Same as themePlain textPillGradient badgeDefault: Same as theme

Highlight color Color Color for [bracketed] words in the heading. Leave empty for the theme gradient.

FontsGroup · 2 settings

Heading font	Font	Starts as the theme's heading font. Change it to use another font in this module only.Default: `Outfit`
Text font	Font	Starts as the theme's body font. Change it to use another font in this module only.Default: `Inter`

Transparent background On/off Removes this section's background so the page background shows through. Useful for blending sections together.Default: Off

Background color Color Leave empty to use the theme colors for the current light or dark mode.

Background effectGroup · 6 settings

Show background glow	On/off	Default: `Off`
Intensity	Number	How strong the glow is. 0% hides it.Default: `60`
Flowing movement	On/off	Plays an entrance animation. Visitors who turn off motion on their device don't see it.Default: `On`
Fade out at the top and bottom	On/off	Fades the glow out at the edges so it blends into the next section.Default: `On`
Glow color 1	Color	Leave empty to use the theme primary color.
Glow color 2	Color	Leave empty to use the theme accent color.

SpacingGroup · 4 settings

Leave empty to use the theme section spacing (Theme settings > Layout).

Top padding (desktop)	Number	Space above the content on desktop.
Bottom padding (desktop)	Number	Space below the content on desktop.
Top padding (mobile)	Number	Space above the content on phones.
Bottom padding (mobile)	Number	Space below the content on phones.

Animate when scrolled into view On/off Content fades up as the section comes into view. Visitors who turn off motion on their device see no animation.Default: On

Interface labels

Words on buttons and for screen readers. Change them to translate the module.

Setting	Type	What it does
Breadcrumb home	Text	First breadcrumb item.Default: `Home`
Breadcrumb label	Text	Read by screen readers.Default: `Breadcrumb`
Read link	Text	Link on the story cards.Default: `Read case study`
Industry label	Text	Company card.Default: `Industry`
Size label	Text	Company card.Default: `Company size`
Headquarters label	Text	Company card.Default: `Headquarters`
Customer since label	Text	Company card.Default: `SaaSFlow customer since`
Play button	Text	Read by screen readers.Default: `Play video`
Unlocked message	Text	Shown after the form is sent.Default: `Thanks! The full case study is now available below.`
Load error	Text	Shown if the full case study fails to load after the form is sent.Default: `The case study couldn't be loaded. Please check your connection and try again.`
Try again button	Text	Button under the load error.Default: `Try again`

Tip

Headings support [brackets] to highlight words and | for a new line. See Editing tips.