As an energy utility, it’s essential that your customers are satisfied — after all, they’re the very lifeblood of your business. And while customer service and energy supply are obviously major factors in retention and loyalty, there’s another powerful component when it comes to delivering an exceptional customer experience: marketing.

Leveraged correctly, marketing can help you reach a greater number of customers than ever before and create relationships built on trust and understanding. Marketing can be an invaluable tool in raising awareness of your services, engaging customers, and creating a positive experience.

Keep reading to discover the top five components of your marketing strategy that can enhance utility customer satisfaction (CSAT).

5 Ways Marketing Can Improve Utility Customer Satisfaction

  1. Easy-to-use websites and portals
  2. Personalized communications
  3. Entertainment
  4. Helpful content
  5. Honesty

When customers see that you’re attending to their needs and making it simple for them to take advantage of offers, they leave interactions feeling pleased. You can make it enjoyable to engage with your utility by developing easy-to-use websites, investing in segmented email marketing and sharing content that entertains and improves customers’ daily lives.

“I believe that any effort that connects on a personal level with the consumer improves the customer experience,” said Angela Catton, Manager of Member Relations and Development at Northwest Iowa Power Cooperative (NIPCO). “Marketing efforts that can reinforce how that specific product or service can improve a customer’s life strike a chord and make that experience memorable.”

Easy-to-use websites and portals

Navigating the world of electric utilities can be a daunting task for customers. That’s why an easy-to-use website and customer portal can have a tremendously positive impact on CSAT.

When customers can easily access information about their bills, seamlessly make payments and intuitively find what they are looking for, they feel more empowered and in control of their energy consumption.

An intuitive website can also reduce the need for customers to call in and wait on hold for extended periods. This can lead to a higher level of customer satisfaction as their experience is more efficient and hassle-free.

As a customer of an electric utility, the last thing you want to encounter while trying to navigate a website or customer portal is a clunky interface. Not only can a clunky website be confusing and frustrating, but it can also contribute to a negative perception of the utility as a whole.

What exactly makes for a website that successfully serves the needs of customers? The annual Website Benchmark report published by E Source includes a public ranking of utility sites. In 2021 the report assessed 85 electric and gas utility websites, focusing on four usability components: findability, functionality, content and appearance.

Features of top-ranking utility websites:

  • Use responsive design
  • Follow standards for accessibility compliance
  • Prioritize self-service
  • Emphasize security
  • Have intuitive navigation
  • Provide content that customers need

Common pitfalls for utility websites:

  • Slow loading times
  • Difficult navigation
  • Broken links
  • Multi-click pathways to important information
  • Or, lack of important information altogether
  • Poor design
  • Text-heavy or jargon-heavy messaging

Personalized communications

With options such as personalized emails, text messages and mobile app notifications, personalized communications provide a straightforward, cost-effective way for energy utilities to strengthen their customer relationships.

Utilities can personalize communications by understanding their customers’ needs and interests, using data like customer energy use, program participation and content consumption. Con Edison adds insights from third-party companies like Experian Marketing Services to create data-driven customer segments, according to Tony Todesco, Market Research Senior Specialist at the utility.

“Our residential customer database has been appended with these fields so other departments can leverage this data in their analytic platforms as well,” Todesco explained during a webinar.

For example, Con Edison’s outreach team, which hosts events in local neighborhoods, has access to a dashboard that allows them to look up zip code-level statistics when preparing for events. The team can use data, such as language preference or the number of families in an area, to help guide their approach.

Energy utilities have an opportunity to improve customer satisfaction by employing such personalization strategies. By tailoring messages to individual customers, whether through their preferred communication channels or by providing energy-saving advice specific to their household, utilities can build trust and loyalty.

With the rise of technology and data analytics, energy companies can now analyze customer behaviors to create messaging that resonates with their needs.

Entertainment

NIPCO uses virtual reality videos to educate and entertain consumers about the work done by cooperative line workers. Customers can wear headsets and experience a climb to the top of an electric pole through the magic of 360-degree video. The “Lineman 360” experience directly brought the message of line worker safety to the watcher, making it feel personal and memorable.

