Design and Configuration

The Oracle Utilities Opower platform allows for product configurations and customizations to meet the needs of each utility. A configuration is a simple change that can be made with no coding required. There are required configurations and optional configurations. A customization is a change that requires more in-depth technical work, design, or coding to alter the appearance or behavior of the product, or to create something new within the product.

This guide only provides a summary of configuration options. Customization options may be available for your program at cost as an Oracle Utilities Opower professional service offering. Ask your Service Delivery Manager how customization options could enhance your program.

Note: If an element is not listed as a configuration, you should assume that it cannot be configured and would require a customization. Contact your Service Delivery Manager if you have questions about this process or would like to make a customization request.

Email Design

The following image shows the standard layout of Email Home Energy Reports, and indicates the primary Email Home Energy Report configuration options. See Configuration Options below for a description of each option.

Email home energy report labeled with configurable elements including utility logo, account number, you color, fuel units, tips, and legal notices

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.

Note: This HTML documentation is for reference only. Your Delivery Team will give you a .pdf or .docx version of the document to capture your inputs. Once submitted to Oracle Utilities, all utility inputs recorded in the configuration guides are final and cannot be modified. Ensure that all configuration inputs are accurate before submitting them.

Configuration Option	Input Value
1. Utility Logo The RGB and CMYK versions of the utility logo as .ai files. Example: UtilityCo_Logo_RGB.ai	Required Provide the utility logo in the Oracle Utilities Opower Platform Configuration Guide.
2. Account Number Format An example of how the customer account number is formatted on the bill. In your example, indicate how many digits should be displayed (in the example below, four digits are displayed). Example: 12-34XX-XXX	Required Provide the account number format in the Oracle Utilities Opower Platform Configuration Guide.
3. Neighbors Terminology "Neighbors" and "Similar Homes" terminology can be replaced in the Home Energy Report experiences. Default: Home Energy Reports v2: By default, "Neighbors" terminology is used. Home Energy Reports v3: By default, "Similar Homes" terminology is used.	Optional Indicate the desired terminology in the Oracle Utilities Opower Platform Configuration Guide.
4. "You" Color Oracle Utilities uses the utility branding guidelines to configure the color that represents the customer ("You") on Email Home Energy Reports. Example: UtilityCo_Branding_Guidelines.pdf	Required Provide the utility branding guidelines in the Oracle Utilities Opower Platform Configuration Guide.
5. Fuel Units The units of measure for the fuel types included in the Neighbor Comparison bar graph. Example: kWh	Required Provide the unit of measure for each fuel type in the Oracle Utilities Opower Platform Configuration Guide.
6. Tip Content Tip content is most commonly provided as part of the Ways to Save module. The Ways to Save module provides customers with a set of personalized energy savings tips. All tip content, including the name of the tip, can be altered. Note that changes to tip content will be seen by all customers. For more information, see Ways to Save. Default: Varies by tip.	Optional Talk to your Service Delivery Manager for tip editing options.
Marketing Module (Not Depicted) Marketing module content, including messages, images, links, and so on, must be provided by the utility. Oracle UtilitiesOpower will coordinate on the design and customer segmentation.	Optional Collaborate with your Oracle Utilities contacts to provide the input required.
7. Legal Language Utilities can add up to 250 characters of legal language to the Email Home Energy Report footer. Default: By default, no legal language is included.	Optional Provide the desired legal language in the Oracle Utilities Opower Platform Configuration Guide.
Email Subject Line (Not Depicted) The email subject line can be altered, but test results have shown that the personalized default subject line results in the highest open rates. Default: The default subject line for the Email Home Energy Report is: “Hi <first name> <last name> - your Home Energy Report is here”.	Optional Choose one of the following: Use the default option. Use the following email subject line:
"From" Address (Not Depicted) The name that appears in the “From” line in all email communications can be altered. Default: By default, the utility name is used as the "From" address.	Optional Indicate the desired "From" address in the Oracle Utilities Opower Platform Configuration Guide.
Personal Tracker Module (Not Depicted) The Personal Tracker module includes a bar chart that compares the customer's energy use in the current billing period to that of previous billing periods. For more information, see Personal Tracker. Default: By default, this module is not included.	Optional Choose one of the following: Use the default option. Include the Personal Tracker module. Your Service Delivery Manager will provide more information about configuring the module.
Pre-Audit Home Profile Module (Not Depicted) The Pre-Audit Home Profile module encourages customers to complete their home profile in the Oracle Utilities web portal. For more information, see Pre-Audit Home Profile. Default: By default, this module is not included.	Optional Choose one of the following: Use the default option. Include the Pre-Audit Home Profile module. Your Service Delivery Manager will provide more information about configuring the module.
Post-Audit Home Profile Module (Not Depicted) The Post-Audit Home Profile module introduces customers to their more personalized Home Energy Report following the completion of their home profile in the Oracle Utilities web portal. For more information, see Post-Audit Home Profile. Default: By default, this module is not included.	Optional Choose one of the following: Use the default option. Include the Post-Audit Home Profile module. Your Service Delivery Manager will provide more information about configuring the module.
