Survey - Starts and Completions

The Survey - Starts and Completions subject area contains data elements about customer interactions with different surveys available in the Oracle Utilities Opower program, including the Home Energy Analysis (HEA) survey, Savings Hub survey, and Business Profile. For example, you can find 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 survey 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 survey after responding to a single survey question embedded in an email and receiving an access token that uniquely identifies them. This is a known use case, for example, with the Home Energy Analysis. See Mini HEA Confirmation for more background information about this experience.

Type: Attribute

Completed Count

A count of the number of times the survey was completed.

Type: Measure

Completion Rate

The rate of customers who started and completed the 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 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 of customers who started and completed the survey. This number is calculated by simple addition: Started Count + Completed Count.

Type: Measure

Event Type

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

Type: Attribute

Event Timestamp

A timestamp indicating when the 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. For example, 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 survey being used. Whenever 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 survey.

Type: Measure

Survey Type

The type of survey that was taken. The available values include:

  • BUSINESS_PROFILE: The Business Profile questionnaire, which allows business customers to capture basic information about their businesses.
  • LMI: The Savings Hub survey, which presents low and medium income (LMI) customers with a series of questions about their home and finances, and then uses the answers to determine their eligibility for financial assistance programs.
  • WHAT_USES_MOST: The Home Energy Analysis (HEA) survey, which shows a breakdown of a customer's energy use in different categories, ordered by which category uses the most to the least amount of energy.

Type: Attribute

Unique Customers Count

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

Type: Measure