Foundations for Success: Building Effective Utility Communications

The first episode of Questline Digital’s Powering Engagement Podcast Series sets the foundation for stronger utility communications.

Framed around three core pillars — strategy, content and technology — Episode One brings together insights from Questline Digital’s team of experts, including Rebecca Czarobski, Joe Pifher, Adriana Scavio and Nikki Seeley. They explore what’s actually working in utility communications today.

“At Questline, we build everything around three components: Strategy, content and technology,” says Rebecca Czarobski, Senior Director of Customer Success at Questline Digital. “When those three work together, you get operational messages that prevent confusion, reduce avoidable calls and help customers feel confident about their next step.”

Example of Utility Communication Performance Pillars

Click here to watch the first episode of the Powering Engagement Podcast Series.  

Lead with Strategy

Utility customers aren’t looking for clever marketing — they’re looking for clarity. When messages are intentional, customers are more likely to understand what’s being asked of them — reducing confusion and unnecessary customer service calls.  

For utility communicators, sending more messages isn’t the solution. Instead, it’s creating a system that helps customers understand and take meaningful action.

Why strategy matters:

  • Prevents customer confusion
  • Reduces call spikes
  • Ensures clear, purposeful messaging  

The episode dives into the key fundamentals that influence inbox performance, including deliverability, subject lines and sending practices.

From proper authentication (SPF, DKIM, DMARC) to clear, action-oriented subject lines, these foundational elements ensure messages reach the inbox and resonate with customers.

Deliverability Checklist:

  • SPF / DKIM/ DMARC alignment
  • Clean and simple HTML
  • Consistent “from” name
  • Fewer than five links
  • Avoid heavy banners

These are the cues that inbox providers look for when deciding whether to trust your message or simply drop it into promotions.

“If your setup is clean and your sending practices are consistent, your emails will land where customers actually see them,” Czarobski says. “That’s really the difference between hoping people saw your message and knowing that it reached them.”

Image from podcast production discussing utility communication strategy

Once an email successfully reaches the inbox, the next moment of truth is the subject line and preview text. Together, they act as the “front door” of your communications — shaping whether a customer opens, ignores or deletes the message.

Subject line best practices include:

  • Lead with a verb
  • Keep it concise (four to seven words, under 50 characters)
  • Focus on being human and factual

Keep in mind, overly promotional language, excessive punctuation or all caps can signal the wrong intent to both customers and inbox filters.

Subject line examples:

Update your billing preferences
Review your outage preparedness checklist
Confirm your energy-savings appointment

See how we’re strengthening the grid in your area

Preview text plays an equally important role, but it’s often overlooked. Rather than repeating the subject line, it should expand on it — adding helpful context in under 90 characters. This pairing helps customers to instantly understand what the message is about.

Even the best subject lines and preview text can’t compensate for poor list health or inconsistent sending practices. The episode emphasizes the importance of maintaining an engaged audience, including sending to your most active subscribers. From there, thoughtful A/B testing helps utility communicators refine what resonates most with customers, building a repeatable playbook to use in the future.

When subject lines, preview text and sending practices work together, utilities move from simply reaching customers to truly connecting with them.

Engage Through Content  

Once the foundation is set, the focus shifts to content – this is where utilities either connect or miss the mark.

Joe Pifher, Creative Director at Questline Digital, emphasizes that effective utility content doesn’t need to be flashy — it needs to be easy to understand and act on.  

Image from podcast production discussing content engagement

Whether billing updates, rate changes or program promotions, utility programs can often feel complex and confusing to customers. The role of content is to make these messages easier to navigate, not more challenging.

“These are topics that can sometimes be stressful and create some confusion,” Pifher says. “We build content to be clear, relevant and easy to scan. The goal is to help the customer get what they need without working for it.”

Pifher focuses on the importance of simple language, clean structure and a tone that feels helpful rather than promotional. Communication should feel like “a respectful colleague, not a megaphone,” he adds.

Every message should quickly answer three questions:

What is this?
Why should I care?
What do you want me to do?

