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Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777- 2420 Fax www.fscgroup.com SCE Energy$mart Thermostat sm Study for Southern California Edison Wave 2 Presentation of Study Results November 10, 2004 Project #1010
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Page 1: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Population Research Systemsa subsidiary of Freeman, Sullivan & Co.

100 Spear Street, 17th FloorSan Francisco, CA 94105

Tel (415) 777-0707 (415) 777-2420 Faxwww.fscgroup.com

SCE Energy$mart Thermostatsm Study

for

Southern California Edison Wave 2

Presentation of Study ResultsNovember 10, 2004

Project #1010

Page 2: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 2November 10, 2004

Project 1010: SCE Smart Therm

•Table of ContentsStudy Overview - Executive Summary

Promotion Materials

Wave 1 Method and Results

Wave 2 Mailing and Data Collection

Wave 2 Results

The Mailing

Motivating Website Visits

The Website Experience

Program Ratings

Participant Characteristics

Conclusions

Results:

Response to the Mailing

MyTstat Use

SCE Energy$mart Thermostatsm Program Ratings

Discussion - Applying these lessons

Page 3: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 3November 10, 2004

Project 1010: SCE Smart Therm

SCE seeks to promote a web-based solution to enhance its SCE Energy$mart Thermostatsm Program. The current report represents the second wave of data collection on a research project designed to evaluate the program and marketing efforts to promote its use.

•Executive Summary: Study Overview

The goals of the research were to ascertain the following:

• Identify motivators and barriers to using the MyTstat website to program and control the thermostat• Conduct an awareness study to evaluate a marketing campaign advertising the website• Measure satisfaction with the website•As part of the second wave, observe any changes in behavior or attitudes between wave 1 and wave 2.

Page 4: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 4November 10, 2004

Project 1010: SCE Smart Therm

•Executive Summary: Wave 1 Method

SUMMARY OF WAVE 1 DATA COLLECTION

METHOD

First, we implemented upgrades to the MyTstat website for increased usability.

In January 2004, a marketing packet consisting of an envelope with the SCE return address, a cover letter, glossy card with log-on instructions, book mark, and pen&cord set was sent to 1,561 program participants.

A website exit survey was deployed shortly after the mailing occurred. This survey assessed customers’ website experience and recorded activities conducted on the site. A total of 15 web surveys were completed.

About 2 weeks after the mailings went out, a telephone survey was conducted, resulting in 316 quantitative telephone interviews.

Following a qualitative exploration, the telephone survey in Wave 1 resulted in solid response and interest. The web survey exit interview received scant traffic.

Page 5: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 5November 10, 2004

Project 1010: SCE Smart Therm

PROMOTION MATERIALS

Page 6: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 6November 10, 2004

Project 1010: SCE Smart Therm

•Mailing: Glossy Card - Front

Note: The printing quality of the actual materials is higher than what is possible by the image resolution in PowerPoint.

Page 7: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 7November 10, 2004

Project 1010: SCE Smart Therm

•Mailing: Glossy Card - Back

Page 8: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 8November 10, 2004

Project 1010: SCE Smart Therm

•Mailing: Bookmark

Side 1

Side 2

Page 9: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 9November 10, 2004

Project 1010: SCE Smart Therm

•Mailing: Pen and Cord Set

Page 10: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 10November 10, 2004

Project 1010: SCE Smart Therm

•Executive Summary: Wave 1 Results

RESULTS

Results suggested that customers largely remember (59%) receiving and opening the mailing, and they reported intending to visit the website in the future.

The glossy information card was considered helpful or very helpful in providing information about logging on to the MyTstat website by all respondents.

However, only 15% of respondents who acted on the mailing (11% of respondents overall) actually visited the website (14 respondents).

Those who did visit the website had high-speed access and expressed comfort with the internet.

About half of respondents indicated that they planned to visit the website, but hadn’t gotten around to it yet, or did not have time.

Open-ended comments indicated that many had not programmed the thermostat manually, and so the motivation for logging on to program it was lacking.

Results from an initial wave of data collection revealed that although the mailing was well-received, few customers had visited the programmable thermostat website.

Page 11: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 11November 10, 2004

Project 1010: SCE Smart Therm

•Executive Summary:Wave 2 Mailing & Data Collection

WAVE 2 Method

A mailing identical to that used for Wave 1 was sent to 1,224 SCE Energy$mart Thermostat Programsm participants. Eight hundred fifty one packets were mailed on August 20, 2004, and the remainder were mailed on August 26, 2004*.

The website survey was also re-deployed just prior to the mailing of the marketing materials to evaluate website visitors’ experiences with and activities on the site. Thirteen website surveys were completed between August 25 and September 28.

Telephone surveys (again, nearly identical to those conducted in Wave 1) were conducted during weekday business hours from August 31 to September 6.

