Savings Hub Survey

The Savings Hub Survey presents the customer with a series of questions about the customer's home and finances, and then uses the customer's answers to determine their eligibility for assistance programs.

A customer can follow several paths to reach the survey. The path taken depends on how the survey is promoted and the utility's setup and implementation. Below are some examples of common pathways.

Email Promotion: If the customer accesses the Savings Hub from a marketing module promotion in their Email Home Energy Report or Home Energy Report, they bypass the Savings Hub Pre-Survey and are redirected to the first question of the Savings Hub Survey.
Web Portal: If customers access the survey for the first time, or if they previously started their survey but never completed it, they are directed to the Affordability Survey after they complete the Savings Hub Pre-Survey.
Utility's Website: If customers visit their utility's website, sign in to their account, and navigate to the survey by browsing the available links, they are directed to the Affordability Survey after they complete the Savings Hub Pre-Survey.
Through the utility’s website, customers can also have unauthenticated access to the Savings Hub page, where they get the option to either log in before taking the survey, or to take the survey without authenticating.
External Link (Unauthenticated Access): Customers can use an external link provided by their utility to access and complete their Savings Hub Survey without logging in. In such case, the results page prompts them to either log in, or continue viewing their results without authentication. If the customer logs in, they are redirected to a results page with a notification that confirms that the login was successful.

Design

The survey includes five required questions and one optional question:

Do you rent or own your home?
How many people live in your home?
What programs are you currently enrolled in?
What is your annual household income before taxes?
Are there members of your household who fit in any of these categories?
(Optional) Do any of these crisis situations currently apply to your household?

Configuration Options

For each element listed in the table, indicate the desired configuration in the Input Value column. If you do not provide an input for optional configurations, the default will be used.

Configuration Option	Input Value
Question 3: What programs are you currently enrolled in? Utilities must customize the listed programs to include a maximum of seven main programs and twelve "other programs." Default: N/A.	Required Contact Your Delivery Team about customizing this element.
Question 5: Are there members of your household who fit in any of these categories? The requirements to receive priority status or qualify for low income assistance programs vary from state to state. Utilities must work with their Delivery team to create a list of categories and customize the details text. Default: N/A.	Required Contact Your Delivery Team about customizing this element.
Question 6: Do any of these crisis situations currently apply to your household? Requirements to qualify for crisis funding varies by state. for low income assistance programs vary from state to state. Utilities must work with their Delivery team to create a list of qualifying crisis situations. Default: N/A.	Required Contact Your Delivery Team about customizing this element.

Configuration Option

Input Value

Question 3: What programs are you currently enrolled in?

Utilities must customize the listed programs to include a maximum of seven main programs and twelve "other programs."

Default: N/A.

Required

Contact Your Delivery Team about customizing this element.

Question 5: Are there members of your household who fit in any of these categories?

The requirements to receive priority status or qualify for low income assistance programs vary from state to state. Utilities must work with their Delivery team to create a list of categories and customize the details text.

Default: N/A.

Required

Contact Your Delivery Team about customizing this element.

Question 6: Do any of these crisis situations currently apply to your household?

Requirements to qualify for crisis funding varies by state. for low income assistance programs vary from state to state. Utilities must work with their Delivery team to create a list of qualifying crisis situations.

Default: N/A.

Required

Contact Your Delivery Team about customizing this element.

User Experience Variations

The user experience varies for customers depending upon their service types, available data, costs, and locale. Note that the following list indicates the primary user experience variations, not all possible variations.

Data Retrieval Error

All elements on the page are data-dependent. If an error in this page results in a data retrieval failure, customers see a message telling them that something went wrong. The message encourages them to try again or refresh the page.

Last Question in the Survey

If there are only five questions in a survey, the Next button of the last question is replaced with a Submit button. Once the customer clicks Submit, they are directed to the Savings Hub Program Results page.