Home Energy Analysis

The Home Energy Analysis modules prompt customers to answer simple questions about their home characteristics and energy habits to enhance their report experience. The specific module a customer receives varies by report type.

Mini Home Energy Analysis: Prompts customers to answer a short set of questions directly within the report. See the Mini Home Energy Analysis for more information.

Seasonal Home Energy Analysis: Encourages customers to complete the full Home Energy Analysis to improve their report experience. It includes a call-to-action button that directs customers to the survey in Digital Self Service - Energy Management where they can complete the full survey. See the Seasonal Home Energy Analysis for more information.

Mini Home Energy Analysis

The Mini Home Energy Analysis module prompts customers to answer simple questions about their home characteristics and energy habits directly within the Email Home Energy Report v3. It provides an additional opportunity for customers to share information that can be used to enhance their report experience, even if they do not complete the full Home Energy Analysis survey online.

Appears in: Progress Report, Welcome Report, Limited Income Report, Time of Use Report

Requirements

No customer or utility data is required to generate the Mini Home Energy Analysis module. The only requirement is that the utility must work with Oracle Utilities Opower to launch the Home Energy Analysis survey online so customers can be redirected to it.

User Experience

The image below is an example of one of the questions in the Mini Home Energy Analysis module.

image of Mini Home Energy Analysis module with yes and no buttons

Header: Informs the customer that the Mini Home Energy Analysis provides an opportunity to improve their report experience.

Question: Presents simple yes-or-no questions that the customer has not yet answered in the full Home Energy Analysis survey online.

Benefit Text: Highlights that responding to the questions helps improve the accuracy of the report and its recommendations.

Response Option Buttons: Allow the customer to answer "Yes" or "No." Selecting a response redirects them to the appropriate follow-up experience. in the full Home Energy Analysis survey where they can respond to additional questions.

User Experience Variations

The user experience may vary depending on which questions are included and the order in which they are presented. The available options include:

Default behavior: Questions are selected from a predefined list, with the first unanswered question shown first.

Customized question list: The utility can work with Oracle Utilities Opower to reorder or remove questions. The first unanswered question from the updated list is then presented.

Confirmation experience: The module can be configured to ask a single binary question to confirm specific information about the customer's home (for example, whether they use a heat pump). There are two approaches to configuring a confirmation experience:

  • Multiple questions: The sequence is adjusted to begin with a confirmation question. After it is answered, additional questions from the list may appear in future reports. Once all questions are answered, the module no longer appears.
  • Single-question list: The module includes only one confirmation question. After it is answered, the module is removed from future reports.

Seasonal Home Energy Analysis

The Seasonal Home Energy Analysis module encourages customers to complete the Home Energy Analysis survey in order to improve their Seasonal Report insights. The module creates an additional opportunity for customers to provide information that can improve the information they receive.

Appears in: Seasonal Report

Requirements

No customer or utility data is required to generate the Seasonal Home Energy Analysis module. The only requirement is that the utility must work with Oracle Utilities Opower to launch the Home Energy Analysis survey online so customers can be redirected to it.

User Experience

This image shows an example of the Seasonal Home Energy Analysis module.

Image of the Seasonal Home Energy Analysis module

Header: Dynamically adjusts based on the season.

Subheader: Emphasizes the action the customer should take to receive more accurate tips and insights.

Body Text: Encourages the customer to complete the survey to improve the quality of their report.

Call to Action: Includes a button that directs the customer to the Home Energy Analysis survey online.