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How to Create A Case Study in WordPress Sites

How to Create A Case Study in WordPress Sites

No matter you are running a business site, online store or simply a personal blog site, you must want to give your website visitors the enough confidence on the quality of your web contents, products and services. After all, a good online reputation directly influences your daily traffic and the income generation. In this case, most of you may choose to open the comment section or to showcase the testimonials in a rotating manner, with which your first-time readers can know how great and reliable your website is by reading the positive feedbacks available in these two fields. Today, we’d like to introduce another effective way – display the case study in WordPress site.

Actually, the case study is similar to the reviews, feedbacks and testimonials, but the difference is that this option is more concise, going into the deeper insights of how people regard your offerings. In addition, the case study is generally the real-world story of your previous readers, customers or clients, so it can be more convincing and hold the trust in the mind of your current or future visitors.

Due to the great result that can be achieved by this option, here, we’d like to tell you something about the case study and introduce how to create a case study in WordPress sites.

How to Write Down the Case Study Effectively

It is easy to understand what the case study is, along with what benefits it can bring to your site. Now, the question is how to write it down to get the best results. Here, we’d like to share some tips about this aspect.

It is possible that you are a newbie who hasn’t showcased the case study on your site previously. If so, you can choose to hire some marketing writers who have the rich experiences and knowledge for this storytelling task.

However, if you want to come out the words on your own, you can start an interview for your current site visitors and ask them the following questions.

  • What do you want to get and accomplish before accessing our site?
  • Why you choose our site/product/service?
  • How can our offerings or contents attract you?
  • How do you leverage our offerings?
  • What your problems and issues are?
  • How does our site achieve your aim? Have you resolved your issue with our site? If yes, how?
  • What are the end results for you to access our website?

Now, after collecting all the answers, you can regard them as the sources of your storytelling, and then, write down the words in an interesting tone. Personally speaking, this is not a simple task for newcomers, so we recommend you to check your successful peer blogs for learning the writing style of the truly effective case study.

Case Study

How to Create a Case Study in WordPress Sites

After coming out the effective case study, now, you need to display the story on your website. Actually, there are a lot of WordPress templates now have already integrated the function of the case study. In this case, if your current theme has this kind of feature, you can leverage it directly for the showcase of these great words.

However, if your template does not allow this feature, you can use the SVG Case Study plugin. This is a simple tool that offers the easy way to showcase the case studies on your site. With it, you can not only display the stories, but also add the images and define the issues/resolutions achieved for your visitors.

Start Creating the Case Study

After installing it on your WordPress site, you firstly can click the Case Studies button and enter its settings page. Here, you can optionally upload some default images for the banner, list and slider of your case study. The image formats include PNG, SVG, GIF and JPG. Even, you can enter the default heading words for the description of the case study.

Personally, we do not recommend you to enter the default images and the fields for the headings. Instead, you’d better add the variations for each case study.

Next, you can click the Add Case Study button for the creation of the case study. Here, you firstly need to give it a name, and then, finish the case study details as below.

To begin with, you can upload the new images or remain the default images for case study banner and list, along with adding some words for the short description of the case study.

Case Study Details

Next, you can enter the details for the case study in the two heading sections.

Case Study Heading Details

Actually, you can stop in this step, and your case study can be presented using plain words only. However, this plugin also allows you to customize and to further explain your storytelling by adding the slider images. Here, you can choose to showcase the image slider with or without the thumbnail, and enter the image link, title and description optionally.

Case Study Slider Image

Publish the Case Study

Now, you can publish your case study and record the ID in case of the later usage. Note that the ID can be found from the browser address bar.

Case Study ID

Next, you need to open a new page and name it as something like “Case Studies” and “Real Stories”. And then, you can enter the default shortcode to display your case studies properly. If you want to arouse people’s attention about it, you’d better put this page on your main navigation bar.

Case Study Shortcode

Note that the first shortcode is used to display a single case study. You can check this real example to know how it will be showcased. This example contains the slider images.

Single Case Study

The second shortcode is used to showcase all your case studies in a listing manner. People can put their mouse on each image to know the title and the short description of the story, and then, hit on the image to know the details. In this case, when creating the case study, you need to pay attention to its title, list image and the short description.

Case Study List

If you want to display the case study on your homepage, the footer section or any other fixed location on your site, you can also use the below code into your template file.

Case Study PHP Code


Susan Rose is a freelance writer who has a deep knowledge about WordPress. She loves everything related to website building since the freshman year at Christopher Newport University, and loves to share her experience with people all over all the world. In the daily life, Susan loves detective novels as it can train her logical thinking and creativity.