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:

名前
Manager Name
Trip Dates
Trip Arrival/Departure Cities
Type of Arrangements Needed (Flight/Rental Car/Both)
…など。

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
Step 2: Add Additional Fields (Optional)
Step 3: Configure Your Travel Request Form Settings
ステップ4：フォーム通知を構成する
Step 5: Configure Your Form Confirmations
Step 6: Publish Your Form to Your Website

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.

次に、新しいフォームを作成する必要があります。

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.

Selecting the Travel Request Form template

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

Customizing the Travel Request Form template

You’ll see fields for the following:

Employee Name
Eメール
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:

Adding a File Upload field to a travel request form

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

Step 3: Configure Your Travel Request Form Settings

まず、設定 » 一般に移動します。

ここで次の設定を構成できます：

フォーム名 — 必要に応じて、ここでフォームの名前を変更します。
フォームの説明 — フォームの説明を入力します。
Tags — Organize your WordPress forms with tags.
送信ボタンのテキスト — 送信ボタンのコピーをカスタマイズします。
Submit Button Processing Text — Change the text that shows while your form is submitting.

詳細設定セクションの下には、次のこともできます。

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.
AJAXフォーム送信の有効化 — ページリロードなしでAJAX設定を有効にします。
WordPressへのエントリー情報の保存を無効にする — GDPR要件を遵守するために、IPアドレスやユーザーエージェントなどのエントリー情報とユーザー詳細の保存を無効にすることができます。簡単な連絡フォームにGDPR同意フィールドを追加する方法については、ステップバイステップの説明をご覧ください。

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

最新のスパム対策の有効化 — 迷惑メール対策でWPFormsの最新のスパム対策を停止します。新しいフォームではデフォルトで自動的に有効になりますが、フォームごとに無効にするかどうかを選択できます。この組み込みスパム保護は、バックグラウンドでシームレスに実行され、フォームを安全に保ちます。CAPTCHAなどの別のセキュリティレイヤーと組み合わせることもできます。
Enable Akismet anti-spam protection — If you use the Akismet plugin, you can connect it to your form.
国別フィルターの有効化 — 特定の国からの送信をブロックします。
キーワードフィルターの有効化 — 特定の単語やフレーズを含むエントリーを防ぎます。

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

Next, click Save.

ステップ4：フォーム通知を構成する

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

In fact, unless you disable this feature, whenever someone submits a form on your site, you’ll get a notification about it.

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.

この手順については、WordPressでフォーム通知を設定する方法に関するドキュメントをご覧ください。WordPressでフォーム通知を設定する方法。

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.

これを行う方法については、WordPressで複数のフォーム通知を送信する方法のステップバイステップチュートリアルをご覧ください。

最後に、メール全体のブランディングを統一したい場合は、メールテンプレートにカスタムヘッダーを追加する方法のガイドをご覧ください。

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.

WPForms has 3 confirmation types:

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.
ページを表示。この確認タイプは、顧客をサイト上の特定の感謝ページに誘導します。これを行う方法については、顧客をサンキューページにリダイレクトする方法のチュートリアルをご覧ください。
URLに移動（リダイレクト）。このオプションは、ユーザーを別のウェブサイトに送信したい場合に使用します。

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.

To start, click on the Confirmations tab in the Form Editor under Settings.

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.”

Customizing the travel request form confirmation message

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.

Next, WPForms will ask you to name your page. Type the title for the page into the box and click Let’s Go!

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.

フォームの作成準備はできましたか？最も簡単なWordPressフォームビルダープラグインで今日から始めましょう。WPForms Proには多くの無料テンプレートが含まれており、14日間の返金保証が付いています。

この記事がお役に立った場合は、FacebookとTwitterでフォローして、WordPressの無料チュートリアルやガイドをさらにご覧ください。