Determine Which Combinations Can Be Grouped Under A Package

Now you determine which combinations of service agreements can be offered to a customer as a package. In our example campaign, a customer can only choose one type of service agreement (i.e., each entry in our table is mutually exclusive). This means that each entry is a separate package:

Package

SA Type

Start Option

SP Type

Algorithm

1

E-RES

Senior

E-RES

STRM-VT (Switch Option)

2

E-RES

Single-Elec Heat

E-RES

STRM-VT (Switch Option)

3

E-RES

Single-Gas Heat

E-RES

STRM-VT (Switch Option)

4

E-RES

Multi-Family

E-RES

STRM-VT (Switch Option)

Fastpath:

Refer to Packages Limited By Current State Of Service for an example of a package that has multiple service agreements.