A total of 301 telephone interviews were completed, with a response rate of 52%.

Interviews took an average of 8.6 minutes to complete.* Due to a shortage of bookmarks, only the first mailing group received the bookmark in their mailing packet. Receipt of the

bookmark had no effect on responses to the mailing, so it is not discussed further.

It was hypothesized that the timing of the Wave 1 SCE Energy$mart Thermostatsm mailing (i.e., in winter) caused customers to be less motivated to learn about online thermostat programming than they would be during summer months, when the hotter temperatures might heighten their motivation to manage the air settings (to stay cool).

Consequently, a second wave of the marketing mailing and data collection was planned for late summer.

Page 12: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 12November 10, 2004

Project 1010: SCE Smart Therm

•Executive Summary:Wave 2 Mailing & Data Collection

WAVE 2 Method: Panelists

The second mailing went to essentially the same customer list as the first. Of the 316 wave 1 respondents and 301 wave 2 respondents in the telephone surveys, there were 96 respondents who were represented in both surveys. They are referred to as ‘wave 2 panelists’. Their results are a proxy for whether repeated exposures increases responsiveness to the program. Marketing programs posit that repeated contacts generally heighten awareness, leading to better product adoption. This artifact of the study gives us an additional means to explore the marketing efforts effectiveness. Where appropriate, panelists’ responses will be noted.

Survey panel respondents: participants in both Wave 1 and Wave 2 telephone surveys.

Page 13: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 13November 10, 2004

Project 1010: SCE Smart Therm

SCE Energy$mart Thermostat Mailingsm was generally successful. As with the Wave 1 mailing, a significant challenge involved getting the mailing to reach the correct person, who may have left the company between the sign-up date and the promotion.

•Executive Summary: Results – The Wave 2 Mailing

Sixty-six percent of those surveyed by telephone remembered receiving the mailing.

Those who did not remember receiving the mailing were given the option of having it re-sent to them. This resulted in the mailing of an additional 60 SCE Energy$mart Thermostatsm packets.

Although unaided recall of the items included in the mailing was somewhat poor, most people did report reading the letter and the glossy card.

Evaluations of the mailing were very positive, with 84% of respondents rating it as “very helpful” or “helpful.”

Of all of the items included in the mailing, the glossy card was cited most frequently as being helpful to respondents.

Of the 13 people who completed the website exit survey, all of them reported that their visit had been prompted by the recent SCE mailing.

Page 14: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 14November 10, 2004

Project 1010: SCE Smart Therm

Although most customers have very positive attitudes toward the SCE Energy$mart Thermostatsm program and intend to visit the programmable thermostat website in the future, motivating the behavior – logging on and trying out the website – remains a significant challenge.

•Executive Summary: Results- Motivating Website Visits

Only 20% of those who took any action after receiving the mailing visited SCE.com.

Having a high-speed internet connection appears to facilitate use of the MyTstat website. Ninety percent of those who visited the site had high speed connections.

Respondents who have not visited the website seem to fall into one of two groups:

those who possess the technological skills and equipment to do so but just have not yet had time to explore the site, and

those who are limited in their ability to use the site, either due to lack of internet skills or experience, or because they no computer or internet access

Slightly more than half of those who did not visit the SCE.com website after receiving the mailing intend to do so in the future. Intentions were unrelated to speed of internet connection, but were associated with being younger and having greater internet sophistication.

As in Wave 1, those who read the glossy card with the easy logon instructions were more likely to plan on visiting the website compared to those who did not remember reading the card (64% and 43%, respectively).

Page 15: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 15November 10, 2004

Project 1010: SCE Smart Therm

While at the website, respondents use the website by exploring it and trying out the features. Once comfortable, they see the value of being able to control the thermostat remotely.

•Executive Summary: Results – Website Experience

Thirteen website visitors completed an exit survey.

Website visitors’ ratings of the quality of the MyTstat website were extremely high. For every website feature assessed, average ratings were greater than 4.5 (where a score of 5 is excellent).

Experiences with the website largely enhanced customers’ perceptions of the SCE Energy$mart Thermostat program, and all of the website visitors reported being satisfied or very satisfied with the program.

On average, the telephone survey sample had conducted 2.9 internet activities, but those who visited the website had conducted an average of 4.2.

All of those that completed the web survey and 90% of those in the phone survey who reported visiting the website had high-speed connections.

Page 16: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 16November 10, 2004

Project 1010: SCE Smart Therm

SCE continues to do a good job of keeping its Energy$mart customers satisfied; customers rated their satisfaction with the program an average of 4.1 (where 5=very satisfied; Wave 1 mean = 4.3). Visits to the website tend to further enhance ratings of the SCE Energy$mart Thermostatsm program.

•Executive Summary: Results – Program Ratings

Respondents who rated the program highly also gave high ratings to their level of overall satisfaction with SCE.