“These videos immerse the watcher and build empathy with what line workers do daily by experiencing it themselves,” Catton explained. “Lineman 360 improved the consumer relationship because when the lights go out, they remember their experience when they virtually climbed a pole or trimmed a tree and understand that it takes time to restore the power safely.

“By making them ‘virtual line workers,’ they connect personally with their power provider, and consumers become advocates for what they do. When they become advocates, that customer relationship is deepened.”

To get a 360-degree view of a line worker’s pole climb, use your mouse to click and drag the video’s perspective.

Helpful content

As an energy utility provider, your customers want more than just reliable service and competitive prices. They also want to feel informed and empowered when it comes to their energy usage.

By creating and sharing helpful content, such as energy-saving tips, tutorials on how to read their bills, appliance efficiency guides, and regulation updates, you can show your customers that you care about their satisfaction beyond just their monthly bill.

“Finding good, digestible, and engaging content that connects with the consumer is gold,” Catton said. “It draws them in and conversationally communicates good advice on how to save money, improve their lives or live greener.”

Questline Digital’s 2023 Energy Utility Benchmarks Report found that residential customers were most engaged with the following pieces of content:

  1. Myth Busting: Home Energy Use
  2. Wasting Energy is a Hard Habit to Break
  3. Listening for Energy Savings in Your Home
  4. Holiday Season: 12 Days of Energy Savings
  5. Your Home: The Hidden Costs of Summer
  6. How to Keep Your Upstairs Cooler This Summer
  7. You Can Upgrade to a Smart Outlet
  8. Your Home: Sealing in Savings and Comfort
  9. Is Your Home Ready for Winter?
  10. 5 Signs That You Need a New Heating System

Education is also critical for business customers. Baltimore Gas & Electric (BGE) works to inform its business customers about rising costs, state decarbonization efforts and other imperative issues, according to Denise Galambos, Senior Vice President of Customer Operations and Chief Customer Officer.

“We spend a lot of time counseling business customers on energy efficiency programs, grants, and other ways to save on energy costs,” Galambos explained in a recent Utility Dive article. “Maryland is a state that’s very focused on its decarbonization goals, requiring us to continuously educate customers about what’s happening at the legislative level.”

Honesty

As energy costs steadily rise and renewable energy becomes an increasingly prominent topic, the importance of honesty in marketing strategies cannot be understated. Energy utility companies can benefit from being transparent with their customers about the sources of their power, any associated costs and details about their operations.

In turn, customers can make informed decisions about their energy consumption and feel confident that their provider has their best interests at heart. This transparency can lead to improved utility customer satisfaction, as consumers feel like they have a better understanding of what they are paying for and how it impacts the environment.

During a recent webinar, Morgan Kriley, Customer Experience Associate with Duquesne Light Company (DLC), explained that transparency is central to DLC’s focus on being a “Trusted Energy Partner” to its customers.

“The honesty and transparency piece played a major role” in a campaign to inform customers of changing energy rates, Kriley said. DLC created website resources, including a website banner and resource hub, in addition to social media posts and newsletter articles to explain the new rates. Each resource directed customers to a link that explained why energy prices were rising and what customers could do to help lower their costs.

Boost Utility Customer Satisfaction with Positive Experiences

Energy customers have more control than ever before, from choosing their energy providers to using smart home devices to automate energy savings. But along with this control comes a need for information to help customers better understand the impact of these decisions on their energy consumption and costs.

With an effective marketing strategy, utilities can be the trusted sources of that information and ensure that customers can take control of their energy use. By providing easy-to-use websites, personalized communications, entertaining and helpful content, and transparent messaging, energy providers can have a positive impact on the customer experience and achieve higher levels of utility customer satisfaction.

Learn how a digital engagement strategy from Questline Digital and help you boost customer satisfaction at your energy utility.

Artificial intelligence (AI) is transforming various industries, including energy utilities, by offering innovative ways to improve the customer experience, enhance efficiency and streamline communications.

