Aubrie D'Angelo

#7-case-studies-stories - October 29, 2025 at 04:02 PM

@Lisa Wilberding yes! Happy to connect!

<@U0806J8HHHR> for all assets, no matter the type, we're required to select whether an asset is internal or external (no download) which then sets those rules for that piece of content. We don't set that automatically for case studies because some are internal only and can't be shared at all. A PDF version will return more metrics than a link to a story will. You can still get some reporting from the link (i.e. if it was used in a closed won opportunity) but, the seller won't get the same level of insights, like what section they spent the most time reading. I've used both in the past (PDF and Link). We also always have a PPT version of every case study.

#7-case-studies-stories - October 29, 2025 at 03:05 PM

Customer marketer from Seismic here! I've been managing my customer story program and end-to-end case study creation in Seismic for 5 years now. Happy to walk anyone through some of my best practices. Don't hesitate to reach out to me!

Also, we have content locked down so sellers can't download. Everything is sent from Seismic, which preserves our data and gives our GTM team their own custom insights on what they are sending. The case study content also flows into Salesforce, so sellers can send the content to an open opportunity if they are working in the SFDC environment. And we are tracking not just usage but also revenue influence, helping us showcase our impact to the business.