The website for the SCE Energy$mart Thermostatsm program has contributed to an improved perception of the Program for the majority of MyTstat users. Ninety-one percent of web survey respondents and 58% of telephone survey respondent reporting a significantly improved or improved opinion.

Open-ended comments about the program were similar to those of Wave 1. Customers continue to be generally positive about the program. They like that they save money and energy. Some reports suggest that improvements could be made in the areas of customer service and explaining the features and programming of the thermostat.

The proportion of customers reporting dissatisfaction has risen somewhat since Wave 1, with 8.7% indicating they are dissatisfied or not at all satisfied; in Wave 1 that percentage was 4.0%.

Page 17: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 17November 10, 2004

Project 1010: SCE Smart Therm

Wave 2 panelists (n = 96) had higher recall of the mailing, and higher evaluations of SCE Energy$mart Thermostatsm program, but otherwise evidenced little greater inclination to act upon the mailing.

•Executive Summary: Results – Program Ratings

While panelists were much more likely to recall receiving the mail, they did not read it at a greater inclination than did the others.

However, panelists did evaluate the overall SCE Energy$mart Thermostatsm program more highly in Wave 2 than did non-panelists, even though they were less likely to have high speed internet access.

Page 18: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 18November 10, 2004

Project 1010: SCE Smart Therm

NEW TECHNOLOGY ADOPTION One goal of the program is to provide users of the smart thermostats an

option to use the Internet to program and control their thermostat. But technology does not get used merely because it exists. Several

conditions must exist for technology adoption.

•Executive Summary: Commentary

One theory regarding the process for adoption of technology is: awareness, interest, evaluation, trial, adoption (e.g., Rogers, 1995, Diffusion of Innovation). The marketing program created awareness, but for some reason, could not generate interest, or the next stages, except for a handful.

Schiffman, et al. (1997, Consumer Behavior) revised this theory to: knowledge, persuasion (regarding the product’s usefulness), decision to try, evaluation (trial use experience), and confirmation. Schiffman’s theory indicates that the online tool’s usefulness was never proven.

While the online thermostat is in one sense much easier to program than the manual thermostat, programming is not a powerful need among these small business owners, and so the users never progress to the point of confirmation or adoption. It appears at this stage unlikely that these kinds of thermostat users will adopt the online technology until programming becomes an issue. Should Time of Use (TOU) or other forms of peak pricing become the norm, then such a motivation may occur.

Reference: Communication, Technology and Society, by Leila Green, 2001. London: Sage Publications, chapters 1, 2..

Page 19: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 19November 10, 2004

Project 1010: SCE Smart Therm

Satisfaction with website functionality

Regular Use of Website

Awareness of Website

Access to Website

•Executive Summary: Study Overview

Conceptual Model: Technology Adoption

•Awareness includes the following:Having heard of the website’s existenceKnowing what the website doesKnowing the URL

•Access includes:Possessing technological capabilityHaving a PC and internet access at work.

•Satisfaction with website functionalityUse of and satisfaction with features and functionality

•Regular use: Using the website for thermostat control and program involvement.

Page 20: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 20November 10, 2004

Project 1010: SCE Smart Therm

•Executive Summary: Study Overview

Conceptual Model: Technology Adoption - Diffusion of Innovation(Two alternate models: Schiffman (top), and Rogers (bottom)

Adoption

Knowledge(awareness)

Persuasion(interest)

Evaluation(evaluation)

Confirmation

Decision to try(trial)

Page 21: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 21November 10, 2004

Project 1010: SCE Smart Therm

Should the motivation exist, then for greater use of the online technology: For those uncomfortable with the technology, tie the website offer to the

thermostat installation. For those with technological skills who want to visit the website but have

not done so yet, focus on translating positive attitudes and good intentions into action.

•Executive Summary: Conclusions

As noted in the results, there appear to be two major obstacles to visiting the website. One involves being technologically inexperienced or ill-equipped, and the other involves simply not having prioritized visiting the website.

To address the technology issues, at the time of sign-up into the program, include the website feature as part of the promotion. The most common complaint about the program is the difficulty in programming the manual thermostat, and those who have gone to the website report as being preferable. Yet once they are started on the program, participants note that they do not use the thermostat except to override the curtailment. Getting the behavior set at the beginning of the program will lay the foundation. Thus, when installers come, they would not only install the thermostat and show the participant how to use it, but also they would set up the website for them as well.

To address the lack of follow-up in those who intend to visit the site but have not yet done so, efforts should be focused on turning those good intentions for visiting the website into action. (continued on next page)

Page 22: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 22November 10, 2004

Project 1010: SCE Smart Therm

Invest in frequent, inexpensive mailings to translate customers’ positive attitudes and good intentions into action.