There’s also a technical side to message structure that often goes overlooked. Utility communicators should focus on clean layouts, minimal graphics, clear hierarchy and a primary call-to-action to guide customers.    

Just as important, the message should match the design, Pifher explains. For example, an outage alert shouldn’t look or read like a rebate promotion.

As utility audiences become more diverse, accessibility and translation are also essential for emails.

With tools like Questline Digital’s Engage Global Translate, utilities can deliver the same communication across many languages — without adding extra workload for internal teams.

Accessible communications involve these principles: 

  • Plain, easy-to-understand language
  • Consistent terminology
  • Strong, logical structure
  • Real text (not embedded in images) for headlines and key information

When these elements are in place, messages become easier to translate — and more accessible for screen readers and other assistive technologies.

Drive Results with Technology  

In the last segment, Questline Digital’s Product Manager Adriana Scavio and Support Specialist Nikki Seeley turn the conversation toward technology — and how the right tools can help utilities scale their communications without overwhelming time-strapped teams.

As they note, it’s not that utilities don’t want to communicate more — it’s that many aren’t sure where to start or how to keep it going. That’s where technology plays a critical role.

Newsletters are considered one of the most high-value, proactive communications to build long-term customer engagement.

“Every utility needs a way to communicate with their customers, about programs, rates, new technology, Time-of-Use changes and more,” Scavio says. “And newsletters accomplish this in a way that feels friendly and helpful instead of overwhelming for customers.”

Over time, newsletters create a steady connection that makes customers more likely to engage, enroll and respond when it matters most. Even if customers don’t read every message, regular communication builds familiarity and trust over time.

“The value really adds up month after month, because when customers hear from you regularly, they’re more likely to take action when it matters, enroll in your programs, understand their bills and really trust your recommendations,” Seeley explains.

Questline Digital’s self-service Newsletter Outbox gives utility communicators the ability to build, edit and schedule newsletters in one place.

The Newsletter Outbox provides:

  • Clarity: Organized workflows that show exactly where campaigns stand
  • Flexibility: Easy editing, scheduling and customization without starting from scratch
  • Efficiency: The ability to reuse, adapt and scale content quickly

The goal isn’t to reinvent the wheel with every campaign,” Scavio says. “It’s to build systems that make communication easier, faster and more repeatable.”

When the right tools are in place, the result is a more proactive approach to utility communications

Build a System, Not Just Messages

By aligning strategy, content and technology, utilities can move beyond simply sending messages to creating real customer understanding. It’s a shift from reactive communication to a more intentional approach — one where every message has a purpose.

In upcoming episodes, the Powering Engagement Podcast Series will explore how utilities can use segmentation, personalization and other strategies to create smarter, more data-driven communications.

Watch the first episode, Foundations for Success, available now on demand.

To attend our upcoming podcast episodes, sign up here.

Utilities today are grappling with a significant Key Account Manager (KAM) training challenge. As experienced workers retire, new hires from outside the industry bring fresh perspectives but often lack the utility-specific knowledge needed to hit the ground running. Meanwhile, long-term employees must continuously adapt to new technologies and evolving customer expectations.

During our recent Plugged In webinar, “Utility Key Account Manager Training: Success Strategies,” we explored several critical strategies aimed at achieving success in Key Account Management training programs. Tim Mays with TCM Solutions, formerly of Blue Ridge Electric Cooperative, and Dennis Mingyar with Ohio’s Electric Cooperatives, offered actionable advice on strengthening your training programs and empowering your KAM team.

Building Relationships: The Key to Key Account Manager Training Success

The role of Key Account Managers is more than just providing information — it’s about fostering customer relationships. According to Mays, successful KAMs need a range of skills, from problem-solving and time management to clear communication. But the most essential skill? The ability to connect with people.

“A Key Account Manager has to have a broad understanding of the industry,” says Mays. “But really, having good interpersonal relationship skills and being able to talk to people is one of the most important skills.”

