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#1 Launch to Your Internal 
Audience First
Educate your utility’s 
employees on how to 
use your self-service 
solutions 
Demo products and coordinate 
roll-out information with: 
• Internal Leaders 
• Corporate Communications 
• Marketing Teams 
• Crew Teams 
• Call Center Staff and 
Customer Service Personnel
Ensure CSRs know 
how to help customers 
self-serve – and how to 
handle on their behalf 
when needed 
Share details such as: 
• The self-service solutions available 
• The enrollment processes 
• How new solutions relate to older 
solutions 
• How customer enrollments and 
preferences are managed
#2 Review Customer Touch 
Points to Optimize 
Customer Rollout
#3 Leverage These 
Touch Points to 
Cross-Promote Solutions
Contact Centers 
and Local Offices 
• Include program information 
and enrollment processes in 
your CSR scripts, IVR scripts, 
and on-hold messages 
• Prepare employees to educate 
customers and help them 
enroll at payment centers
Websites and 
Customer Portals 
• Take advantage of website 
traffic to promote solutions 
• Link web banners to 
enrollment and download 
pages using clear “calls to 
action” 
• Include links to solutions in 
your website’s navigation 
menus
Monthly Billing 
& Outreach 
• Promote your self-service 
programs using inserts in 
bills and newsletters
TV Spot 
Advertise 
• Reach a wider audience 
with paid ads 
• Videos can also be used 
to educate customers on 
how to enroll and use 
solutions 
• Get creative - clever 
campaigns can go viral!
Engage your 
customers on 
social media
FirstEnergy Press Release 
Oncor Press Release 
PR/Media Events 
• Notify local press when you 
launch new self-service 
technologies
#4 Leverage Increased 
Engagement During Outages
Leverage engagement 
during power outages 
• Take this opportunity to inform 
customers about self-service 
solutions 
• Use local press interest to promote 
solutions and provide customer 
information
#5 Take Cues from Other Industries
Promote solutions across 
mobile channels
Don’t forget traditional channels 
Email 
Kiosk Promos 
QR Codes take users 
to app downloads 
Bill Inserts

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5 Tactics for Promoting Utility Customer Self-Service Solutions

  • 1.
  • 2. #1 Launch to Your Internal Audience First
  • 3. Educate your utility’s employees on how to use your self-service solutions Demo products and coordinate roll-out information with: • Internal Leaders • Corporate Communications • Marketing Teams • Crew Teams • Call Center Staff and Customer Service Personnel
  • 4. Ensure CSRs know how to help customers self-serve – and how to handle on their behalf when needed Share details such as: • The self-service solutions available • The enrollment processes • How new solutions relate to older solutions • How customer enrollments and preferences are managed
  • 5. #2 Review Customer Touch Points to Optimize Customer Rollout
  • 6.
  • 7. #3 Leverage These Touch Points to Cross-Promote Solutions
  • 8. Contact Centers and Local Offices • Include program information and enrollment processes in your CSR scripts, IVR scripts, and on-hold messages • Prepare employees to educate customers and help them enroll at payment centers
  • 9. Websites and Customer Portals • Take advantage of website traffic to promote solutions • Link web banners to enrollment and download pages using clear “calls to action” • Include links to solutions in your website’s navigation menus
  • 10. Monthly Billing & Outreach • Promote your self-service programs using inserts in bills and newsletters
  • 11. TV Spot Advertise • Reach a wider audience with paid ads • Videos can also be used to educate customers on how to enroll and use solutions • Get creative - clever campaigns can go viral!
  • 12. Engage your customers on social media
  • 13. FirstEnergy Press Release Oncor Press Release PR/Media Events • Notify local press when you launch new self-service technologies
  • 14. #4 Leverage Increased Engagement During Outages
  • 15. Leverage engagement during power outages • Take this opportunity to inform customers about self-service solutions • Use local press interest to promote solutions and provide customer information
  • 16. #5 Take Cues from Other Industries
  • 17. Promote solutions across mobile channels
  • 18. Don’t forget traditional channels Email Kiosk Promos QR Codes take users to app downloads Bill Inserts