Describe the stories and review criteria. Makeform builds a case study submission form for challenges, solutions, outcomes, evidence, contacts, and publishing preferences.
Route submissions to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose an example, adapt its review criteria, or send it to the Makeform builder. The fields are a planning preview.
Audience
Customers sharing results with marketers
Format
Guided narrative with metrics and approval
Prompt size
287 chars
Example form structure
Guided narrative with metrics and approval
Contributor and company details
Challenge, solution, and implementation
Measured outcomes and timeframe
Upload supporting evidence
Publication and attribution preferences
Suggested routing tags
Ready for review
Evidence needed
Permission pending
Ask contributors to separate measured results from estimates and provide a source or attachment for every headline outcome.
Step 1
Collect
context, narrative, outcomes, and assets
Step 2
Qualify
required evidence and permissions checked
Step 3
Review
editors compare complete submissions
Step 4
Publish
approved stories move into production
Better source material
Email pitches often omit outcomes, evidence, or permissions. A structured intake asks for each piece at the source.
Separate prompts for situation, action, and outcome keep the story coherent and scannable.
Gather the metric, baseline, result, timeframe, and source together.
Record attribution, contacts, asset credits, and follow-up availability before review.
Built for each program
Start with the closest scenario, then apply your questions, criteria, and routing labels.
Capture the story, value, quote, contacts, and brand approval preferences.
Collect presenter details, learning outcomes, tracks, disclosures, and evidence.
Standardize pitches, sources, image credits, biographies, and disclosures.
Document project choices, results, lessons, assets, visibility, and owners.
Submission workflow
Generate the intake, apply acceptance criteria, and give reviewers consistent records.
Define who may submit, what fits, what reviewers score, and what proof is required.
Add word limits, track choices, visibility options, and conditional follow-ups.
Share a public link or embed the form on your submissions page.
Send entries to reviewers, label status, and request clarification.
Form vs email vs document
An online form gives editors comparable fields, attachments, and predictable handoffs.
Field guide
A useful form gathers enough detail to assess the case without asking contributors to write the finished article. These six sections create a clean editorial handoff.
Contributor
Collect the submitter's role, organization, relationship to the case, and contacts authorized to answer follow-ups.
Narrative
Ask what happened before, why the team chose its approach, what it implemented, and what changed.
Outcomes
Request a baseline, period, scope, and source. Let contributors label results as measured, estimated, or qualitative.
Evidence
Accept files or source links and ask which statement each supports. Collect captions and credits at upload time.
Permissions
Ask how names, quotes, logos, figures, and assets may be used or attributed. Confirm final permissions in your editorial process.
Review routing
Topic, sector, region, audience, format, and availability route entries before an editor reads the full story.
Related tools
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Open toolInvite shorter customer stories, quotable feedback, and attribution preferences.
Open toolGather concise proposals, topics, authors, and reviewer-ready summaries.
Open toolStandardize contributed article pitches, biographies, links, and files.
Open toolGive reviewers consistent criteria for scoring complete submissions.
Open toolCollect presenter profiles, session ideas, audiences, and learning outcomes.
Open toolFAQ
Answers for teams planning a call for case studies.
It is an online intake for proposing a real example for review or publication. It collects contributor details, situation, approach, results, evidence, assets, disclosures, and permission preferences.
Include contributor details, summary, challenge, approach, outcomes, timeframe, evidence, files, contacts, topic labels, prior publication, disclosures, and publishing preferences. Add your own acceptance criteria.
Request the baseline, result, unit, timeframe, scope, method, and source. Distinguish measurements from estimates and qualitative observations, then review what needs checking before publication.
Yes. Add uploads for reports, screenshots, charts, photographs, or biographies. Ask for a caption, owner, credit, and the claim each file supports.
Add visibility choices and conditional fields for anonymity, redaction, or restricted review. Explain your handling process, avoid collecting unneeded sensitive material, and name a contact for questions.
Collect topic, sector, audience, region, format, and availability. Route submissions to your inbox or workflow, then apply consistent review-status labels.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect submissions without a response cap. A paid tier is available only to remove the Makeform badge.
Ask about attribution, anonymity, editing, quotes, logos, figures, asset credits, and final approvers. Use your own editorial permission process before publishing.
Make every case easier to assess.