Heating Neighbor Comparison Module (Not Depicted) The Heating Neighbor Comparison module shows the customer's estimated heating usage from last winter compared to that of their "Efficient Neighbors" and "Average Neighbors." The purpose of this module is to encourage energy efficiency behavior leading up to and during the winter season. For more information, see Heating Neighbor Comparison. Default: By default, this module is not included.	Optional Choose one of the following: Use the default option. Include the Heating Neighbor Comparison module. Your Service Delivery Manager will provide more information about configuring the module.
Heating Analysis Pie Chart Module (Not Depicted) The Heating Analysis Pie Chart displays the customer's estimated heating-related energy consumption from last season as a percentage of their total energy consumption. For more information, see Heating Analysis Pie Chart. Default: By default, this module is not included.	Optional Choose one of the following: Use the default option. Include the Heating Analysis Pie Chart module. Your Service Delivery Manager will provide more information about configuring the module.
Daily Peak Module (Not Depicted) The Daily Peak module displays a customer's average daily peak usage for the last month, so that customers can see which hours of the day they are using the most energy. For more information, see Daily Peak. Default: By default, this module is not included.	Optional Choose one of the following: Use the default option. Include the Daily Peak module. Your Service Delivery Manager will provide more information about configuring the module.
Time of Use Daily Peak Module (Not Depicted) The Time of Use Daily Peak module displays a customer's peak and off-peak usage during weekdays and weekends. This module is designed to educate utility customers about their Time of Use (TOU) rate plan and to encourage them to shift energy use to off-peak hours. This module should be used in place of the Daily Peak module for customers with an electric TOU rate plan. For more information, see Time of Use Daily Peak. Default: By default, this module is not included.	Optional Choose one of the following: Use the default option. Include the Time of Use Daily Peak module. Your Service Delivery Manager will provide more information about configuring the module.
Customer Feedback Module (Not Depicted) The Customer Feedback module is an optional module that can be included to solicit feedback about the Email Home Energy Report. For more information, see Customer Feedback. Default: By default, this module is not included.	Optional Choose one of the following: Use the default option. Include the Use Feedback module. Your Service Delivery Manager will provide more information about configuring the module.
Disaggregation Module (Not Depicted) The Disaggregation module displays an estimated breakdown of a customer's energy use in recognizable categories, such as heating, cooling, and lighting. For more information, see Disaggregation. Default: By default, this module is not included.	Optional Choose one of the following: Use the default option. Include the Disaggregation module. Your Service Delivery Manager will provide more information about configuring the module.
Disaggregation Promotion Module (Not Depicted) The Disaggregation Promotion module leverages appliance detection and disaggregation insights to provide the customer with a deeper understanding of their home energy use, and how they can benefit from taking advantage of specific programs or devices. Default: By default, this module is not included.	Optional Choose one of the following: Use the default option. Include the Time of Use Daily Peak module. Your Service Delivery Manager will provide more information about configuring the module.
Disaggregation Promotion Module (Not Depicted) The Dissagregation Promotion module provides the customer with a deeper understanding of how their home energy use and how they can benefit from taking advantage of specific programs and devices.	Optional Choose one of the following: Use the default option. Include the Disaggregation Promotion module. Your Service Delivery Manager will provide more information about configuring the module.
Target Rank Graph Module (Not Depicted) The Target Rank Graph module is designed to encourage consistently high users to improve their target ranking by showing customers how their energy use is ranked compared to 100 of their similar neighbors. For more information, see Target Rank Graph. Note: This module is only available as part of the Target Rank Edition. Default: By default, this module is not included.	Optional Choose one of the following: Use the default option. Include the Target Rank Graph module. Your Service Delivery Manager will provide more information about configuring the module.
Target Rank Insight Module (Not Depicted) The Target Rank Insight is designed to inform the customer of their current rank as compared to other customer homes, and encourage them to continue to improve their rank by using less energy. Note: This module is only available as part of the Target Rank Edition. Default: By default, this module is not included.	Optional Choose one of the following: Use the default option. Include the Target Rank Insight module. Your Service Delivery Manager will provide more information about configuring the module.
Seasonal Myths Tip (Not Depicted) The Seasonal Myths Tip module presents the customer with seasonally relevant myths and facts that educate them about the best way to save energy while maintaining comfort. For more information, see Seasonal Myths Tip. Default: By default, this module is not included.	Optional Choose one of the following: Use the default option. Include the Seasonal Myths module. Your Service Delivery Manager will provide more information about configuring the module.
Context-Aware Tips (Not Depicted) The Context-Aware Tips module helps a customer understand why they are bring presented with a specific tip on their report. For more information, see Context-Aware Tips. Default: By default, this module is not included.	Required Choose one of the following: Use the Context-Aware Tips module Use the Ways to Save module

Configuration Option

Input Value

1. Utility Logo

The RGB and CMYK versions of the utility logo as .ai files.

