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How To: Upload A Case Study To Your Publisher Profile

Showcase past campaign results by adding Case Studies directly to your Shopfront Profile

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Written by Avid Admin
Updated over a month ago

Read Time: 3 minutes

Follow the step-by-step instructions below to create and publish a Case Study, helping Advertisers better understand your past performances and capabilities.

  1. Open the Publisher Profile where the Case Study should appear

  2. Click the > button on the relevant Profile

  3. Click the drop down button on your top right-hand corner

  4. Select Manage Case Studies

  5. Click + Create New Case Study

  6. Case Study Setup - Fill in the following fields

    • Published Status: Choose whether the Case Study is ready to go live

      • Only case studies marked as “Published” will be visible to Advertisers

    • Participating Publishers: Select one or more publishing brands that contributed to the campaign

      • All brands within your Workspace will be available in the dropdown

    • Workspace Availability (Optional - Only relevant if you have multiple Workspaces)

      • Select Publisher Workspace Only to restrict visibility to the relevant brand profile

      • Select All to make the Case Study available in all participating marketplaces

    Click "Next"

  7. Campaign Overview - Fill in the following fields

    • Case Study Title

    • Campaign name

    • Participating advertiser/brand(s)

    • Key KPI

    • Brand logos + Hero image

    Click "Next"

  8. Campaign Context - Fill in the following fields

    • Brand challenge and your solution

    • Key KPI

    • Campaign date

  9. Campaign Context - Fill in the following fields

    • Budget range

    • Industry

    • Audience

    • Content Example

  10. Campaign Context

    • Select the relevant Content Formats

    Click "Next"

    💡Tip: Industry, audience and format fields are searchable by Advertisers

  11. Results & Supporting Content

    • Define the primary marketing outcome

    • Add up to 3 additional key results

  12. Results & Supporting Content

    • Upload up to 5 Content Examples, each with up to 3 links

    • (Optional) Upload a supporting PDF deck or external link to a full Case Study

  13. Client Testimonial (Optional)

    • Enter a written testimonial if available

      • This will display directly on your published Case Study

    Then click "Save Changes"

💡 Tip: If the Case Study status is set to Published, the Case Study will instantly be visible on your live Publisher Profile

✅ Next step: Are you completing this as part of the Shopfront Welcome Pack Part 2? If so, when you're ready to proceed, start Step 2: Add Opportunities.

Need more help?

Contact PubSuite Support via the chatbot button located in the lower-right corner of your screen.

Related Articles
How To: Edit or Delete a Case Study in Publisher Profiles
FAQs: Shopfront
Glossary: Shopfront and Profiles
Guide: What Makes A Strong Case Study
Shopfront Welcome Pack Part 2: Case Study and Opportunity Setup
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