Subject Line, Header, and Footer

The subject line and header are used to engage the customer and brand the communication. The footer provides customers with links to manage preferences and unsubscribe from the email channel. It also contains the utility address, necessary legal text, and optional app download and social media links. The user experience varies by report type.

Appears in: All report types.

On this page:

Requirements

Utility Requirements

Category

Description

Required Cloud Service

Energy Efficiency

Scale

Not applicable.

Customer Requirements

Category

Description

Billing Frequency

Not applicable.

Data Delivery Frequency

Not applicable.

Data Requirements

Not applicable

Data History

Data History: For the Promotion Report Header, a minimum of six bills is required for non-AMI customers, and a minimum of 60 days of AMI reads is required for AMI customers.

Data Coverage

Not applicable.

Supported Fuels

Not applicable.

Back to Top

User Experience

This section describes the user experiences for the various report types.

Subject Line

The subject line is designed by Oracle Utilities to engage customers. All subject lines include a customer’s name, as our research has shown that including the customer's name results in a higher open rate.

Annual Report: The default subject line is designed to shift the customer's focus to their energy use over the last calendar year. "[first name, last name], here’s your [YYYY] Energy Lookback"

Electric Vehicle Report: Utilities have the choice of using a standard default subject line each time "[ first name, last name] Your Home Energy Report is here."

Limited Income Report: The subject line varies by report type:

  • Limited Income Welcome Report: "[first name], check out your new Home Energy Report"
  • Limited Income Progress Report: Utilities have the choice of using a standard default subject line each time "[ first name, last name] Your Home Energy Report is here" or choosing dynamic subject lines that vary based on customer state.

Peak Focused Report: The default subject lines are designed to acknowledge the time of use plan experience. The subject line varies by report type:

  • Peak Focused Welcome Report: "[first name], check out the new Home Energy Report"
  • Peak Focused Progress Report: "[ first name, last name] Your Home Energy Report is here"

Progress Report: Utilities have the choice of using a standard default subject line each time "[ first name, last name] Your Home Energy Report is here" or choosing a dynamic subject lines that vary based on customer state.

Promotional Report: The subject line varies by disaggregation category. For example, it may show the customer's name and ask how much they are spending on a disaggregation category such as heating, cooling, or appliances.

Seasonal Report: The default subject line is designed to shift the customer's focus to seasonal energy efficiency. "Hi [ first name, last name], see how much energy you used last [winter/summer]"

Solar Report: The Solar Report includes a static subject line that emphasizes that the customer is part of a solar report experience. The subject line varies by report type:

  • Solar Welcome Report: "Hi [first name] your Home Energy Report for solar households is here"
  • Solar Progress Report: "Hi [first name], your Home Energy Report is here"

Time of Use Report: The default subject lines are designed to acknowledge the time of use plan experience. The subject line varies by report type:

  • Time of Use Welcome Report: "[first name], check out the new Home Energy Report"
  • Time of Use Progress Report: "[ first name, last name] Your Home Energy Report is here"

Welcome Report: "[first name], check out your new Home Energy Report"

Back to Top

The report headers are distinct and appear at the top of each communication. The header of the Promotion Report header highlights three end-uses in the customer's home where their use is the highest or they may benefit from making behavioral changes and taking advantage of a utility-offered promotion. The rest of the reports provide colorful introductions to the report.

Appears in: All report types.

Annual Report

This image is an example of the Annual Report header.

Image of a Annual Report header

Back to Top

Electric Vehicle Report

This image is an example of the Electric Vehicle Report header for an existing customer.

Back to Top

Limited Income Report

The Limited Income Report educates limited income customers about ways to be more energy efficient and presents opportunities for them to reduce their immediate and future bills. There are two types of LMI Reports and corresponding headers:

Back to Top

Peak Focused Report

This image is an example of the Peak Focused Report header for an existing customer.

Peak Focus Progrss Report Header

Back to Top

Progress Report

This image is an example of the header for the Progress Report, Limited Income Progress Report, and Time of Use Progress Report.