Example: UtilityCo_Logo_RGB.ai

Required

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

2. Account Number Format

An example of how the customer account number is formatted on the bill. In your example, indicate how many digits should be displayed (in the example below, four digits are displayed).

Example: 12-34XX-XXX

Required

Provide the account number format in the Oracle Utilities Opower Platform Configuration Guide.

3. Neighbors Terminology

"Neighbors" and "Similar Homes" terminology can be replaced in the Home Energy Report experiences.

Default:

Home Energy Reports v2: By default, "Neighbors" terminology is used.
Home Energy Reports v3: By default, "Similar Homes" terminology is used.

Optional

Indicate the desired terminology in the Oracle Utilities Opower Platform Configuration Guide.

4. "You" Color

Oracle Utilities uses the utility branding guidelines to configure the color that represents the customer ("You") on Email Home Energy Reports.

Example: UtilityCo_Branding_Guidelines.pdf

Required

Provide the utility branding guidelines in the Oracle Utilities Opower Platform Configuration Guide.

5. Fuel Units

The units of measure for the fuel types included in the Neighbor Comparison bar graph.

Example: kWh

Required

Provide the unit of measure for each fuel type in the Oracle Utilities Opower Platform Configuration Guide.

6. Tip Content

Tip content is most commonly provided as part of the Ways to Save module. The Ways to Save module provides customers with a set of personalized energy savings tips. All tip content, including the name of the tip, can be altered. Note that changes to tip content will be seen by all customers. For more information, see Ways to Save.

Default: Varies by tip.

Optional

Talk to your Service Delivery Manager for tip editing options.

Marketing Module (Not Depicted)

Marketing module content, including messages, images, links, and so on, must be provided by the utility. Oracle UtilitiesOpower will coordinate on the design and customer segmentation.

Optional

Collaborate with your Oracle Utilities contacts to provide the input required.

7. Legal Language

Utilities can add up to 250 characters of legal language to the Email Home Energy Report footer.

Default: By default, no legal language is included.

Optional

Provide the desired legal language in the Oracle Utilities Opower Platform Configuration Guide.

Email Subject Line (Not Depicted)

The email subject line can be altered, but test results have shown that the personalized default subject line results in the highest open rates.

Default: The default subject line for the Email Home Energy Report is: “Hi <first name> <last name> - your Home Energy Report is here”.

Optional

Choose one of the following:

Use the default option.

Use the following email subject line:

"From" Address (Not Depicted)

The name that appears in the “From” line in all email communications can be altered.

Default: By default, the utility name is used as the "From" address.

Optional

Indicate the desired "From" address in the Oracle Utilities Opower Platform Configuration Guide.

Personal Tracker Module (Not Depicted)

The Personal Tracker module includes a bar chart that compares the customer's energy use in the current billing period to that of previous billing periods. For more information, see Personal Tracker.

Default: By default, this module is not included.

Optional

Choose one of the following:

Use the default option.

Include the Personal Tracker module. Your Service Delivery Manager will provide more information about configuring the module.

Pre-Audit Home Profile Module (Not Depicted)

The Pre-Audit Home Profile module encourages customers to complete their home profile in the Oracle Utilities web portal. For more information, see Pre-Audit Home Profile.

Default: By default, this module is not included.

Optional

Choose one of the following:

Use the default option.

Include the Pre-Audit Home Profile module. Your Service Delivery Manager will provide more information about configuring the module.

Post-Audit Home Profile Module (Not Depicted)

The Post-Audit Home Profile module introduces customers to their more personalized Home Energy Report following the completion of their home profile in the Oracle Utilities web portal. For more information, see Post-Audit Home Profile.

Default: By default, this module is not included.

Optional

Choose one of the following:

Use the default option.

Include the Post-Audit Home Profile module. Your Service Delivery Manager will provide more information about configuring the module.

Heating Neighbor Comparison Module (Not Depicted)

The Heating Neighbor Comparison module shows the customer's estimated heating usage from last winter compared to that of their "Efficient Neighbors" and "Average Neighbors." The purpose of this module is to encourage energy efficiency behavior leading up to and during the winter season. For more information, see Heating Neighbor Comparison.

