How to Create an Online Travel Request Form in WordPress

Are you looking for a way to easily create an online travel request form for your WordPress website?

When employees of your business need to take work trips, you’ll need a way from them to request reimbursement for the expenses.

So in this post, we’ll show you how you can quickly add an online travel request form to your site, without hiring a developer.

Create Your Online Travel Request Form Now

What Is a Travel Request Form?

A travel request form is a form that gathers trip details from your employees so you can approve expenses for their travel. It’s a great way to streamline your employees’ requests for travel.

The form can gather all the info that your HR or admin team will need about the traveler. That way, you can send organized information on to the authority who needs to approve it, before the trip can be made.

If you’ve got a lot of outside salespeople who travel often, locally or nationally, you’ll want a way to organize reimbursement requests and the approval process.

A good online travel request form collects specific details about the trip and traveler like:

• Nome
• Manager Name
• Trip Dates
• Trip Arrival/Departure Cities
• Type of Arrangements Needed (Flight/Rental Car/Both)
• ...e mais.

When building an online travel request form, you’ll want to look for a form builder that lets you add or remove form fields.

That way, your employees can request travel time that’s work-related as well as request things like a leave of absence for medical reasons. In this case, you could add a file upload field to collect a doctor’s note or other documentation about their leave. You can check some health and wellness templates offered by WPForms as well.

We’ll show you exactly how to do that and how to use an online travel request form template and customize it to your liking next.

How to Make An Online Travel Request Form

So let’s go ahead and get started. We’ll be using the WPForms travel request form for employees template for this tutorial.

Step 1: Open the Travel Request Form Template

Using WPForms is the easiest way to make an online travel request form in WordPress. WPForms comes with 2,100+ WordPress form templates for every niche and industry, including an online travel request form template.

So, the first thing you’ll need to do is install and activate the WPForms plugin. For more details, check out this step-by-step guide on how to install a plugin in WordPress.

Em seguida, você precisará criar um novo formulário.

To start, go to WPForms » Add New, and name the form. Then, scroll down to the section labeled Select a Template and type “travel request” into the search bar.

Once the pre-built online travel request form template loads, most of the work is already done for you.

You’ll see fields for the following:

• Employee Name
• E-mail
• Employee ID
• Manager / Supervisor
• Reason for travel
• Travel arrangements needed (Flight, Hotel, Rental Car, and Other)
• Departure City
• Arrival City
• Departure Date
• Return Date
• Additional Information

Want to see a live version of the online travel request form in action? Head over and check out our online travel request form demo.

Step 2: Add Additional Fields (Optional)

You can add additional fields to your travel request form by dragging them from the left-hand panel to the right-hand panel.

Then, click on the field to make any changes. You can also click on a form field and drag it up or down to rearrange the order on your travel request form.

For example, if you want your travel request form to ask for a document, you could easily add a file upload field.

Simply head to the Fancy Fields section on the left and drag the File Upload field onto your form on the right, like so:

When your travel request form looks the way you want it to, click on Save.

Step 3: Configure Your Travel Request Form Settings

Para começar, vá para Configurações » Geral.

Aqui você pode configurar o seguinte:

• Nome do Formulário — Altere o nome do seu formulário aqui, se desejar.
• Descrição do Formulário — Dê uma descrição ao seu formulário.
• Tags — Organize your WordPress forms with tags.
• Texto do Botão Enviar — Personalize o texto do botão de envio.
• Texto de Processamento do Botão de Envio — Altere o texto que aparece enquanto seu formulário está sendo enviado.

Under the Advanced section, you can also:

• Add CSS Classes — Style your form or submit button with CSS.
• Enable Prefill by URL — Automatically fill some fields in your form using a custom URL.
• Ativar envio de formulário AJAX — Ative as configurações AJAX sem recarregar a página.
• Desativar o armazenamento de informações de entrada no WordPress — Você pode desativar o armazenamento de informações de entrada e detalhes do usuário, como endereços IP e agentes de usuário, em um esforço para cumprir os requisitos do GDPR. Confira nossas instruções passo a passo sobre como adicionar um campo de acordo com o GDPR ao seu formulário de contato simples.

After you’re done with the general settings, move on down to the Spam Protection and Security settings.

• Ativar proteção moderna contra spam — Interrompa o spam em formulários de contato com a proteção moderna contra spam do WPForms. Ela é ativada automaticamente por padrão em novos formulários, mas você pode escolher se deseja ativá-la ou desativá-la em cada formulário individualmente. Essa proteção contra spam integrada funciona perfeitamente em segundo plano para manter seus formulários seguros. Você também pode combiná-la com outra camada de segurança, como um CAPTCHA.
• Enable Akismet anti-spam protection — If you use the Akismet plugin, you can connect it to your form.
• Habilitar filtro de país — Bloqueie envios de determinados países.
• Enable keyword filter — Prevent entries that include specific words or phrases.