Image of a Progress Report  header

Back to Top

Promotion Report

This image is an example of the Promotion Report header.

Image of a Promotion Report  header

Back to Top

Seasonal Report

These images are examples of the Seasonal Report headers.

Winter Seasonal Report Summer Seasonal Report
Image of a winter seasonal report Image of a summer seasonal report

Back to Top

Solar Report

This image is an example of the Solar Report header.

Image of a the Solar Report header

Back to Top

Time of Use Report

The Time of Use Report provides customers on a Time of Use energy plan with a report experience that is focused on overall energy savings and rate education. There are two types of Time of Use Reports and corresponding headers:

Back to Top

Welcome Report

This image is an example of the header for the Welcome Report, Limited Income Welcome Report, and Time of Use Welcome Report header.

Image of a Welcome Report, Limited Income Welcome Report, and Time of Use Welcome Report header

Back to Top

The footer is included at the bottom of every report and includes components that provide more context about the report, such as the utility's contact information and legal disclaimers.

This image is an example of the Footer module.

Image of a Footer module

User Experience Variations

The user experience of the feature may vary for customers and utilities depending on their service types (gas, electricity, dual fuel, and so on), available data, costs, locale, and other factors. For more information, see Introduction Modules description in the Oracle Utilities Opower Energy Efficiency Cloud Service Overview and go to the User Experience Variations section.

Back to Top

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

Utility Logo

The RGB version of the utility logo as an .ai file. Oracle Utilities Opower will configure the logos appropriately for the communication.

Example: UtilityCo_Logo_RGB.ai

Required

Provide the utility logo in the Oracle Utilities Opower Platform Configuration Guide.

Email Subject Line (Not Depicted)

Clients can choose between a static (default) or dynamic subject line in the Progress Report. The promotional report uses a disaggregation-based subject line.

Default:

Progress Report: "[ first name, last name] Your Home Energy Report is here"

Promotional Report: The subject line varies by disaggregation category. Contact your Delivery Team about subject line options.

Welcome Report: "[first name], check out your new Home Energy Report"

Limited Income Report: The subject line varies by report type:

  • Limited Income Welcome Report:"[first name], check out your new Home Energy Report"
  • Limited Income Progress Report: "[first name, last name] Your Home Energy Report is here"

Seasonal Report: "Hi [first name, last name], see how much energy you used last [winter/summer]"

Time of Use Report: The subject line varies by report type:

  • Time of Use Welcome Report: "[first name], check out the new Home Energy Report" alerts the customer to a new report experience.
  • Time of Use Progress Report: "[ first name, last name] Your Home Energy Report is here."

Annual Report: "[first name, last name], here’s your [YYYY] Energy Lookback"

Solar Report: The subject line varies by report type:

  • Solar Welcome Report: "Hi [first name] your Home Energy Report for solar households is here"

  • Solar Progress Report: "Hi [first name], your Home Energy Report is here"

Electric Vehicle Report: Utilities have the choice of using a standard default subject line each time "[ first name, last name] Your Home Energy Report is here"

Optional

Choose one of the following:

  • Use the default.
  • Provide alternate configuration.

Preference Prompt

A link to the Energy Efficiency Web Portal page or utility preferences page where a customer can edit their report preferences.

Default: Manage Preferences

Optional

Choose one of the following:

  • Use the default prompt.
  • Provide alternate configuration.

Preference URL

Default: UtilityCo.com/preferences

Optional

Choose one of the following:

  • Use the default URL.
  • Provide alternate configuration.

Unsubscribe Prompt

A link to a page where customers can unsubscribe from Email Home Energy Reports v3

Default: Unsubscribe

Optional

Choose one of the following:

  • Use the default prompt.
  • Provide alternate configuration.

Unsubscribe URL

Default: UtilityCo.com/unsubscribe

Optional

Choose one of the following:

  • Use the default URL.
  • Provide alternate configuration.

Back to Top