Managing Weekly Energy Update Preferences

In the CSI, you have various options to manage communication preferences for your customers. Some options may be hidden depending on which products are provided by your utility. You may also see a message explaining that no communications for a specific type of product are available for a given customer account. Moreover, in some cases, you may be able to manage properties for products the customer is ineligible to receive.

To manage preferences:

  1. Sign in to the Customer Service Interface.
  2. Find and open the customer's account.
  3. In the Actions area, select Manage Communication Preferences.
  4. Perform one or more of the following actions:
    5. Action Steps

    Update contact information

    Click the Edit contact info link next to the recipient you want to update, and update the relevant contact information.

    If your utility is using single sign-on (SSO), the option to edit the email address is not available. In this case, you must instruct the customer to update their email address using the account setting options that your utility provides to customers.

    Add a new recipient

    Click Create new recipient and enter the contact information. A customer can add up to 10 additional recipients. Each recipient must have a name and at least one communication type.

    Note: When contact information is added or updated, basic validation is used to ensure that the phone number and email address resemble real values. However, these values are not automatically tested or verified, so it is possible to enter incorrect or inaccurate information, even if it looks correct.

    Remove a recipient

    Click Details next to the recipient you want to remove to display the additional contact information, then click DELETE CONTACT. Any recipient other than the primary recipient can be removed.

    Update communication channels

    In the Weekly energy updates area, update the Email preference. The Weekly energy updates area is hidden from customers that do not have AMI data.

    Add a communication to a recipient

    After you have added a recipient, you can then select the communications and alerts they receive. Click Details next to the appropriate recipient to display the additional details. Then, select the check boxes next to each communication you want the recipient to receive.

    Note: If a recipient is added for a communication that they are not eligible to receive, then the recipient will not receive it. However, the communication will remain selected in the settings. The eligibility requirements for each communication vary by utility. If you need eligibility details, ask your supervisor or contact My Oracle Support.

    Opt a customer out

    In the Weekly energy updates area, clear the Email checkbox.

    Customers can also unsubscribe from the header or footer of email alerts directly.