Mingyar echoed this sentiment, adding, “I fully agree that to be successful as a Key Account Manager, you have to be able to speak to people. You have to value interpersonal skills.  […] If you can’t talk to someone, if you can’t connect with someone, if you can’t understand someone’s purpose, you probably don’t want to be in Key Accounts because you’ve got to get to know people ahead of time.”

Additionally, Mingyar shared a memorable quote he had recently heard: “You need to be more people and less PowerPoint.” This reinforces the idea that KAMs can’t just focus on presenting information, they’re have to work to build trust as well.

For many Key Account customers, their KAM is the sole face of the utility, which makes the relationship even more significant. They turn to their KAM for guidance and support, expecting them to speak and act on behalf of their utility.

“Realize that your role is to be the face of your company to an industry and the face of the industry to your company,” says Mingyar. “Your job is to help each party know more about the other party. You are their representative.”

To assist in developing these key interpersonal skills, Mays suggested two books for KAMs to read:

  1. “The Two Sides of Love” by John Trent and Gary Smalley
  2. “The Five Languages of Appreciation in the Workplace” by Gary Chapman and Paul White

“They [Trent and Smalley] talk about understanding strengths that can help you and they give you some guidelines and some good resources to better understand who you are and what your personality type is,” says Mays.

Fostering a collaborative environment where both KAMs and business customers feel connected to one another and the services they rely on is imperative.

Leverage Industry Knowledge to Provide Tailored Solutions

Understanding your customer’s industry is crucial for delivering value as a Key Account Manager. Mingyar and Mays both stressed the importance of learning the ins and outs of each Key Account’s industry, from challenges to opportunities.

“Get to know your industry. What are the peaks? What are the valleys? What challenges are they facing?” says Mingyar. “This is where we need to step in and say, ‘How can we help you in this time of challenge? What can we do to make you more energy efficient? What can we do to work with you on a rate plan? How can we help?’ Try to become a partner to your Key Accounts.”

Mays agreed, emphasizing that the more KAMs understand their customers’ needs, the better they can provide meaningful solutions. “It’s crucial to understand not just what members are purchasing but also the strategies behind managing their energy use,” he said. “When customers are informed, they make better decisions.”

As Key Account Managers continue to face challenges, including time constraints, technology changes and industry turnover, it’s more important than ever for KAMs to adapt and offer solutions that align with their customers’ unique situations. When KAMS prioritize the needs of their customers, the results can be transformative — improving satisfaction, engagement, program enrollments and more.

The Power of KAM Networks: Strength Through Shared Knowledge

While building customer relationships is critical, developing strong networks with other Key Account Managers is equally valuable. According to Mays and Mingyar, Key Account Managers can greatly benefit from sharing knowledge and learning from each other’s experiences.

“Being part of a strong network allows us to share insights and learn from one another,” says Mays. “This is how we continue to grow and find new ways to serve our customers.”

Whether through industry conferences, LinkedIn or informal meetups, connecting with like-minded professionals can provide KAMs with new strategies and ideas to better serve their customers.

This type of engagement and connection also gives KAMs the chance to quickly address customer questions or concerns, further enhancing their own service, support and trust.

Mingyar’s advice? “The time to make a best friend is not when you need a best friend.” This applies to both customer relationships and KAM-to-KAM interactions. Building a strong network early on can help KAMs resolve challenges and stay ahead of customer needs.

Adaptability and Trust: The KAM’s Competitive Edge

As utility programs evolve, so must Key Account Managers. Staying flexible and responsive to customer needs is crucial for long-term success. Mingyar highlighted how feedback should guide a KAM’s strategy, ensuring that utilities remain aligned with customer expectations.

“The key to long-term success in utility programs is staying flexible and responsive to customer needs,” says Mingyar. “Utility companies must adjust their strategies based on what their customers are saying and doing.”

Building trust through consistent, open communication is another major factor in KAM success. As Mays pointed out, “Relationships build trust, and trust opens doors. It also gives you a lot of forgiveness if things go wrong.”

