Home Profile
The Home Profile highlights the customer's progress and reminds them of the impact of completing the survey on their report insights. The module includes a list of known and unknown home attributes, a percent complete wheel which displays how much of the customer's Home Energy Analysis that is complete, and a QR code that links to the Home Energy Analysis. The module is available as a replacement for the Explainer module in any non-first send report experience.
Appears in: Optional replacement for the Explainer module in any non-welcome version of the report experience.
On this page:
Requirements
Utility Requirements
|
Category |
Description |
|---|---|
|
Required Cloud Service |
Oracle Utilities Opower Energy Efficiency Cloud Service |
|
Scale |
Not applicable. |
Customer Requirements
|
Category |
Description |
|---|---|
|
Billing Frequency |
Monthly, bi-monthly, or quarterly. |
|
Data Delivery Frequency |
Daily, monthly, bi-monthly, or quarterly. |
|
Data Requirements |
Not applicable. |
|
Data History |
A minimum of one historical bill. |
|
Data Coverage |
All billing and data delivery frequencies are supported. |
|
Supported Fuels |
Promotion, Announcement and Welcome, Limited Income, and Time of Use Reports: Electric-only, gas-only, dual fuel. Solar Report: Electric-only, dual fuel. |
Limitations
-
The module is designed to replace the Explainer module or the Marketing Message in the Progress Report.
- The module can be used in any non-welcome version of a report type as a replacement for the Explainer module.
User Experience
This section describes the user experience of a customer who has not yet completed their Home Energy Analysis, followed by how the user experience may vary.
Title and URL: The title reminds the customer of their DSS EM Home Energy Analysis status. The Home Energy Analysis URL appears under the title.
Explanation: A brief text encouraging the customer to finish their Home Energy Analysis to get more accurate insights in their report.
List of Attributes: The module includes a list of four home attributes. Each attribute that is known for the customer has a green check next to it, and each unknown attribute has a grey question mark logo next to it. Default Home Energy Analysis categories include home type, size, and heating. If heating is not available, it is replaced with the own or rent.
Percent Complete Wheel: A wheel shows the percentage of the customer's home profile survey that is completed. For example, if 50% of the survey is complete known for the customer, then 50% of the wheel would be colored in, and the text "50%" would appear in the center of the wheel.
QR Code: A QR code provides customers with quick access to their Home Energy Analysis from the report without having to log in to their account.
User Experience Variations
Home Energy Analysis Not Attempted
If the customer has not yet begun their Home Energy Analysis, the module encourages them to start their survey so that their report includes more accurate insights.
Title: The title tells the customer to start their survey.
Explanation: A brief text encouraging the customer to take action and update their home profile appears below the title.
List of Attributes: The module includes a list of four home attributes. Each attribute had a grey unknown question mark logo next to it.
Percent Complete Wheel: The percent complete wheel shows 0 percent.
QR Code: A QR code provides customers with quick access to their Home Energy Analysis from the report without having to log in to their account. The QR code title echoes the module title message encouraging the customer to start their survey.
Home Energy Analysis Recently Completed
If the customer recently completed their survey, the module is congratulatory and reassures them that their insights are accurate and readily available.
Title: The title congratulates the customer on completing their survey.
Explanation: A brief text tells the customer that their personalized tips and comparisons are accurate because they have completed their survey, and encourages the customer to update the survey if anything changes.
List of Attributes: The module includes a list of four home attributes. Each attribute has a green check mark logo next to it indicating that the attribute is known for the customer.
Percent Complete Wheel: The percent complete wheel shows 100 percent.
QR Code: A QR code provides customers with quick access to their Home Energy Analysis from the report without having to log in to their account. The title of the QR code invites the customer to use the QR code to view their Home Energy Analysis.
Home Energy Analysis Completed
If the customer completed the Home Energy Analysis previously but has not updated their survey in a while, the module encourages them to do so to make sure that they are getting the most accurate insights and tips.
Title: The title asks the customer if they have made any changes to their home.
Explanation: A brief text encourages the customer to update the survey to ensure that they are getting the most accurate tips and insights.
List of Attributes: The module includes a list of four home attributes. Each attribute has a green check mark logo next to it indicating that the attribute is known for the customer.
Computer Icon: The percent complete wheel is replaced with a computer icon.
QR Code: A QR code provides customers with quick access to their Home Energy Analysis from the report without having to log in to their account. The QR code title echoes the module title message encouraging the customer to view and update their survey.