•Executive Summary: Conclusions

Until the need to program the thermostat is extant, users will be content to be on the program for the financial incentives. Should different pricing products become available, programming, including remote access will have more appeal. This research therefore will help facilitate adoption of smart thermostats for other pricing programs, particularly for Time of Use related to seasonality.

Despite the attractive appearance of the mailing and the pen&cord gift, people remembered very little about it until they were prompted. Attitudes about the program and intentions to visit the programmable website are already quite high. Marketing efforts thus need to focus on motivating behavior.

New approaches to motivate visits to the website might involve repeated, regular, inexpensive mailings about the programmable website. This would serve two purposes:

it would prevent customers from simply forgetting their intentions to visit the programmable thermostat website.

small, numerous mailings increase the likelihood of reaching a customer at a time when they have both time and motivation to visit the site, rather than relying on a single mailing that may or may not reach customers at a time that is convenient for them to visit the website.

Page 23: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 23November 10, 2004

Project 1010: SCE Smart Therm

•Mailing: Cover Letter

Dear «name»:

Thanks to you, the SCE Energy$mart ThermostatSM program is helping California’s businesses save energy, money, and the environment. Now the program can help you save time!

Based on your feedback, we are now pleased to offer a Web site where you can program your thermostat schedule and check its operation over the Internet. All you have to do is go to the program Web site:

1.       Go to http://www.sce.com/thermostat

2. Click on the picture of the thermostat or the link to the secure website printed below it

3. Sign on using your ID and password

4.       View your thermostat or download a program schedule

The thermostat web site offers you options for checking the operation of the thermostat or downloading a schedule, via radio from SCE. This new programming option offers the ultimate in flexibility because you can communicate with your thermostat, anywhere, anytime you have Internet access.

Enclosed are some free gifts for you to help remember the Web site. The pen and cord set can be attached to your monitor so you’ll always be able to remember the Web address. The information card includes instructions on how to sign on and save.

         Your userid is «caracct» and is also printed on the information card.         Your DEFAULT logon password is «pinnum» and is also printed on the information card. (Note: If you have logged on to the website

previously, you should use the new password that you have chosen.)

         Note: Your thermostat is located at «meter address».

If you have not logged on to your thermostat website before, you’ll be asked to change the password after your first logon. Simply write your new password down in the space on the information card. Of course, if you misplace any of the information, contact SCE Toll-free at (877) 823-8716.

When you sign on to the Web site, you’ll find further instructions. We hope that you’ll find this process simple, self-explanatory, and flexible. Have fun using this free service from Southern California Edison!

Sincerely,

Mark S. MartinezProgram Manager SCE Energy$mart ThermostatSM Program

Page 24: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 24November 10, 2004

Project 1010: SCE Smart Therm

RESULTS: RESPONSE TO THE

MAILING

Page 25: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 25November 10, 2004

Project 1010: SCE Smart Therm

•Mailing: RecallAmong the customers contacted, approximately two thirds remember receiving SCE’s mailing

regarding MyTstat. Almost all of those who remember receiving it also report having opened the envelope (93%). The better the respondent level of satisfaction with the Energy$mart program, the more likely they were to remember the mailing.

Panelists were more likely to recall the mailing than were the other Wave 2 respondents (74% to 64%), suggesting that increased contact increases awareness and responsiveness.

n=301

Do you remember receiving the mailing?

don't know 10%

no24%

yes66%

74%

59%

0%

10%

20%

30%

40%

50%

60%

70%

80%

Wave 1 Wave 2 Panel

Page 26: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 26November 10, 2004

Project 1010: SCE Smart Therm

•Mailing: Content RecallRecall of the mailing’s contents was very similar to that of Wave 1. The glossy information card

(65%) and letter (53%) were the most memorable contents of the mailing. The pen and cord set (39%) and the bookmark (22%) were mentioned with less frequency. No panelists differences were observed.

Wave 1: n = 78Wave 2: n=121

(includes those who recalled one or more materials)

Note: More than one answer allowed.

Recall of the glossy information card was higher among customers planning to visit SCE’s website (63%) than among those not planning to visit the website (53%).

22%18%

38%

36%

52%62%

65%64%

0% 10% 20% 30% 40% 50% 60% 70%

Information card

Letter

Pen and cord

Bookmark

Unaided Recall of Mailing Contents

Wave 2 Wave 1

Page 27: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 27November 10, 2004

Project 1010: SCE Smart Therm

•Mailing: Actions TakenMost customers read the letter. Unfortunately, despite timing the mailing to arrive during the hotter

months, it was still the case that few respondents were prompted to visit SCE’s website. Twenty percent of the customers surveyed visited the sce.com site, as compared with 15% of customers surveyed in Wave 1.

However, intentions to visit the site in the future remained high, with more than half of respondents reporting intentions to visit the site at a later time. Sixty percent of those who read the glossy card plan on visiting the website, versus 43% of those who did not.