Empower Your KAM Team for Lasting Success

In today’s evolving industry, a well-trained and connected Key Account Manager team is a utility’s greatest asset. By focusing on relationship-building, industry knowledge and continuous training, utilities can ensure their KAMs are equipped to meet customer expectations and drive lasting engagement.

Mays summed up the discussion with this powerful advice: “Become the expert in your industry. Train, train, train. Know who your Key Accounts are and how your industry impacts them. And communicate, communicate, communicate — internally and externally.”

Learn how Questline Digital can help your utility develop effective training and education programs for Key Account Managers.

Water is an essential part of everyone’s lives. However, many customers don’t think about their water utility until they receive a bill or experience a service disruption. It’s up to your utility to connect with customers beyond these potentially negative touchpoints to build lasting and positive relationships.

Questline Digital’s recent webinar “Water Utilities: Building Stronger Customer Relationships” provided valuable insights from our panel of industry experts. Ty’Esha Torres, Lead Utility Services Specialist, and Jason Stinnett, Lead Account Advisor, from the Los Angeles Department of Water and Power (LADWP), shared tactics and strategies proven to be successful in building engagement with water utility customers.

LADWP is the nation’s largest municipal utility, serving about 4 million residents and businesses in Los Angeles. The utility’s goals include providing safe and reliable service to customers and sharing their expertise with them about water quality, safety, conservation, reliability, billing and more.

To kick off the panel discussion, Torres and Stinnett shared their insights about what water customers really want from their utility.

What Water Customers Want: More Than Just Water

Beyond safe and reliable water, customers are looking to their utilities for effective communications and education. The average residential or commercial customer may not know a lot about their utility’s services or available programs, so it’s important to do the legwork in educating customers and ensuring they are aware of their options.

“There’s no way that we can achieve our goals as a utility in serving our customers and meeting all the various guidelines that we’re subject to without partnering very closely with our customers,” says Stinnett. “So, that ongoing education component is critical.”

One effective way that LADWP provides education to its customers is by hosting events. The Los Angeles Department of Water and Power Sustainability Awards is an annual event to honor the utility’s largest customers and their sustainability successes. This directly contributes to customer awareness of programs and encourages other businesses to consider their sustainable practices.

Event where a water utility builds stronger customer relationships

It’s also important to listen to customers and understand their motivations when it comes to water usage and conservation. Most customers are primarily concerned with reducing costs, so equipping them with tips and resources can lead to greater customer satisfaction.

Torres shared that business customers also want to know what others in their industry are doing with their water. LADWP offers its Small Business Support website and Empowering Small Business newsletters where customers can find industry-specific tips and resources. Torres emphasized the importance of providing programs and services that align with the specific needs of each industry, allowing customers to easily digest information and learn at their own pace.

Stinnett also discussed the importance of equipping customers with the right tools. This includes directing them to educational resources and making sure that information is accessible. For example, LADWP recently redesigned its website to make it easier for both residential and business customers to find what they need. At the end of the day, it’s about building relationships with customers so they know that they can turn to your utility for guidance and support.

“It’s relationships,” says Stinnett. “Having that personal touch…respecting those relationships, building those relationships and investing in them. Those are the things that really can yield success.”

Encourage Feedback from Water Utility Customers

Feedback is a crucial component for the success of all utilities. Feedback allows utilities to better understand customers’ interests, needs and preferences, and prioritize actions to accommodate customers. “I use feedback to chart out my plans for the coming year,” says Stinnett. “Get that feedback. It can really be critical to your success.”

Torres also emphasized the importance of collecting feedback through various channels. “Stay ear-to-the-ground on what’s going on in your community, but also give your customers a myriad of ways to reach you,” says Torres.

Effective methods for gathering feedback include:

  • Surveys
  • Contact forms
  • Email and call center communications
  • Community events and meetings
  • Collaboration with other city agencies
  • Internal colleague feedback loops

Educate Water Customers with Consistent Touchpoints

Stinnett shared that LADWP offers various programs for water customers, which are marketed both internally and externally through newsletters. The utility’s internal newsletter, The Wire, serves as a training tool to keep employees up-to-date on important information.

