Manage Communication Preferences
You use these two sections of the form to specify whether the contact is notified about specific types of information, and if so, what contact method is used for the notification:
- Push Communications Preferences: Use this section of the screen to enroll contacts in push communications, which are unscheduled notices the utility sends out. You can specify which contact methods to use for each communication type. You can also see if any related contacts are receiving a selected communication.
- Subscription Communications Preferences: Use this section of the screen to enroll contacts in utility subscription-based communications that notify them about updates associated with the utility or their account. You can specify which contact methods to use for each communication type.
To add a contact method to a communication, that contact method must already exist for the contact. You can set communication preferences for any push or subscription-based communication types that are configured in your Oracle Utilities customer information system. Contacts must sign up to receive these notifications.
These are some examples of push communication types that can be implemented:
- Credit and Collections
- Programs and Offers
- Service Advisory
These are some examples of subscription-based communication types that can be implemented:
- Bill Due
- Bill Ready
- Bill Routing Email
- Late Payment
- Payment Received
To set up subscription communications, you click the Enroll and add contact link next to an item. You then specify the contact method that should be used for that communication type. To set up push communications, you expand the notification and add a contact method.
You can edit the preferences or, if allowed, you can turn them off by removing the contact method from the communication type. Be aware that some communications are mandatory and cannot be removed. Therefore, if you remove a contact method, the communication might still be sent to the default communication method. These rules can vary by utility. Contact your manager if you have questions about how your utility handles notification preferences.
To learn more about notifications, see Setting Up Notification Preference Options in the Administrative User Guide associated with your Oracle Utilities customer information system. Documentation for these systems is available in the Oracle Utilities Help Center.
Enroll in a Push Communication
To enroll in a push communication:
- From the Customer Dashboard, select the billing account you want to work with and then select Update Communication Preferences from the Actions menu.
- The system opens the Communication preferences drawer.
- In the Push Communication Preferences section of the screen, expand the communication you want to enroll in.
- In the Add Preference field, select from a list of valid contact method records.
- If there are related persons who are also enrolled in the notification, a list of the contacts and the contact method are displayed.
- Click Save.
- Be aware that:
- If no preferences have been set up for this communication type already, the system might use the default preferences, as defined in your customer information system. The system displays a message and provides a View details link to see any default preferences that might be set up.
- If the person is not set up to allow communications, this section of the form will not contain any available communications to enroll in. Instead, the system displays a message that you can set preferences after the communications are allowed for the selected person.
Enroll in a Subscription Communication
To enroll in a subscription-based communication:
- From the Customer Dashboard, select the billing account you want to work with and then select Update Communication Preferences from the Actions menu.
- The system opens the Communication preferences drawer.
- In the Subscription Communication Preferences section of the screen, click Enroll and Add Contact next to the communication you want to set up.
- In the Send To field, select from a list of valid contact method records.
- Be aware that notification types can be configured to enable users to set additional parameters. For example, a notification can be configured to enable the contact to enter a value in the Day(s) before notification field, which controls when the communication is sent. For example, if you want to receive the Bill Due communication 4 days before the billing due date, enter 4 in this field.
- Click the Enroll button to save your changes.
Parent topic: Setting Communication Preferences