And you can also set up your preferred CAPTCHA. Check out our complete guide to spam prevention for more details.

Next, click Save.

Etapa 4: Configurar as Notificações do Seu Formulário

Notifications are a great way to send an email whenever someone submits a travel request form online.

Na verdade, a menos que você desative este recurso, sempre que alguém enviar um formulário em seu site, você receberá uma notificação sobre isso.

If you use Smart Tags, you can also send a notification to people who fill out your travel request form, letting them know you’ve received their form and will be in contact shortly if need be. This assures people their request form has gone through properly.

You can also add important information to the notification email like details on how the travel approval and reimbursement process works at your small business.

Para obter ajuda com esta etapa, consulte nossa documentação sobre como configurar notificações de formulário no WordPress.

Something incredibly helpful to try with this kind of form is to send more than one notification when someone fills it out. For example, you can send a notification to yourself, plus one to the person who filled it out, and another to anyone in HR letting them know that they’ve got a new travel request in their inbox to review.

Para obter ajuda com isso, confira nosso tutorial passo a passo sobre como enviar várias notificações de formulário no WordPress.

Por último, se você quiser manter a consistência da marca em seus e-mails, pode conferir este guia sobre como adicionar um cabeçalho personalizado ao seu modelo de e-mail.

This will give your form a professional touch and make people filling it out feel more at ease.

Step 5: Configure Your Form Confirmations

Form confirmations are messages that display to people once they submit a form on your website. They let people know that their form has gone through and offer you the chance to let them know what the next steps are.

O WPForms tem 3 tipos de confirmação:

1. Message. This is the default confirmation type in WPForms. When someone submits a form, a simple message confirmation will appear letting them know their form was received and is being processed.
2. Show Page. This confirmation type will take customers to a specific web page on your site thanking them. For help doing this, check out our tutorial on redirecting customers to a thank you page.
3. Ir para URL (Redirecionar). Esta opção é usada quando você deseja enviar pessoas para um site diferente.

Ok so, let’s say we want to use a Message confirmation type to let people know it takes 3 business days to hear back about travel request approvals.

So let’s go ahead and check out how to set up a simple form confirmation in WPForms so you can customize the message people will see when they fill out a travel request form on your WordPress website.

Para começar, clique na guia Confirmações no Editor de Formulários, em Configurações.

Next, select the type of confirmation you’d like to create. For this example, we’re selecting Message and writing “Thanks for submitting your travel request! We’ll let you know if it’s approved or denied within three business days.”

Once you’ve customized the confirmation message to your liking, click Save.

Step 6: Publish Your Form to Your Website

Now that your online travel request form is built, let’s go ahead and publish it on the web.

Start by clicking on the Embed button at the top of the form builder.

And then when the Embed in a Page notification pops up, go ahead and click on Create New Page.

Em seguida, o WPForms pedirá para você nomear sua página. Digite o título da página na caixa e clique em Vamos Lá!

Now WPForms will open up a new page for your travel request form. Next, go ahead and click Publish or Update at the top to publish the form on your site.

Great job. So now you can let your employees know they can submit travel requests online by using your business’s website.

And there you have it! You now know how to create a travel request form in WordPress.

Create Your Online Travel Request Form Now

Next, Improve Hiring With a Job Application Form

You can start building your travel request form now by using WPForms Pro. WPForms Pro is the easiest and best way to get professional forms on your WordPress website (without even needing to pay a web developer!).

Not only does it come with a free travel request form template that you can use internally, but it also includes tons of other amazing features to use to start getting more leads online.

• You can use features like Conversational forms to make your website forms convert like crazy, and increase your sales
• It’s the most beginner-friendly WordPress contact form plugin
• The File Upload field so you can accept documents through your forms
• Awesome User Journey tool that shows you where your form users have been on your site.
• It lets you create a multi-page form to break the form into multiple pages and enhance the user experience
• It integrates with the most popular email marketing services
• It’s fully responsive and forms look great on all devices
• Conditional logic helps you keep your forms clutter-free to keep visitors focused on completing the form
• You get access to priority support from a friendly and knowledgeable team

So, ready to start making your online travel request form right now? Go ahead and get started today with the world’s best form plugin. WPForms Pro includes a free travel request form template and offers a 14-day money-back guarantee, so you’ve got nothing to lose.

Hiring more employees soon? Check out our tutorial on how to create a job application form in WordPress so you can widen your candidate pool.

Pronto para criar seu formulário? Comece hoje mesmo com o plugin de criação de formulários WordPress mais fácil. WPForms Pro inclui muitos modelos gratuitos e oferece uma garantia de devolução do dinheiro em 14 dias.

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