Our recent webinar, “Boost Customer Engagement with AI,” shared expert insights from Questline Digital’s Brian Lindamood, VP of Marketing and Content Strategy, and Zach Hardison, VP of Innovation. They explored how AI can be used tactfully by energy utilities to create personalized content, automate customer onboarding and support targeted communication campaigns for utility customers.

Lindamood reminded audience members that, “AI is a tool to improve our work, but still requires humans to operate and leverage results in a strategic way.”

Why We Care About AI Now

The growing interest in AI can be attributed to several factors that have made it more accessible, relatable, and widely adopted across industries, including energy utilities. These advancements have demystified AI and showcased its potential for enhancing efficiency, streamlining operations, and improving customer experiences.

Notably, AI is nothing new. Hardison shared that AI has been integrated for many years now, one example dating back to 2007 with Netflix’s ability to recommend “Top Picks for You” based on user preferences. He pointed out that the current buzz around AI stems from ChatGPT’s rise to fame in late 2022, thanks to its broad release and free public access.

“What this [public access] does is greatly remove the apprehension and barriers around AI,” says Hardison. “You can do things that are silly, you can do things that are professional. It reduces that apprehension. It reduces the fear factor that folks have around AI. And that’s why you’re suddenly seeing a lot more adoption because it has reduced the stigma and the barriers around AI.”

Benefits and AI Use Cases for Utilities

Hardison and Lindamood shared a variety of ways that AI can assist both outside and inside the energy utility industry.

“AI has been a boon in the fields of marketing and communications,” says Lindamood. “AI has the ability to analyze a vast amount of data, learn about customers’ preferences and behavior, and then help us personalize the customer experience to better meet their needs.”

One significant benefit of AI in the utility industry is its ability to share personalized content with customers based on their interests and engagement with previous communications. AI can be used to ensure that the right information reaches the right people at the right time, enhancing the overall customer experience.

Hardison shared an example of utilizing AI to create dynamic newsletters that send relevant content to customers based on their chosen preferences and interests. He shared that the importance of sending this customized content is to connect with customers in a way that shows your utility is listening.

Another valuable application of AI in the utility industry is its ability to identify characteristics that make customers eligible for programs like energy assistance, even if they are unaware of their eligibility. By using AI algorithms to analyze customer data, utility companies can proactively reach out to eligible customers and inform them about available aid.

One of the most immediate benefits of AI is its ability to scale up human efficiency. It excels at handling monotonous, repetitive, low-value tasks that would otherwise consume a significant number of human resources. By providing AI with boundaries and structure, it can operate within a defined scope, enhancing productivity without compromising on quality.

Limitations of AI for Utilities

It’s important to remember that artificial intelligence isn’t perfect. While AI offers numerous benefits to the energy utilities sector, it’s essential to recognize that the technology also has its limitations. By understanding these constraints, your utility can make informed decisions about AI implementation and manage expectations.

  1. Machines can’t understand user intent: AI can’t know for sure what a searcher wants; data will help improve algorithms but it will never be perfect
  2. AI doesn’t understand nuance: Computers see things in black and white and can’t offer perspectives from multiple lenses.
  3. AI-created content can be wrong, biased or misused: It needs to be fact-checked by humans.

Best Practices for Implementing AI in the Utility Industry

Chart showing best practices for using AI for utilities

To maximize the benefits of AI in the utility industry, it’s important to begin by following the data and using that information to guide your AI decisions. Consider the following template in analyzing the path for your AI strategy:

  1. Determine the use cases for AI and prioritize the data accordingly.
  2. Set clear business goals and metrics to measure success.
  3. Clean and explore data to see what opportunities rise to the surface and remove irrelevant data.
  4. Test and develop AI before putting it into production and maintain and review it regularly.
  5. Don’t get distracted by shiny new AI tools; be guided by business goals and objectives.

Remember, AI is a powerful tool that can greatly improve customer experiences and streamline operations, but it still requires human input and strategic thinking to be genuinely effective. You know your audience best. Use your human intelligence to guide the decision-making process and add AI when helpful to assist your strategy.

