1 / 7

Energy Savings Assistance Program Outreach and Enrollment Workshop # 6 October 26, 2011

Energy Savings Assistance Program Outreach and Enrollment Workshop # 6 October 26, 2011. Outreach and Marketing Existing Strategies. Automated Outbound Calling Campaigns Engage customers though the use of the ‘Direct Connect’ feature Direct Mailer / Postcard Campaigns

ilyssa
Download Presentation

Energy Savings Assistance Program Outreach and Enrollment Workshop # 6 October 26, 2011

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Energy Savings Assistance ProgramOutreach and EnrollmentWorkshop # 6October 26, 2011

  2. Outreach and MarketingExisting Strategies • Automated Outbound Calling Campaigns • Engage customers though the use of the ‘Direct Connect’ feature • Direct Mailer / Postcard Campaigns • Includes service provider’s information to increase the legitimacy • of the program • E-mail Campaigns to MyAccount Customers • Includes program video and ability to “apply now” • Univision’s ‘A Su Lado’ • Promote the program during the live morning newscast • Community Outreach & Involvement • Leverage grass root outreach opportunities with cities, regional centers, and fairs

  3. Outreach and MarketingNew Strategies Customized Messaging • Tailor material and outbound calling scripts to customer segment Multi-Language Support • Translate collateral material and outbound scripts Utilize Text Messaging • Promote program through text with “Apply Now” Automated Re-instatement • Customers with cancelled appointments can re-schedule Integrate Messaging with Energy Efficiency • Include information within the educational and outreach materials

  4. EnrollmentExisting Strategies Tablet PC Technology • Offers the ability to validate information in “real time” Bulk Work Assignment • Work is referred out to service provider within a neighborhood • Ensure the service provider has a full days worth of work in a small geographic area SMART (Schedule Manager and Routing Tool) • Single point of reference for all routing ,scheduling, and dispatching tasks • Reduce drive time and gas consumption • Automate schedule setting tasks • Decrease program’s carbon footprint • Increase visibility to crew appointments

  5. Enrollment New Strategies • Simplified Owner’s Waiver • Improve clarity of language with assistance from service providers • Option for property owners to refuse services and still return the form • Property Owner Program Brochure • Benefits to Owner / Tenants • Measure service description • Enrollment process description • Available to service providers • Simplify the Enrollment Form • Simplified layout to reduce error rate • Develop one form to utilize for dual enrollment agencies • Coordination with SCG • Translate Terms and Conditions to all supported languages

  6. Enrollment New Strategies • Smart Phone Technology • Mobile Work Order Management • Sync appointments to GPS • Interactive Map on Smart Phone • Work Order E-mail Feature • Ability to close out work orders through phone • Communication Preference • Ability to communicate via email, text, or VRU • Ability to cancel or change appointments • Remind customers of scheduled maintenance • Opt-in to be reminded of upcoming appointments

  7. Enrollment New Strategies • Paperless Enrollment Software • Remote installation to compatible hardware • Energy Education on Tablet PC • Automated discussion topics using customer data captured during enrollment to ensure standardized and customized energy education • Integrated User Interface for Tablet • Reduce time to enroll customer • Eliminate duplicate data entry work • Upload data to both utilities’ databases

More Related