Balancing Act is a budget simulation tool that engages stakeholders to help leaders make tough choices. It is available through our Marketplace.

If you have added Balancing Act to your EHQ license, you will most likely want to integrate it into one, or multiple, of your project pages.

TL;DR

Balancing Act simulations can be engaged on within EHQ. Here is a quick checklist to get your simulation and EHQ page ready to go:

  1. Build your simulation in your Balancing Act account
  2. Publish your Balancing Act simulation
  3. Grab the simulation link and get in touch with our support team to help you embed it into your EHQ project page.
  4. Prepare your EHQ project page for launch.
  5. Launch!

Our integration is visual in nature, meaning that at this point in time there is no data sharing between both tools for privacy and security reasons. Nevertheless, you can integrate Balancing Act into EHQ to achieve a seamless experience for your participants.

Balancing Act as an EHQ Tool

We can help you integrate Balancing Act visually so that it appears as another tool in the project page tool tab, alongside any other engagement tools in EHQ. We do this by re-purposing a Guestbook tool to show Balancing Act instead.

In the above project, the "Build Your Own Budget" tab hosts Balancing Act. You can see the live example here. Upon clicking into the tool, Balancing Act will open in its own standalone page, just like most other EHQ tools.

This integration currently requires some help from us to achieve a seamless look and feel. Please get in touch with us for assistance when you are ready to launch the page.

Since you are managing EHQ and Balancing Act through two separate portals, there are two sets of settings to be considered.

EHQ

You can very much manage your page as normal, just keeping in mind that a project page needs to have the Guestbook tool available to host Balancing Act. We can't see any circumstance in which you would want to maintain a Guestbook alongside Balancing Act, so this should be safe.

Secondly, the project page can either be in Public or Protected visibility. Panel mode will not work with Balancing Act.

Third, the participant type of the Guestbook tool is ignored for the integration, but the Guestbook has to be published for this to work.

Balancing Act

While there are a lot of different options in Balancing Act to customise the community's experience, there are no specific options that you would need to have enabled for the integration to work.

When you are ready to start engaging on your budget, make sure to publish the simulation and use that link when embedding the simulation back into EHQ. Do NOT use the preview link!

As a way of example, this is the link you will need to provide to our support team to help with the embed.

If you have any questions or would like to explore more ways to integrate Balancing Act, please get in touch with us.

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