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Set up journey

Louise Cato -

Introduction

Budget Simulator is quick and simple to set up. This article sets out the steps to get your Budget Simulator deployed and ready for launch. It provides an overview with links to further knowledge base articles which can help you with things like how to prepare your content and how to use the admin interface.

A handover call will take place between you, the sales consultant and your account manager to confirm time frames and answer any questions. Your account manager will be with you every step of the way and they'll be on hand to offer a screen share session as well as advise on how to build an engaging consultation.

Our priority is to get your site deployed first so that you can begin populating the content as this is the most intensive part of the process. Your account manager will then be on hand to collate all the details to style your Budget Simulator to be as effective as possible.

  1. Decide on a URL
  2. Deploying your Budget Simulator
  3. Decide on the structure of your service areas
  4. Start populating your service areas
  5. Provide us with your styling details
  6. Budget Simulator training
  7. Think about promotion
  8. Going live

 

Step 1: Decide on a URL

We will need you to supply and confirm the URL you wish to use before we can start deploying the platform. 

You'll need to decide on your preferred URL for Budget Simulator. This will usually follow the format of https://<yourorganisationnamehere>.budgetsimulator.com

For a version in a language other than English you will need to provide a URL in the format of https://<your-translated-name-here>.budgetsimulator.com

For those customers having multi-language Budget Simulator e.g. the same consultation in different languages, you will need to provide a URL for each language. 

 

Step 2: Deploying your Simulator

Once your URL is confirmed with your account manager, the platform will be deployed. This will normally take place on a Wednesday, but do discuss this with your account manager and have a date for deployment agreed.

Once the site is deployed, we will give you your admin account and password so you can access the admin dashboard - this is where you will add your content and eventually monitor responses. Once you have received your admin account and password you are then able to populate the site with your content.

Your account manager will be on hand to offer support and you have access to various Knowledge Base articles, set up guidance and templates to allow you to start preparing your content.

 

Step 3: Decide on the structure of your service areas

The best place to start writing content is to consider how your consultation will be structuredUse our Groups and Items Template to collate your slider groups, items and financial info. By developing a clear structure early you will be able to create copy for each group systematically, populate the platform quickly and divide the work between departments without confusion. 

 

Step 4: Start populating your Simulator 

Once you have your structure template filled in, you can populate content. 

You can type your content directly into the text boxes for each section of the admin settings and it's also possible to copy and paste from existing documents. The Budget Simulator text editors have a toolbar which allows you to paste from Microsoft Word.

If pasting from Word please make sure you use the 'Paste from Word' option as Word can sometimes apply formatting which can be incompatible with websites.

Alternatively you may wish to use our Consequences Template to collate the information first, this may be useful if you need to start writing copy before your site is deployed, or if you are collecting content from across teams. 

 

Step 5: Provide us with your styling details

In order to style your Budget Simulator we will require a number of details in order to theme the application in line of your organisation.

This list of set up requirements lists out all the information and details we need from you to theme you Budget Simulator. Once received, your account manager will theme your site and will liaise with you to ensure the best result is achieved.

Referring to this theming guide will also aid this process and help explain which elements of the Budget Simulator are editable and able to be themed.

 

Step 6: Budget Simulator training

While the platform is being set up we will take the opportunity to run a screen share training session with you, showing you around the tool, how it works and how to run an engaging consultations with it. 

There are also opportunities for your account manager to visit you for a more bespoke training session, and if you feel that would be helpful just let us know.  

 

Step 7: Think about promotion

We are keen to help you in whatever way we can to ensure you are able to run an engaging and successful exercise. Having the tool is just the first step; getting the word out there is very important, and you need to consider how you are going to compel people to get involved.

We are happy to have a chat with you about your expectations and, with our experience of these projects, offer guidance on the promotional avenues which may work best for you. We also have a success guide and promotional tips doc, both of which may help spark some inspiration. 

 

Step 8: Going live

Once you have filled in all your content, had it QA'd, internally tested, got your comms all lined up, you are almost ready to go live! You have the power to control when you open your simulator - by selecting the 'open simulator' button you will invalidate any test responses you have put in during your set up and you will have a clean slate from which to start your consultation. You will of course still have access to the admin side of your site to monitor responses using your usual admin password. 

Ongoing support and feedback 

If there is anything we can do to support you after your consultation has gone live, please let us know.

We'll keep in touch with you and will be here for support enquiries, guidance on analysing results and waiting in the wings should there be anything we think you could do to increase engagement with your platform. 

We like to keep up to date with all of our customers after their simulator goes live so please feel free to call us for a chat if there is anything you think we could to do help. 

 

 

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