LADWP’s external newsletter, Connections, is sent to customers each month through Questline Digital’s Engage platform. The monthly newsletters include content that is for both electric and water customers, offering tips or advice on water conservation best practices, or sharing information about available programs and services. Along with its newsletters, LADWP deploys email communications and posts on social media to further engagement.

Example of a newsletter to build strong relationships with water utility customers

Building Stronger Water Customer Relationships: A Dual Effort

To bridge the gap between utilities and their water customers, it’s important to remember that your relationship is also a partnership. In order to boost customer satisfaction and engagement, your utility needs to offer programs and services that customers want and need. To provide these necessary resources, your utility has to listen to customers and take feedback to heart.

Customer relationships don’t happen in a silo. It requires consistent effort to be in the community and working with customers in ways that positively impact both customers and the utility.

“Build those relationships. Find the right strategies and tactics. Find the right tools. Find out your customers’ preferences,” says Stinnet. “Find ways to really work with them, to help solve their issues and address their challenges. That’s the best thing we can do. I don’t see our customers just as customers, they’re our partners. Because without them, we wouldn’t be here.”

Torres advises utilities to be open-minded about how to do business. A customer’s experience is tied to how well your utility can capture what they need and what they’re looking for. Because of this, it’s important to think outside the box and continue growing and expanding.

“Keep an open mind, keep your toolbox growing,” says Torres. “You have to continue learning, continue teaching, continue growing. And I think, as partners, we can grow together.”

Learn how Questline Digital can help your water utility build stronger customer relationships with proven engagement solutions.

As utility customers face unprecedented financial challenges, they need more from their utility providers than just energy or water. They need understanding, empathy and practical assistance.

Questline Digital’s recent webinar, “Supporting Utility Customers Through Financial Hardship,” provided valuable insight from Joe Pifher, Creative Director at Questline Digital, and Jill Vohr, Director of ENERGY STAR Product Marketing and Communications at the U.S. Environmental Protection Agency (EPA). They shared advice on helping low- and middle-income customers, including tools and resources that utilities can leverage.

Utility Customers Need Financial Support

Pifher kicked off the webinar by sharing the current state of the national financial crisis. According to the U.S. Census Bureau, 37.9 million people are living in poverty. Additionally, the costs of everyday necessities, such as electricity, continue to increase daily. Research shows that consumers paid 14.3% more for electricity in 2022 than in 2021.

As electricity prices continue to increase, it’s critical that utilities focus on assisting customers to ease the burdens they face.

Ways to Support Customers During Challenging Times

First and foremost, utilities must observe how customers’ budgets and behaviors shift. Pifher advises utilities to listen to their customers and watch their behaviors. This is an opportunity to learn about what customers need.

“They have needs that they may not be telling you about specifically, but their behaviors are going to speak for them,” Pifher says. “Support them and give them programs that are going to give them what they need.”

These programs include payment assistance, financial aid programs, high bill/budget billing solutions and product rebates and discounts. “Help market these things to customers because they really want them and need them,” Pifher says.

Make Sure Customers Know that Financial Support is Available

Utilities can have all the necessary resources, but without an effective and engaging communication strategy, customers might still be unaware of available assistance. By developing marketing campaigns that can help customers understand their options, and connecting them to available tools and resources, your utility becomes a trusted resource.

Pifher highlighted proactive engagement strategies that prioritize customers’ needs, emphasizing sending content on a consistent basis to foster trust and provide value. “You’re reaching out to those customers in between transactional communications. You’re not just asking them for money, you’re giving them support, educating them and entertaining them,” he says.

Pifher shared a few ways to send valuable content and boost customer engagement:

  • Emails
  • Newsletters
  • Welcome Series
  • Short-form videos

For utilities, building awareness is key to connecting customers to resources. By sending content on a consistent basis, customers become educated about programs and services, driving interest and participation. Over time, this boosts long-term customer satisfaction.

Additionally, Pifher advises personalizing communications to each recipient and removing barriers to assistance.