Want to use AI to improve customer engagement at your utility? Check out a demo of Questline Digital’s personalized newsletter solution.

My Account makes your customers’ lives easier. They can set up their payment options, sign up for paperless billing, explore their energy use and more. My Account isn’t just beneficial for customers — it’s an essential tool to help energy utilities achieve long-term customer satisfaction.

Beyond personalizing their experience, My Account helps customers be more digitally connected with your energy utility. However, it’s not always easy to encourage customers to enroll in this convenient service. Try these five proven strategies to increase My Account enrollment.

Promote My Account Enrollment in Welcome Series

The best time to promote My Account to customers is at the start of service. We recommend taking advantage of a new customer onboarding campaign such as Welcome Series to introduce the features of My Account. In fact, nearly half of all Welcome Series emails are opened, and one in 10 customers click on at least one email.

Promote My Account enrollment throughout your welcome messaging, especially in communications focused on setting up service and billing options. Our benchmarks data shows that the welcome and billing message have the highest customer engagement, with open rates of 43% and 53%, respectively. In these emails, highlight the key benefits of My Account and include a CTA directly to the enrollment page.

Example of email promoting MyAccount enrollment

For example, Questline Digital helped these energy utilities highlight My Account in their Welcome Series campaigns. The billing and payment email features prominent links for customers to create an account. The My Account messaging reinforces how customers can customize their utility experience.

Example of customer welcome email marketing MyAccount

Create an Eye-Catching Email Campaign

Customers are drawn to emails that are fun, engaging and stand out. Instead of simply listing the benefits of signing up for My Account, it behooves utilities to create a compelling theme.

In other words, tell a story that speaks to customers’ needs, interests and lifestyles. For example, show an image of a customer relaxing on the beach while checking their utility bill. This lets customers envision how on-the-go account access can benefit them.

Questline Digital worked with a large Southeast energy utility to deploy a My Account email campaign. The campaign showcased how residential customers can manage their electric account wherever they go. The imagery of a customer relaxing on a hammock during a camping trip emphasizes the benefit of “anytime and anywhere” account access.

Example of engaging marketing email to promote My Account enrollment

A Midwest utility focused on women, a large segment of their customer base, with this creative campaign. The campaign highlighted how the utility’s online user profile is designed for “the Super You.” In other words, creating an online user profile will help these customers accomplish even more in their day.

Example of segmented marketing campaign to increase My Account enrollment

Segment Your Audience

An engaging message has the power to increase the effectiveness of your promotions. Segmentation helps increase My Account enrollment by promoting specific benefits to smaller, targeted audiences.

We recommend segmenting your audience by customers’ needs and interests. For example, business customers are more interested in no-hassle payment options like auto pay that make their busy schedules a little easier.

You can segment your residential customers by homeowners and renters. Homeowners are interested in keeping track of their monthly energy usage. Budget billing or payment assistance programs may be more relevant to a renters.

A large Northeast energy utility segmented their My Account email to business customers. The email, part of a four-email Welcome Series, featured the billing and payment options that businesses care most about, including paperless billing, auto pay and flexible payments. The email includes multiple call-to-actions (CTAs) to sign up for My Account.

Example of marketing email to business customers to promote My Account enrollment

A Pennsylvania-based energy utility created an email campaign targeting residential customers who have not signed up for My Account. The email features an eye-catching animated GIF that illustrates how easy it is to choose various My Alerts, including billing alerts and payment confirmations, available through My Account.

Example of marketing email to promote MyAccount enrollment

Make it Easy with One-Click My Account Enrollment

A potential roadblock for customers is a complicated, multi-step enrollment process. One-click enrollment features an easy-to-use landing page with customers’ account information dynamically prepopulated in the form. All they need to do is click a button to enroll.

Our energy utility clients have found success with one-click enrollment for various promotions, from paperless billing to rebate programs. For example, we helped Eversource Energy create a one-click enrollment landing page and enrollment confirmation page for their paperless billing program. As a result of this easy enrollment, Eversource experienced the largest annual gain in five years with an increase to 33%.