20%

15%

70%

66%

86%

92%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Note: More than one answer allowed

Read letter

Read glossy card

Visted SCE website

Actions Taken From Mailing

Wave 2

Wave 1

n = 152 (includes those who took some action on the mailing)

Page 28: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 28November 10, 2004

Project 1010: SCE Smart Therm

•Mailing: What Worked BestThirty-one customers visited the sce.com website, 27 proceeded to the programmable thermostat site,

and 19 successfully logged on. Those who went to the programmable thermostat site rated the overall helpfulness of the mailing.

Average ratings were very high (1.68 on a scale where 1 means “very helpful” and 4 means “not at all helpful”).

Those who successfully logged on to the website were also asked which of the mailing materials they had found most helpful. Fifty-eight percent (11 customers) believed the glossy card was most helpful, one person each chose the letter and the bookmark as the most helpful materials, and 6 people (31%) did not choose a single part of the mailing as being the most helpful.

n=27 (includes those who visited the sce.com website)

Among all of the mailing items, customers liked the glossy card the most.

Mailing Helpfulness Rating (Among Those Who Visited Website)

1 - Extremely helpful (47%)

2 - Helpful (37%)

3 – Not very helpful (16%)

Means

Wave 2 = 1.68

Wave 1 = 1.64

Page 29: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 29November 10, 2004

Project 1010: SCE Smart Therm

•MyTstat: Future Visit IntentionsMore than half of the customers (52%) who did not visit the programmable thermostat website plan to

visit MyTstat in the future. Unlike results from Wave 1, type of internet connection speed did not seem to influence future plans to visit the website. Intentions to visit are slightly lower in Wave 2.

• Job title is not associated with future intentions, nor is the number of internet activities a person has engaged in during the past 6 months.

• However, younger customers and those who self-rate as more knowledgeable about the internet than others were more likely to report intending to visit the website in the future.

n=varies, refer to chart

50% 42% 8%

55% 36% 9%

54% 34% 11%

52% 39% 9%

57% 30% 13%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Wave 1 Total

Wave 2 Total (n = 158)

Dial-up (n = 35)

High-speed (n = 92)

No computer/ www (n = 12)

Plan to Visit MyTstat

Yes No DK

Page 30: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 30November 10, 2004

Project 1010: SCE Smart Therm

•MyTstat: Reasons for not VisitingBy far, lack of time is the most common reason for not visiting MyTstat. In this wave of data

collection, respondents were much less likely to indicate that they hadn’t yet gotten around to visiting the website; only 7% of customers named this as a reason, as compared with 24% of customers in the previous wave. Instead, issues relating to lack of comfort or experience with computers or the internet, or simply not having access to the website, played a role in not visiting the website.

Note that fewer of the provided explanations resonated with the respondents.

n=158 Note: More than one answer allowed.

1% 1%

4%5%

4% 8%

6% 9%

6% 11%

7% 24%

8% 11%

40% 52%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

No time

Has no computer

Haven't gotten to it yet

Didn't see benefits of programming online

Not comfortable on computers/internet

Not interested

No internet

Didn't understand what to do

Reason for Not Visiting MyTstat

Wave 2 Wave 1

Page 31: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 31November 10, 2004

Project 1010: SCE Smart Therm

•MyTstat: Reasons for not Visiting (Cont’d)Customers’ reasons for not having visited the website tend to be related to whether or not they plan to

visit the website in the future:• Those who have not visited due to time-related constraints are more likely to report that

they will visit the website in the future than are those citing technological issues as reasons for not visiting.

• It is encouraging, however, that a third or more of those citing technological issues (having no computer/internet or not feeling comfortable on the internet) did still plan to visit the website in the future.

• Note that 100% of those who do not plan a visit did not understand what to do, they are not interested, and 89% see no benefit. These findings supports the theory that they have no compelling need, so the persuasion aspect of technology adoption is not being met.

  Plan to visit website in the future?

Reasons for not visiting Yes No DK

No time 71% 21% 8%

Haven’t gotten around to it yet 91% 9% 0%

Not interested 0% 100% 0%

Not comfortable on internet 44% 44% 11%

Didn’t understand what to do 0% 100% 0%

No benefit to online programming 0% 89% 11%

No computer 39% 54% 8%

No internet 33% 67% 0%

 

Wave 2

n=158

Page 32: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 32November 10, 2004

Project 1010: SCE Smart Therm

RESULTS: MYTSTAT USE

Page 33: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 33November 10, 2004

Project 1010: SCE Smart Therm

•MyTstat: Visits and Logging InOf the 31 customers in the telephone survey who logged onto the website (compared to 14 in Wave

1), the majority proceeded to MyTstat, successfully logged in and changed their passwords (19, or 61%). Seventeen of these 19 visitors had high-speed access, and two had dial-up connections. Fourteen indicated that they are more the type that tends to help others with the internet than to receive help themselves.

