Design and Configuration: TOU Load Shifting Report

This section discusses the design, configuration options, and the user experience variations that are specific to the Time of Use (TOU) Load Shifting Report emails.

These emails are designed to encourage AMI customers on a TOU electricity rate plan to shift their electricity use to off-peak hours. The emails include rate plan details, personalized energy use insights, and actionable load shifting tips to help customers save money on their electric bills.

Customers receive one of the following TOU Load Shifting Report emails each week:

• Introduction emails
• Weekly Coach emails
• Post-Bill Report emails

Each of these emails is comprised of a specified set of modules that are intended to help customers understand their TOU rate plan and educate them on how to save electricity and money.

Note: Each email is comprised of individual modules. It is strongly recommended that you use the default order of the modules, as the emails were designed to be read from top to bottom, to provide the reader with an easy-to-understand message about their energy use. The default order of the modules for each email is listed in the appropriate section below.

Configuration and user variation details are provided for each individual module and are included in the Module Appendix. Alternatively, you can access the details by clicking the module names in the following sections.

Introduction Emails

The Introduction email is the first weekly email customers receive as part of the program. This email is designed to welcome customers to the program, provide peak hour energy use insights, and offer tips on how to reduce energy use during peak hours. The email also encourages customers to use less during peak hours by including information about the average savings of other utility customers who have shifted their use to off-peak hours.

The Introduction email contains the following modules, in the order listed:

• Email Header and Subject Lines Module
• Introduction Module
• Transition Module - Welcome State
• TOU 101 Module
• Hourly Usage Module
• Big Appliances Module
• Easy Open Module (optional)
• Email Footer Module

Weekly Emails

The Weekly email is delivered to customers at the end of each week. It provides peak hour energy use insights as well as a comparison between peak hour electricity spending during the current week and the previous week. The email also includes a breakdown of up to three appliances that were used during peak hours.

Customers begin receiving the Weekly email after they receive their Introduction email, and do not receive the Weekly email in weeks when they receive the Post-Bill Report Email.

The Weekly email contains these modules, in the order listed:

• Email Header and Subject Lines Module
• Transition Module (Included during seasonal transition periods only.)
• Weekly Comparison Module
• TOU 101 Module
• Hourly Usage Module
• Peak Period Disaggregation Module
• Easy Open Module (optional)
• Email Footer Module

Post Bill Report Emails

The Post-Bill Report is delivered to customers at the end of each month. The report helps customers understand which appliances they are using during peak hours, and how that usage contributes to their energy charges under a TOU rate plan. It includes a comparison of peak usage or costs between the customer's most recent bill and previous bill, a peak period disaggregation module, and a tip.

By default, the Post-Bill Report emails contain these modules, in the order listed:

• Email Header and Subject Lines Module
• Introduction Module
• Post-Bill Report Bill Comparison Module
• Peak Period Disaggregation Module
• Tips Module
• Load Shifting Collective Benefit Module
• Email Footer Module