Add an Incentive

Incentives are an effective way to increase My Account enrollment. Questline Digital performance metrics have found that a small reward for every customer who signs up is more effective than a single grand prize. Promotions with an incentive have a 17% higher open rate and 28% higher CTR.

Here are some best practices when choosing a smaller incentive:

  • Awarding a $5 gift card to all signups converts better than enter-to-win contests of $1,000 or more.
  • Products like LED lightbulbs rank second to gift cards among the best drivers of click-throughs.
  • Thermostats and smart-home device giveaways are also top performers.

While less effective than small rewards, a single grand prize (tickets to a sports game or free electricity for a year) is better than no incentive at all. These prizes will still encourage opens and drive customer interest in your promotional email.

Example of My Account enrollment promotions that uses an incentive

A large Midwest energy utility utilized a sweepstakes to motivate residential customers to sign up for an online account. Customers could win up to $3,000 in home improvements by creating an online account, enrolling in e-Bill and other helpful tools. The “Click It to Win It” sweepstakes was a successful way to increase online account sign-ups, while also helping customers make energy efficiency improvements to their home.

Connect on Social Media

The demographics of energy utility customers are changing — and younger generations are a growing share of the population. To reach millennial and Gen Z customers, you need to be where they are online. With 90.4% of younger generations being active social media users, this is where to find them.

Don’t miss out on reaching younger audiences — share the benefits of My Account through an engaging social media campaign featuring fun videos or imagery. While it’s important to stay true to your brand, social media is the perfect opportunity to show off your brand’s personality.

Example of social media posts promoting MyAccount

A Pennsylvania-based energy utility utilized Facebook and Instagram to promote My Account’s home energy savings capabilities, including monthly bill comparisons and personalized energy savings tips. The social media campaign featured fairytale-themed imagery of houses with the tagline, “Everyone’s home is unique — so is their energy use.”

Making Moves with My Account

Opportunities abound for increasing My Account enrollment. Since every energy utility is unique, test out these different tactics to discover which one works best for you.

Learn how a digital marketing campaign will boost My Account enrollment for your energy utility.

As solar and other renewables become more affordable, many of the electric power consumers of yesterday are now active energy consumers and producers, or energy prosumers.

These utility customers invest in and install rooftop solar panels to generate the electricity they need and feed the excess electricity they produce back to the grid in exchange for credits or reductions to their energy bills.

Many households are also looking to battery electric vehicles and home battery storage systems that can be combined with solar panels to power their homes during outages. Some utilities, like PG&E in California, offer financial incentives to customers that install battery storage systems.

As electric consumption by U.S. households continues to climb, these energy prosumers will be a growing segment of a utility’s customer base. With approximately 4% of U.S. homes generating electricity from small-scale solar arrays, they already account for nearly one-third of all solar energy produced in the U.S. The International Energy Agency estimates that approximately 100 million households will rely on rooftop solar by 2030.

What is an Energy Prosumer?

An energy prosumer is a utility customer who generates their own power. For residential customers, this typically includes rooftop solar panels and home battery storage. Business customers may use larger-scale distributed energy resources (DERs), such as wind generation, solar arrays and battery storage.

Prosumers may sell their excess power back to the grid, becoming energy producers as well as consumers.

Building Relationships with Energy Prosumers

Energy prosumers are quickly changing the way utilities do business. Now that more and more customers are engaging with power production, these active customers will play a significant role as more renewable energy flows to the grid.

