Portal Segmentation
Segmentation provides the ability to define which features and content within Digital Self Service - Transactions are accessible to certain groups, or segments of customers. For example, the Home Energy Analysis can be defined as only accessible by residential customers.
To support segmentation within Digital Self Service - Transactions, a segment group must be created. Each group defines the service agreement types that are applicable for the segment group. For example, a segment for all residential customers can include a single service agreement type that defines all residential customers. An additional segment group can be created for all electricity customers by including separate service agreement types for residential electricity customer and commercial electricity customers. The segment groups and their service agreement groupings must reflect how your system groups customers into service agreements.
Creating Segment Groups
A segment group is defined by providing a descriptive name that explains the group of customers in the segment, and a comma-separated list of applicable SA Types. The SA Type value corresponds to the SA Type values defined in Customer Care and Billing, which define the service agreement type. For example, an SA Type for residential electricity customers might be E-RES.
To create a segment group
- From the Opower Configuration Tool, select the Settings option, select Global Configs, and then expand Portal Segmentation.
- Select Add New to add another row for a new segment group. A new segment group is created with a default name applied for the segment group.
- Select the edit icon to modify the default name for the segment group. Type a descriptive name to make the name more understandable and meaningful, such as Electricity Customers.
- Select the segment group row to expand the definition. Within the Segment Group field, enter the list of applicable SA Types, separating each SA Type with a comma. For example, an Electricity Customers group might include an SA Type definition of E-RES, E-COM to include residential and commercial electricity customers.
Applying Segmentation
After segment groups are created, they can be applied as required to various configurations within Digital Self Service - Transactions. Any Digital Self Service - Transactions elements that apply segmentation are accessible only for the customers included in those segments. Segments can be applied to:
- Widget display on a page, see To add a widget to a page. If segmentation is defined for a widget on a page, that same segmentation must be defined on any applicable menu and portal routing elements. Every widget has an applicable portal routing element, but not every widget has an applicable menu element as many menu elements link to pages that contain multiple widgets. Applicable menu and portal routing elements for a page and widget can be determined by navigating through the Digital Self Service - Transactions web portal.
- Menu navigation items, see Menu.
- Portal routing to areas of theDigital Self Service - Transactions web portal, see Portal Routing.