Home Energy Analysis (HEA) - Starts and Completions

The Home Energy Analysis (HEA) - Starts and Completions subject area contains data elements about customer interactions with the Oracle Utilities Opower Home Energy Analysis (HEA) survey. The HEA survey allows customers to answer questions about their home and energy habits. The answers are then used to generate a detailed breakdown of customers' energy use in different categories.

The HEA - Starts and Completions subject area data focuses on engagement metrics such as how many customers started and completed the survey, and how they accessed the survey. With this information, you can gain insight into the performance of the feature in different authentication scenarios.

Data Element Description

Auth Type

A flag to indicate the customer's method of authentication when taking the survey. The available values include:

  • LOGIN: Customers who signed in to their account before starting or completing the survey.
  • UHEA: Customers who were partially authenticated before starting or completing the survey. This is the case for customers who followed the pre-authenticated Home Energy Analysis survey flow by clicking a link in their email and receiving an access token that uniquely identifies them.
  • UNKNOWN: Customers whose authentication method is not known.
  • CONVERSION: Customers who switched from being anonymous to signing in to their account before starting or completing the survey. See Conversions below for more information.
  • BITESIZE: Customers who arrived at the Home Energy Analysis after responding to a single survey question embedded in an email and receiving an access token that uniquely identifies them. See Mini HEA Confirmation for more background information about this experience.

Type: Attribute

Completed Count

A count of the number of times the Home Energy Analysis survey was completed.

Type: Measure

Completion Rate

The rate of customers who started and completed the Home Energy Analysis survey. This number is expressed as a percentage and is calculated by simple division: Completed Count / Started Count.

Type: Measure

Conversions

The number of customers who started the Home Energy Analysis survey flow as anonymous users, and then signed into their account before completing the survey. This is applicable to situations where anonymous users are given the option to complete the survey anonymously, as well as the option to sign in before completing it.

Type: Measure

Event Count

A sum of the number customers who started and completed the Home Energy Analysis survey. This number is calculated by simple addition: Started Count + Completed Count.

Type: Measure

Event Type

A flag to indicate whether the Home Energy Analysis survey was started or completed.

Type: Attribute

Is Csr Event

A flag to indicate if a Customer Service Representative (CSR) signed in to a customer's account and started or completed the survey on the customer's behalf. This scenario may occur if a customer calls in to their utility to ask for help with general troubleshooting or with improving their energy efficiency tips.

Type: Attribute

Questionnaire Version

The version of the Home Energy Analysis survey being used. Anytime a change is made to the survey, such as updating a question or adding or removing a question, a new version of the survey is released. The highest Questionnaire Version number refers to the latest version of the survey. With this data, you can track the number of survey starts or completions on a version-by-version basis, or investigate how the latest version of the survey is performing.

Type: Attribute

Started Count

The number of customers who have started but not finished the Home Energy Analysis survey.

Type: Measure

Unique Customers Count

A count of unique customers who started or completed the survey.

Type: Measure

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