Managing Tips

You can manage the energy efficiency tips for your program by using the Tip Manager. Tip Manager is a configuration tool that lets you edit custom content that appears in the tips of your Oracle Utilities Opower web products and outbound communications. Editable content includes program-specific energy efficiency information such as rebates, tax incentives, recycling information, and other offers.

Searching for Tips

One of the first steps in managing tips for your program is to search for and find the tip you want to review or update. To search for tips:

  1. Click the Programs tab.
  2. Click Client to open the tip library.
  3. Type the name of the tip in the Title, name field or select a filter from the All tips drop-down. The list of tips will be automatically filtered based on your selection. If there are multiple locales available in a Tip Library, use the drop-down list next to the library name to select the locale you need before searching.
  4. Select a tip to view its details.

Viewing Excluded Tips

When you open the tip library, you can view tips that are excluded from your locale or utility. Click View excluded tips above the list of tips. If you see a tip on the excluded list that you want to include in the library, contact your Delivery Team and they will assist you.

Editing and Submitting Tips

  1. Open the tip you want to edit from the list of tips in the Tips Library.
  2. When the tip opens, on the left side of the page, you will see a preview of the tip that corresponds with the channel selected on the right side of the page. The layout and design of the tip changes based on the selected channel.

    3. Note: When you open a tip, you can navigate to the previous or the next tip by using the Previous Tip and Next Tip buttons at the bottom of the page. You can also change your filters using the All tips drop-down menu also located at the bottom of the page.

  3. Click the pencil icon above the list of channels to edit the tip. A list of editable fields will display into two sections: These fields are shared by other channels and These fields are unique to [the selected channel]. Depending on the selected channel, the field options will change under These fields are unique to. For example, if you switch from the Web channel to the Print channel, you may see fewer field options.
  4. Click the field you want to edit and make the desired changes. The tip preview automatically updates as you make changes so you can see the changes immediately.
  5. When you finish making edits, click Save.
  6. Return to the Tips library and click Submit to review.
  7. Type what was changed for each tip and click Send.

The delivery team will review your tips, schedule the updates, and notify you if there are any comments or suggestions on your updates.

Adding a Custom Program Promotion

You can add custom program promotions to tips. For example, you can add information about a utility rebate available to customers who purchase a new energy efficient appliance.

Email and Print Channels

  1. Open the tip you want to edit from the list of tips in the tip library.
  2. Click the pencil icon to edit the tip.
  3. Under These fields are unique to, do one or both of the following to add a custom program promotion:
    • Select the Email channel and click Email Program Promotion.
    • Select the Print channel and click Print Program promotion.
  4. Click the toggle button to turn on the promotion.

    Note: When you turn on the promotion, the promotion text will replace the Savings text. The Savings text is information that tells customers how much money they could save by doing a tip.

  5. Add your text and click Save when you are satisfied with your changes.
  6. Return to the Tips library and click Submit to review.
  7. Type the date you want the updates to appear and click Send.

Web Channel

  1. Open the tip you want to edit from the list of tips in the tip library.
  2. Click the pencil icon to edit the tip.
  3. Under These fields are unique to, you can add program promotion text to one of the following fields. The promotion text will appear on the right side of the tip.
    • Rebate Text
    • Recycling Text
    • Tax Incentives Text
    • Offers and Incentives Text
  4. Click Save when you are satisfied with your changes.
  5. Return to the Tips library and click Submit to review.
  6. Type the date you want the updates to appear and click Send.

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