Of the 8 customers who went to the MyTstat.com website but were unable to log on and change their password, 3 were interrupted by customers or other business concerns, an additional one could not recall whether he had gotten to the point of changing his password, 2 reported problems with their username and password, and two appeared to be somewhat confused about the steps they needed to take.

n=31 n=27

Yes86%

No7%

Don't know/Don't remember

7%

Yes70%

No30%

Logged in and Changed password (among MyTstat users)

Visited MyTstat website (among those who logged on to sce.com/thermostat)

Page 34: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 34November 10, 2004

Project 1010: SCE Smart Therm

•MyTstat: Number of VisitsCustomers who are able to log in tend to return to MyTstat after the initial log in, visiting MyTstat an

average of three times. Wave 2 respondents have logged on more frequently (2.6 times compared to 1.9) than have the Wave 1 respondents, indicating that they are getting more comfortable once they try it.

n=27

Number of Visits to MyTstat (Among MyTstat users)

MeansWave 2=2.58Wave 1=1.91

32%

21% 21%

36%

46%

9% 9%11%

16%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

Once Twice Three times Four times Five or more times

Wave 2

Wave 1

Page 35: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 35November 10, 2004

Project 1010: SCE Smart Therm

•MyTstat: Tasks AccomplishedOnce SCE customers entered the MyTstat website, they tended to explore the site thoroughly, as

evidenced by the many activities that most respondents reported engaging in. Visitors conducted an average of just over 5 activities (5.11). Most common activities were checking the settings, and turning on or off heating and cooling and the fan. Notably, a greater percentage of the website visitors reported using the step-by-step programming than the all-in-one programming.

n = 19 Note: More than one answer allowed.

16%

32%

37%

37%

47%

58%

63%

68%

74%

79%

0% 10% 20% 30% 40% 50% 60% 70% 80%

Checked settings

Turned on/off heating or cooling

Turned on/off fan

Used step-by-step programming

Set up a cooling schedule

Used all-in-one programming

Set up a heating schedule

Read the FAQs

Other

Read the user manual

MyTstat Tasks Accomplished by Wave 2 Website Visitors

Few people read the help manuals, highlighting need

for readily apparent usability.

Page 36: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 36November 10, 2004

Project 1010: SCE Smart Therm

•MyTstat: Web Survey – Evaluating Website FeaturesIn Wave 1, ratings for most elements of the MyTstat website were very high, and they continued to

be as high or higher in this second assessment. Ratings for all features assessed were above 4.5 (although caution must be taken in drawing too many conclusions with such a small sample)

Although the Wave 1 assessment revealed some negative evaluations of the all-in-one programming method, the current wave’s respondents gave it the highest possible rating.

(Where 1 = poor and 5 = excellent for the characteristics; and 1 = Not at all satisfied and 5 = very satisfied for the functions ratings)

Wave 1 Wave 2How would you rate the website on the following characteristics?Ease of logging in 4.53 4.83Overall layout/ use of graphics 4.50 4.83Speed of page load 4.47 4.75Ease of navigation through site 4.07 4.75Quality of the FAQ’s 3.67 4.60Quality of the Web User Interface Guide 4.25 4.75Instructions available for the controls and programming 4.31 5.00Time until automatic logoff 4.29 4.75And how would you rate the online thermostat control functions?Change my password 5.00 4.69Program my thermostat (step-by-step method) 4.13 4.62Program my thermostat (all-in-one method) 3.86 5.00Control my thermostat 4.13 4.70Clarity of instructions provided for thermostat 4.38 4.55

Page 37: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 37November 10, 2004

Project 1010: SCE Smart Therm

•MyTstat: Web Survey – General EvaluationsOverall satisfaction with the website and with the program as a whole was very high. All of the web

survey respondents reported being satisfied or very satisfied.

Moreover, experiences on the website enhanced customers’ opinions of the SCE Energy$mart Thermostatsm program.

When asked what they liked about the website, 5 of the 6 people who responded cited how easy it was to use. One person wrote that she liked the fact that she could control the thermostat from a remote location.

69% 31%

85% 15%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Overall satisfaction withonline programming

Overall satisfaction withSCE Energy$mart

Thermostat program

Very Satisfied

Satisfied

Page 38: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 38November 10, 2004

Project 1010: SCE Smart Therm

•MyTstat ImpactAs with Wave 1 findings, the website for the SCE Energy$mart Thermostatsm program has

contributed to an improved perception of the Program for the majority of MyTstat users, with 58% reporting a “significantly improved” or “improved” opinion. However, one person said their opinion of the SCE Energy$mart Programsm had worsened after using the MyTstat website.

n=19 (includes those who successfully logged on to the MyTstat)