Utilities will be well served by educating and empowering these essential players, working with them as allies in meeting several mutually beneficial objectives:

  • Meet renewable energy mandates. With many states now requiring utilities to generate a specific percentage of their power from renewable sources, utilities are encouraging their energy-supplying customers to help them meet their net zero goals. In those states, many utilities offer customers a solar renewable energy certificate (SREC) with rooftop solar systems for each megawatt-hour of electricity they generate. Homeowners can use these SRECs to generate income.
  • Support solar investments. To encourage the adoption of solar, some utilities offer upfront rebates for installing solar panel systems that can, on average, reduce the cost of the system by as much as 20%.
  • Build trust. Utilities are building portals that provide their most active customers with straightforward and comprehensive access to information about installing solar systems or designing microgrids, assistance connecting their systems to the grid, access to the real-time grid and market data, and more. This encourages them to rely on the utility as a trusted energy partner.
  • Offer incentives. Forward-thinking utilities like Consumers Energy offer bill credits to energy prosumers for the extra energy they produce and discounts on the electricity they purchase. Utilities can also support their prosumer partners by providing discounts on maintenance and installation of solar equipment or technical support and educational services.

Building the utility-prosumer relationship benefits everyone. Customers are happier with lower bills and a reliable power supply during outages, while utilities can make progress toward their sustainability and customer satisfaction goals.

Marketing Tools to Encourage More Energy Prosumers

With the promise of a mutually beneficial relationship, why don’t all consumers become prosumers? It comes down to awareness, education, access and cost.

Awareness and Education

Many customers still don’t know they can return energy to the grid and get paid. Or that they can store power in batteries for future use. And if they do, many need help knowing where to get started.

For example, Super Bowl ads that showcased a Ford F-150 Lightning powering a home during an outage caught the attention of many customers previously uninterested in EVs. They were introduced to the idea of bidirectional charging but were left asking questions about its feasibility.

These newly interested customers need information on equipment, installation and safety. While the idea of sending energy back and forth might sound relatively simple, it’s a complex power conversion process that requires special chargers and careful installation.

Utilities can stand out in today’s crowded landscape with content — like email promotions, landing pages, checklists, blog posts and videos — that educate customers about the benefits of becoming a producer of renewable energy and guides them on how to get started.

Access and Cost

Even if an energy customer knows they want to become a prosumer, there are still hurdles to getting started. Finding reputable installers can be intimidating and the cost can feel out of reach.

For example, the Ford Charge Station Pro carries a price tag of $1,310, not to mention the F-150 Lightning vehicle, which ranges between $55,000 and $97,000.

Solar power storage systems aren’t cheap, either. Batteries can cost anywhere from $12,000 to $22,000.

Previously mentioned portals, incentives and rebates can make all the difference. Utilities that provide easy-to-access resources, like PSEG Long Island’s contractor list or PG&E’s incentive site, allow customers to act independently. Many customers want their utility to be a knowledgeable resource but still want to make home improvements on their own.

Opportunities to Grow with Energy Prosumers

The increasingly important role that energy prosumers play creates new opportunities for utilities to add value to their services and ramp up their efforts to ensure a resilient power grid. By using digital marketing tools and educational content to communicate with customers, the beneficial segment of prosumers can continue to grow.

Learn how a customer engagement strategy from Questline Digital can help build strong relationships with energy prosumers.

Personalization can be a powerful force in helping energy providers build engaged relationships with customers. In fact, 55% of consumers believe that targeted communications create a more enjoyable experience.

By using data to personalize the customer experience, energy providers can achieve:

  • More effective marketing messages
  • Higher engagement rates
  • Increased program conversions

However, it’s important to remember privacy and security considerations when collecting and using data. Although customers expect relevant messages, they also expect their privacy to be respected and protected.

In Questline Digital’s webinar, “Data Privacy & Personalization,” our expert speakers, Brian Lindamood (Questline Digital) and Marianne Holohan (BlastPoint), shared insights into:

  • What is personalization
  • How personalization differs from segmentation
  • The benefits of personalization and segmentation for energy providers
  • Legal considerations and data privacy best practices
  • Examples of personalization in customer engagement campaigns

Personalization vs. Segmentation

“Personalization and segmentation work really well together,” Lindamood says. “Campaigns are most effective when you create segments based on the relevance of a program or the motivations those customers have, and then you personalize some piece of information for each customer within those segments.”