“Personalize the communications you send to that person. Don’t send them everything, send only what is needed, send them what they want to see,” Pifher says. “If the barriers are too high, they’re not going to click through and they’re not going to convert.”

Examples of Utility Assistance Campaigns

To emphasize the importance of customer support programs, Pifher shared real-world case studies of successful utility assistance campaigns.

For example, PSE&G wanted to provide financial assistance to its customers with past-due balances. The utility partnered with Questline Digital to create an email campaign explaining the benefits of payment arrangements. The email included a personalized one-click landing page with payment term options. As a result, nearly 12,000 of the 73,000 recipients enrolled in just a few days.

Another example highlighted FirstEnergy and its approach to reaching customers through personalized videos. Questline Digital worked with the utility to send unique videos to each customer with calls-to-action directing them to beneficial programs. Each video recommended products that were relevant to each recipient, minimizing the barriers to adoption.

Assistance Tools and Resources Available from ENERGY STAR

Vohr joined in on the discussion, sharing a multitude of tools and resources that can help utilities leverage the Inflation Reduction Act.

She shared helpful insights from ENERGY STAR research regarding customers’ relationships to their utilities. One interesting finding was customers’ perspective on program rebates. Research also found that customers mistrusted their utilities when they promoted energy savings.

Additionally, Vohr shared that education is critical to helping customers understand rebates and incentives, as well as how these programs can help them.

“Think about your audience when you’re designing your programs,” Vohr says. “It’s not just in terms of how you market them or how you message them, but actually how you’re designing the program itself. That is the biggest takeaway: Address their challenges and motivators.”

Vohr summarized her insights, explaining:

  1. Design your income-qualified programs to address the challenges and motivations for this audience relative to home upgrades. Offer instant rebates and leverage IRA incentives.
  2. Focus your utility’s messaging on planning vs. proactive replacement and motivate customers with energy and money savings. Don’t forget about other drivers for this audience, including family, health and environment.
  3. Take advantage of free guidance, resources and marketing materials from ENERGY STAR.
  4. Leverage the credibility of and trust in ENERGY STAR for consumer engagement.

How to Support Your Utility Customers Through Financial Hardship

There are many tools and resources available for utilities to reach low- and medium-income customers. With an effective and engaging strategy, your utility can connect customers to the support and assistance that they need.

Learn more about how Questline Digital’s customer assistance campaigns can proactively reach low-income customers with important program information.

Connecting with utility customers is no longer just about sending monthly bills. Customers expect to receive relevant messages and personalized recommendations from companies they interact with, including their utility. That means sharing information that will resonate with them, whether that’s to help them save money or make their homes more comfortable.

Questline Digital’s recent webinar, “The Power of Personalized Videos,” shared expert insights from Jared Brandon, Director of Innovation for Harris Computer, about what personalized videos are and why they matter. Melissa Martin, Utility Operations Manager at Fort Pierce Utilities Authority (FPUA), and William Gray, Billing Supervisor at FPUA, shared a first-hand case study of their experience implementing personalized videos in their customer engagement strategy.

What are Personalized Videos?

Personalized videos are an innovative form of digital engagement that can reach across every touchpoint of the customer journey — including new customer onboarding, monthly revenue collection, targeted program promotions and more.

“Each message and call-to-action is automatically tailored to each viewer, based on their preferences, behaviors or past interactions,” Brandon said. “They communicate what’s important, to whom and when.”

Brandon also explained that personalized videos are inclusive, supporting multilingual narration, closed captions and text transcripts — anything that helps make the video accessible to consumers. They are also dynamic, reflecting the demographics of the audience and tailoring to a customers’ unique wants, interests and needs.

Why Do Personalized Videos Matter for Utilities?

Brandon continued by discussing the value and benefits of personalized videos. He explained, “Two thirds of people learn best with visual aids. If a picture is worth a thousand words, imagine how much more effective a video is at communicating a message.”

Content that is personalized to a consumer is more likely to resonate with them. In fact, 71% of consumers expect companies to deliver personalized interactions, and 76% get frustrated when this doesn’t happen.

