Need Help?
If you can’t find an answer to your question on this page, please e-mail customer service or call 303-444-7788 and we’ll do our best to assist you.
Why should I create an account?
How do I create an account?
What’s an organization code?
Where do I find My Account information?
Do I have to log in every time?
What if I forget my login information?
Why can’t I get to the content I want to see?
What is My E Source?
How do I submit a Member Inquiry?
How do I get to my services?
How do I get to my studies?
Where are my reports?
Can I tag content I want to go back to?
Where are my newsletters?
Can I get newsletters by e-mail?
What’s an RSS feed?
How do I create a new E Source RSS feed?
Where do I read my E Source RSS feeds?
Why don’t I get any results from my E Source RSS feed?
How do I delete or change an E Source RSS feed?
Where’s the latest stuff?
How do I use the Resource Center?
How do I find a specific report or information on a specific topic?
What’s the best browser and setup for using esource.com?
Creating an account on esource.com will get you access to My E Source, from which you can subscribe to our newsletters, create RSS feeds, and save your favorite reports. If your company is an E Source service subscriber, entering your organization code will attach your individual account to the subscriber account, getting you all of the reports, newsletters, and events released by the services your company subscribes to.
Click the “Create an account” link under the login box on the home page to get started. You only need to provide your name and a valid e-mail account and choose a password. If your company is a service subscriber and you have the organization code, you can enter that at the same time or let us know later.
Each E Source member company has a unique code assigned to it. This organization code connects your login information on the web site to your company’s account, granting you access to all of your subscription materials. You can enter this code when creating an account or on the My Account page. If you don’t have your organization code, please contact us and we’ll be happy to help you get started.
At the top right corner of esource.com, there is a My Account link. On the My Account page, you can view and change your login information (your username and e-mail address) and your profile information. You can also enter an organization code on this page if you didn’t have it when you originally created your account.
Beneath the login fields on the home page, there is a check box labeled “Remember me.” Enter your login information—username and password—in the boxes, then check the box. After that, you will stay logged in until you choose to log out.
Your username is, by default, the e-mail address you used to create your profile. If you’ve forgotten which e-mail account you used to sign up, please contact customer service for assistance.
If you forget your password, click the “Problems Logging In?” link beneath the login fields on the home page. If you created a security question when you registered with esource.com, you can access your content by answering the question. Otherwise, we’ll e-mail you a temporary login link that will let you access the site. Once you’re temporarily logged in, click My Profile at the top right of the page to edit your password; you can also edit or add a security question on this page.
If you’re having trouble getting to our content, chances are that either you’re not logged in or you don’t subscribe to the service the content has been released to. If you think you should have access, please contact us.
My E Source is an all-in-one access point for everything you subscribe to on esource.com. You can set up RSS feeds, save your favorite reports, sign up for newsletters, update your account information, and more. All of your news and research is listed here, and the content is automatically updated when something new is published. Click on My E Source in the black menu bar anywhere on the site to view everything that comes with your account.
On the right-hand side of My E Source is a box titled “Member Inquiry.” In it, there’s a “Submit a Member Inquiry” link that opens a form where you can send us your question. You can also view a list of questions other members have asked us—you might find your answer there! The Member Inquiry box is also available on our home page after you’ve logged in—click the E Source logo in the top left corner of any page on esource.com to go back to the home page.
On the left-hand side of My E Source, there’s a box titled “My Services.” All of the services you subscribe to are listed there. If you don’t see a service you think you should, please contact us. Clicking the service name will take you to the service landing page. Remember that, with very few exceptions, all of the content from the services you subscribe to will be listed in the Latest Research and Latest News boxes on My E Source.
On the left-hand side of My E Source is a box titled “My Studies.” All of the studies your organization has purchased are listed there. If you don’t see a study you think should be there, please contact us.
Research content from all of the services you subscribe to will appear in the Latest Research box at the top center of My E Source. The five most recent pieces of research will appear on the main My E Source page; click the “View All” link at the bottom of the box to get a list of everything that’s available.