In the data privacy webinar, Lindamood explains that personalization is an engagement approach that treats customers as individuals. You do this by customizing the content, format or channel of messages for individual customers and you send relevant messages to customers based on:

  • Needs
  • Interests
  • Behaviors
  • Channel preferences

The benefits of personalization are expansive. Energy providers can achieve:

  • More effective marketing messages
  • Higher engagement rates
  • Increased program conversions
  • Build customer satisfaction through stronger digital relationships

Secure Data Analysis

“Many people think of segmentation as a one-and-done situation where you segment your customers broadly and then you use those segments over and over again to reach different objectives,” says Holohan. “However, we found that objective-driven segmentation is a much more effective personalization tool.”

Holohan shared BlastPoint’s process for secure data onboarding and analysis, including:

  • Review
  • Clean
  • Append
  • Analyze
  • Activate

She then described BlastPoint’s process. The first step is to collect and clean existing customer data. This is followed by enriching the data with external data sources and generating specific intelligence tied to the energy provider’s business goals. Last, the data and intelligence is put into action to achieve those objectives.  

Holohan also highlighted various third-party data information that can be used for personalization, such as

  • Residential demographics
  • Financial data
  • Media engagement
  • Psychographic data
Chart listing the third party data that can be used to personalize the customer experience for energy providers

Legal Considerations and Customer Expectations

When it comes to data privacy, there are a variety of legal considerations and processes for both incoming data and outgoing data.

Incoming data is defined as data that is purchased from third-party vendors. If the data is personally specific data, it’s important to ask the vendor to validate their permission to use the data. If it’s modeled or inferred data, it means the data is less accurate, so your organization shouldn’t rely too heavily on it.

Outgoing data is defined as sharing your customer data with third-party vendors. When doing this, Holohan suggests:

  • Limit the scope of the data being shared, especially if it includes personally identifiable information (PII)
  • Review vendors’ data security practices to ensure the legality (under GDPR) of transferring data.

In terms of information security, customers have high expectations for the privacy and security of their data, such as:

  • “Don’t leak my data”
  • “Don’t gather more than you need to know about me”
  • “The data you are gathering should benefit me, not annoy me”

To respect and meet these expectations, Holohan shared some best practices for using data in the data privacy webinar, including:

  • Validate third-party organizations’ security practices.
  • Use objective-driven, targeted segments for personalization instead of broad, multi-purpose segments.
  • Make data actionable with AI to ensure effective personalization practices.

Opportunities for Energy Providers to Personalize Communications

The data privacy webinar went beyond high-level definitions and shared real-world success stories. Lindamood and Holohan each shared examples for data privacy and personalization on various topics, including:

  • Energy efficiency
  • Electric vehicles
  • Payment assistance

For energy efficiency use-cases, Lindamood suggests:

  • Target users with relevant programs based on their interests
  • Segment based on past participation
  • Create messages that reflect their motivations or interests
  • Include personalized data, e.g. energy use
Examples of email marketing from energy provider using data personalization

He shared an example from a smart thermostat campaign. The utility used targeted messaging to segment and send emails to customers. One segmented message was about adopting a smart thermostat to help the environment, while the other pushed the benefits of saving money. By segmenting the messages, the utility found more success in its smart thermostat adoption program.

Holohan shared an example of BlastPoint’s process of working with a utility to increase engagement in its energy efficiency messaging. By acknowledging the utility’s goals of providing relevant programs and identifying income-eligible households, BlastPoint was able to gather and analyze data to assist in achieving these goals. They reviewed:

  • Internal residential data
  • Psychographic data
  • Demographic data

The data analysis led them to develop customer segments around energy efficiency, including income-eligible segments, and identify a target segment that had a high propensity to adopt efficiency measures. Using this technique and secure data access, the utility had 47% more income-eligible customers engaging in energy efficiency.

The Power of Data and Personalization

When done correctly, data-driven personalization can lead energy providers to achieving increased engagement and satisfaction among customers. The data privacy webinar highlighted the many impacts of data privacy and personalization.

Learn more about how Questline Digital can help your utility with targeted customer communications.