1 - Significantly improved16%

2 - Improved42%

3 - No change32%

4- Worsened5%

DON'T KNOW5%

Impact of Website Experiences on

SCE Energy$mart Thermostatsm Program

Means

Wave 2 = 2.28Wave 1 = 2.27

Page 39: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 39November 10, 2004

Project 1010: SCE Smart Therm

•E$T Program: Manual vs. MyTstat UseThe majority of customers who used MyTstat stated that they are “more likely” or “much more likely”

to use MyTstat again (63%) instead of programming their thermostat manually.

n=19

1 - Much more likely47%

2 - More likely16%

3 - About the same21%

4 - Less likely 11%

5 - Much less likely5%

Likelihood of Using MyTstat Programming versus Manual Programming of Thermostat

(Among MyTstat Users)

Page 40: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 40November 10, 2004

Project 1010: SCE Smart Therm

•MyTstat: Web Survey – Who visited?Thirteen people visited the MyTstat website and completed a survey when they reached the logoff

screen. All 13 indicated that they heard about the website through the recent mailing. Eight had programmed their thermostat before; 5 had not. Seven had never visited the SCE.com website prior to this visit.

In terms of age and job title, those who completed the website survey were similar to those who completed the telephone survey.

However, those completing the web survey had conducted more online activities in the past 6 months than those completing the telephone survey (4.2 versus 2.9, respectively; p < .05). Additionally, the web visitor sample tends to feel more comfortable on the internet (helping others more than the reverse) compared to the telephone sample (p < .01).

Need help35%

Help others36%

Equal29%

Owner, CEO, CFO77%

Manager23%

Age Job Title

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Page 41November 10, 2004

Project 1010: SCE Smart Therm

RESULTS:SCE ENERGY$MART

THERMOSTATsm PROGRAM RATINGS

Page 42: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 42November 10, 2004

Project 1010: SCE Smart Therm

• Manual Programming FrequencyA little more than one third of the customers have manually programmed their thermostat between

two and five times. Twenty-one percent have never programmed their thermostat. Panelists have programmed their thermostat an average of 3.1 times compared to 2.4 times for non-panelists, and 14% panelists have never programmed their thermostat.

nWave 2=301

Wave 1 = 316

24%23%

35%

33%

20%

18%

0%

1%

21%

23%

0% 5% 10% 15% 20% 25% 30% 35% 40% 45%

Once

Two to five times

Six or more times

Tried without success

Never

Wave 1

Wave 2

Number of Times Manually Programmed Thermostat

Page 43: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 43November 10, 2004

Project 1010: SCE Smart Therm

•Overall Program RatingThe majority of customers are satisfied with SCE’s Energy$mart Thermostatsm program, with only 9%

indicating dissatisfaction.

Program satisfaction does not seem to influence plans to visit MyTstat; satisfaction is high among those who plan to visit as well as those who don’t.

Among the 19 customers who visited the MyTstat website, the mean satisfaction level was similar to the sample as a whole (4.32). Fifty-three percent were very satisfied, 37% were satisfied, and 10% (2 respondents) were dissatisfied.

n=varies, refer to chart

Means

Wave 2 Wave 1 W2 Panel

4.10 4.30 4.30

4.38 4.46 4.61

4.08 4.30 4.30

4.00 4.52 4.00 21% 57% 21%

40% 42% 7% 8% 3%

47% 47% 5% 1%

38% 48% 6% 5% 4%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Total (n = 295)

Plan to visit MyTstat (n = 79)

Do not plan to visit MyTstat(n = 62)

DK if will visit MyTstat (n =14)

5 - Very satisfied 4 - Satisfied3 - Neither satisfied nor dissatisfied 2 - Dissatisfied1 - Not at all satisfied

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Page 44November 10, 2004

Project 1010: SCE Smart Therm

•Drivers of Overall Satisfaction with the Program

DISCUSSION

The fact that w2 panelists reported greater overall satisfaction with the SCE Energy$mart Thermostatsm program led for an exploration of possible drivers. What emerged was this: Those who manually programmed their thermostat 2-5 times were more content than those who programmed it only once or never, or 6 or more times. While there were only 18 respondents, those with no computer or internet access (a proxy for technology expertise and interest) had the highest satisfaction ratings. Managers and IT staff (while statistically not robust for solid conclusions) tended to have lower satisfaction ratings than owners and other senior personnel . Those aged 29-58 had higher ratings of satisfaction (about 4.15) than did others (below 4.0) but this was slight.

Conclusion: Satisfaction with the program appears to be associated with seeing that the manual thermostat works well, and having its presence not be an additional burden of work. New technology always requires a learning curve, and dedication of time. Perhaps for this reason managers were less satisfied since for them the thermostat could be an additional required task where none had existed. Panelists likely had the highest satisfaction because the survey itself disseminates information about the program and SCE’s commitment, despite the fact that they were not as technologically proficient (as reflected by the slowed adoption of high speed connections) than were other wave 2 respondents.