My E Source allows you to tag reports that you want to come back to, whether because you haven’t yet had time to read them or because you want to keep them handy for future reference. Your tagged reports are listed in the Favorites box at the top left of My E Source. You can add up to 25 reports to this list—and you can easily delete the links to things you no longer need.
To add a report to your list, look for the “Add this page to favorites” button in with the site tools. Click that button when you’re in a report you want to add to your list, and My E Source will tag it for you. (If the report is a PDF, click its title in the Latest Research or Latest News list on My E Source to get the Add button to appear.) To delete a favorite, click the “delete” link beneath it in the Favorites box.
Articles from all of the newsletters created by the services you subscribe to will appear in the Latest News box in the bottom center of My E Source. The five most recent newsletters will appear on the main My E Source page, and you can click “View All” at the bottom of the Latest News box to see past issues.
On the left side of My E Source, there’s a box titled “My Newsletters.” All of your current newsletter subscriptions are listed there. At the top right corner of the box is a “Manage” link, which takes you to a list of newsletters E Source produces. Just check the boxes for the newsletters you’re interested in, then click “Save Subscriptions.” The newsletters will be sent to the e-mail address in your account profile.
RSS (Really Simple Syndication) is a format for delivering regularly changing web content as new updates become available. RSS content is delivered as feeds that can be displayed with any popular news reader. Want to learn more? Read the Wikipedia article on RSS.
At the top right corner of the My RSS Feeds box is a “Manage” link. This takes you to a page where you can create new E Source RSS feeds. For best results, we suggest making your RSS feeds by top-level category, filtering within each category only. Why? Because choosing multiple items within a category creates an “or” statement that will catch reports on any item chosen, but choosing multiple top-level categories creates an “and” statement—that is, the results must fit into both top-level categories, which will limit your results. For example, if you choose the topic “Customer Service” and the service “E-Business,” you will only be notified of reports created for the E-Business service on the customer service topic. If your feed only has the topic “Customer Service” selected, however, you’ll be notified when any of our services puts out content in that topic category.
On the left-hand side of My E Source is a box titled “My RSS Feeds.” Links to the E Source RSS feeds you create will appear here. You can also pull E Source RSS feeds into your preferred RSS reader.
If you’re not getting any results from an RSS feed, it’s mostly likely that there are too many categories applied. Try recreating your RSS feed and using only one top-level category.
The “Manage” link on the My RSS Feeds box on My E Source will also let you modify or delete existing E Source RSS feeds.
In the middle of My E Source, you’ll see the most recent publications from the services you subscribe to, broken into two categories: Latest Research (our larger reports) and Latest News (articles from recent newsletters). Each box lists the five most recent publications in that category, and the “View All” links at the bottom of each will take you to the Resource Center, prefiltered to show only that type of information.
The E Source Resource Center allows you to filter through all of the content that E Source produces to find just what you need. You can filter by topic, business and facility type, market sector, content type, service line, or permission. By default, the permission filter is set to show everything that E Source produces, but you can add a filter to show only what’s been released by the services you subscribe to.
The filters are set on the right side of the Resource Center. Click the + button beside each category to view all of the choices within it; click the – button to close the outline. Click the filter you want to use, and the Resource Center will refresh to apply it; to remove a filter, click the red X beside it. All filters applied are listed at the top of the page; you can remove filters in this box too, by clicking either the X button or the “remove” link beside each one or by clicking the “remove all filters” link at the top of the filter box.
The Resource Center allows you to filter by topic, business and facility type, market sector, content type, service line, or permission; by default, it’s set to show everything that E Source produces, but you can change the permission filter to show only what’s been released by the services you subscribe to.
You can also use the search function to find information on esource.com. Enter key words in the Search field—in the green section at the top right of the window—to check the entire site. If you enter more than one word, the search will assume that you want it to look for both. If you want to search for a specific phrase, put it in quotes; if you want to search for two or more terms showing up separately, put the word OR between them in the search box. Once you’ve got your list of results, you can get more specific by using the “search within results” box, located at the top of the filters list on the right-hand side.
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