Default: By default, this module is not included.

Optional

Choose one of the following:

Use the default option.

Include the Heating Neighbor Comparison module. Your Service Delivery Manager will provide more information about configuring the module.

Heating Analysis Pie Chart Module (Not Depicted)

The Heating Analysis Pie Chart displays the customer's estimated heating-related energy consumption from last season as a percentage of their total energy consumption. For more information, see Heating Analysis Pie Chart.

Default: By default, this module is not included.

Optional

Choose one of the following:

Use the default option.

Include the Heating Analysis Pie Chart module. Your Service Delivery Manager will provide more information about configuring the module.

Daily Peak Module (Not Depicted)

The Daily Peak module displays a customer's average daily peak usage for the last month, so that customers can see which hours of the day they are using the most energy. For more information, see Daily Peak.

Default: By default, this module is not included.

Optional

Choose one of the following:

Use the default option.

Include the Daily Peak module. Your Service Delivery Manager will provide more information about configuring the module.

Time of Use Daily Peak Module (Not Depicted)

The Time of Use Daily Peak module displays a customer's peak and off-peak usage during weekdays and weekends. This module is designed to educate utility customers about their Time of Use (TOU) rate plan and to encourage them to shift energy use to off-peak hours.

This module should be used in place of the Daily Peak module for customers with an electric TOU rate plan.

For more information, see Time of Use Daily Peak.

Default: By default, this module is not included.

Optional

Choose one of the following:

Use the default option.

Include the Time of Use Daily Peak module. Your Service Delivery Manager will provide more information about configuring the module.

Customer Feedback Module (Not Depicted)

The Customer Feedback module is an optional module that can be included to solicit feedback about the Email Home Energy Report. For more information, see Customer Feedback.

Default: By default, this module is not included.

Optional

Choose one of the following:

Use the default option.

Include the Use Feedback module. Your Service Delivery Manager will provide more information about configuring the module.

Disaggregation Module (Not Depicted)

The Disaggregation module displays an estimated breakdown of a customer's energy use in recognizable categories, such as heating, cooling, and lighting. For more information, see Disaggregation.

Default: By default, this module is not included.

Optional

Choose one of the following:

Use the default option.

Include the Disaggregation module. Your Service Delivery Manager will provide more information about configuring the module.

Disaggregation Promotion Module (Not Depicted)

The Disaggregation Promotion module leverages appliance detection and disaggregation insights to provide the customer with a deeper understanding of their home energy use, and how they can benefit from taking advantage of specific programs or devices.

Default: By default, this module is not included.

Optional

Choose one of the following:

Use the default option.

Include the Time of Use Daily Peak module. Your Service Delivery Manager will provide more information about configuring the module.

Disaggregation Promotion Module (Not Depicted)

The Dissagregation Promotion module provides the customer with a deeper understanding of how their home energy use and how they can benefit from taking advantage of specific programs and devices.

Optional

Choose one of the following:

Use the default option.

Include the Disaggregation Promotion module. Your Service Delivery Manager will provide more information about configuring the module.

Target Rank Graph Module (Not Depicted)

The Target Rank Graph module is designed to encourage consistently high users to improve their target ranking by showing customers how their energy use is ranked compared to 100 of their similar neighbors. For more information, see Target Rank Graph.

Note: This module is only available as part of the Target Rank Edition.

Default: By default, this module is not included.

Optional

Choose one of the following:

Use the default option.

Include the Target Rank Graph module. Your Service Delivery Manager will provide more information about configuring the module.

Target Rank Insight Module (Not Depicted)

The Target Rank Insight is designed to inform the customer of their current rank as compared to other customer homes, and encourage them to continue to improve their rank by using less energy.

Note: This module is only available as part of the Target Rank Edition.

Default: By default, this module is not included.

Optional

Choose one of the following:

Use the default option.

Include the Target Rank Insight module. Your Service Delivery Manager will provide more information about configuring the module.

Seasonal Myths Tip (Not Depicted)

The Seasonal Myths Tip module presents the customer with seasonally relevant myths and facts that educate them about the best way to save energy while maintaining comfort. For more information, see Seasonal Myths Tip.

Default: By default, this module is not included.

Optional

Choose one of the following:

Use the default option.

Include the Seasonal Myths module. Your Service Delivery Manager will provide more information about configuring the module.

Context-Aware Tips (Not Depicted)

The Context-Aware Tips module helps a customer understand why they are bring presented with a specific tip on their report. For more information, see Context-Aware Tips.

Default: By default, this module is not included.

Required

Choose one of the following:

Use the Context-Aware Tips module

Use the Ways to Save module