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Page 45November 10, 2004

Project 1010: SCE Smart Therm

“What comments do you have about the SCE Energy$mart Thermostat Programsm in general?” As in Wave 1 of the telephone survey, customers were generally positive about the program.

• They frequently reported liking the energy- and cost-saving aspects of the program.• Suggestions for improvement focused on better explanation for programming the thermostat and better customer service. •Several customers noted that they were disappointed that the rebate amounts had been reduced, and several others reported that on some days or at certain times of day it became uncomfortably hot in their office.

‘I believe it’s an excellent program.’

‘I just enjoy it because I don’t use as much energy. [It] prevents overuse and cost. A small businessman has to watch his dimes and pennies.’

‘I liked it the first year when we got more money back, but other than that it’s great.’

‘I like it, yet it gets hot about 3PM.’

‘I like the program. I don’t find it easy to program manually . I’ve had staff try to program it from the internet without success. I haven’t tried it and I intend to.’

‘It would be nice to have someone who can help you go through it at least once.’

‘Everything seems to be fine except that I called SCE one time last month. It took them about a week and a half for them to come out. The technician just showed up without notifying us ahead of time that he was coming.’

•E$T Program: Additional comments

n=301

Page 46: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 46November 10, 2004

Project 1010: SCE Smart Therm

RESULTS: SAMPLE

CHARACTERISTICS AND DISPOSITION

REPORT

Page 47: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 47November 10, 2004

Project 1010: SCE Smart Therm

• Firmographics: Internet Expertise and ConnectionCustomers are generally comfortable using the Internet. Thirty-six percent stated that they are more

likely to help others than to need help, and 29% stated they are as likely to help others as to need help.

More customers appear to be investing in high-speed internet connections; about 64% currently have high-speed connections at work, as compared with only 50% of customers at the Wave 1 assessment. This may increase use of the MyTstat website, as those with high-speed connections are more likely to visit the site than those with dial-up connections (p < .05).

n=257Wave 2 n=301

Need help35%

Help others36%

Equal29%

Internet Expertise: I am most likely to… Internet Connection

12%2%1%

7%7%7%

31%24%

38%

50%64%

54%

0% 20% 40% 60% 80%

Don't know

No computer

Dial-up

Highspeed

Wave 2 panel

Wave 2

Wave 1

Page 48: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 48November 10, 2004

Project 1010: SCE Smart Therm

• Firmographics: Internet ActivitiesThe most common internet activities among customers include researching products/services,

making retail purchases, and conducting online banking/stocks transactions. An average of 2.9 internet activities were conducted by program customers during the last 6 months.

n=241 Note: More than one answer allowed.

16%

17%

35%

45%

50%

71%

88%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90%

Research products,services

Retail purchase

Online banking/stocks

Used Ebay

Listen to audio/watch video

Download music files

Create web content

Internet Activities During Past Six Months

Page 49: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 49November 10, 2004

Project 1010: SCE Smart Therm

•Firmographics: Job Title and AgeThe average customer age is between 40 and 58 years old.

The majority of the customers are owners, CEO, or CFO of their company.

n=301 n=301

2 - 29 to 3918%

3 - 40 to 5852%

4 - 59 to 7427%

5 - 75 or older0%

1 - 18 to 283%

Owner, CEO, CFO71%

VP, director3%

Manager21%

IT1%

Other1%

Admin3%

Page 50: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 50November 10, 2004

Project 1010: SCE Smart Therm

•Discussion

What would it take for SCE Energy$mart Thermostatsm program participants to adopt the web-based programming?

How can we apply these results to other programs in SCE?

Can we combine the results of several studies to better understand web-based and other forms of technology adoption?

How might the results be different for different kinds of consumers?

OTHERS??

Page 51: Population Research Systems a subsidiary of Freeman, Sullivan & Co. 100 Spear Street, 17 th Floor San Francisco, CA 94105 Tel (415) 777-0707 (415) 777-2420.

Page 51November 10, 2004

Project 1010: SCE Smart Therm

•Disposition Report: Telephone SurveyDISPOSITION CODE DESCRIPTION RECORDS

1100 Complete 3021200 Partial/Incomplete Interview 32110 Refusal Eligible 362210 Respondent Never Available 272221 Answer Machine/LEFT MESSAGE 1262320 Phys/Mentally Unable2330 Language Barrier 183120 Busy 93130 No Answer 513210 Unknown Elig. Refusal/No Scrnr 254100 Not Qualified 44200 Fax/Data Line 84310 Non-Working Number 244320 Disconnected Number 64510 Non-Business Number 114700 No Eligible Respondent 344800 Quota Full 1175000 Null Attempt5100 Callback elig unknown5200 English Callback

TOTAL ATTEMPTED 801 Not Attempted 423

TOTAL SAMPLE 1224


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