“Because every customer is unique, generic approaches to customer engagement can lead to messages being ignored, ending up in junk mail or causing customers to tune out or unsubscribe,” Brandon said.

Videos can cut through the clutter in a consumers’ inbox, helping your utility’s messages stand out.

Fort Pierce Utilities Authority Finds Success with Personalized Videos

Martin and Gray shared valuable insights from their first-hand experience with personalized videos. They shared what worked for them at FPUA, what they learned and helpful tips and advice.

Before implementing personalized videos, FPUA lacked an efficient outreach strategy and struggled to engage its customers. Martin and Gray explained that FPUA had goals of increasing paperless billing, IVR, online payments and autopay, but didn’t have a clear path on how to get there. The utility tried multiple initiatives to engage customers, but struggled to find success, prompting them to reassess their approach.

FPUA’s CIS partner, Harris Computer, introduced personalized videos as a customer engagement tool. FPUA’s team saw this innovative tactic as an opportunity to enhance communication and began implementation immediately.

Results for FPUA’s personalized videos

After an intensive process of testing to ensure a successful launch, FPUA launched its personalized videos in September 2023. Since going live, the utility has seen overwhelmingly positive results. “Right from the start, we witnessed a significant uptick in portal registrations, paperless signups and autopay, and it was precisely the goals that we aimed for from a key performance indicator (KPI) standpoint,” said Martin.

Customers were not only clicking on the videos but staying engaged throughout the message. Martin shared that the videos have consistently performed well with a watch-through rate of 70%.

Each video also provided additional information for customers through call-to-action (CTA) buttons. Martin said, “The call-to-action links at the end of the video are especially vital. They provide customers with seamless opportunities to sign up for these fantastic programs right at their fingertips and their convenience.”

The personalized videos directly boosted customer satisfaction. FPUA found that customers were genuinely excited about their personalized videos and shared their positive experiences. “The biggest surprise for us was the enthusiasm and warm reception to the billing videos from our customers,” said Martin. “They commended us for introducing such an innovative and personal approach.”

Personalized videos helped FPUA find success utility-wide. “We’ve been able to reach levels of satisfaction that we’d been missing for years,” said Martin.

Key Steps to Implementing Personalized Videos

Implementing personalized videos requires a well-thought-out strategy and it can often be difficult for utilities to know where to start. Through their learned experiences at FPUA, Grey shared guidance on the key steps to implementing personalized videos for utilities:

  1. Define your utility’s goals and objectives
  2. Ensure the data you have is complete and accurate
  3. Identify your target audience
  4. Gather the appropriate data
  5. Select your video templates and topics
  6. Write and edit the video scripts
  7. Test the videos thoroughly
  8. Deploy the videos to customers
  9. Measure and learn from the results

Before implementing personalized videos at your utility, consider these takeaways from our expert speakers.

Complement your existing offerings: Personalized videos are a highly effective way to enhance your utility’s existing outreach efforts. Brandon suggested that if your utility sends out a welcome series or bill notifications, send those messages through personalized videos to further engage and resonate with customers. “Use videos as a way to complement what you’re already doing and piggyback on those channels you’re already using,” he said.

Understand your customer: Your utility’s personalized videos should convey need-to-know information and answer your customers’ questions. Martin shared that FPUA made personalized videos with their customers in mind. As a result, the utility saw a reduction in the number of calls and emails asking for answers to commonly asked questions because customers were getting the information they needed from their videos.

Determine key performance indicators: Establishing relevant KPIs allows for the measurement of how effective your utility’s personalized videos are. It will clarify what success looks like, and allow your utility to optimize for improved performance as your personalized video program grows over time.

Personalized videos can provide highly relevant and personal content that speaks to each customer’s interests and needs. Unlike generic mass communications, personalized videos take a targeted approach, delivering highly relevant messages that capture customers’ attention.

“We are so excited to continue utilizing personalized videos,” Martin said. “It will improve our disconnection rates and satisfy customers.”

Learn how Questline Digital can help your utility build strong digital relationships through personalized videos.