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How To Create A Custom Travel Pre-Brief

Jovito Salem avatar
Written by Jovito Salem
Updated over a month ago

When it comes to Foreign Travel submissions, Admins and Security Managers have the ability to display a custom pre-brief that users will see immediately before completing their travel. This is a handy tool to add your own instructions, links, and warnings to better prepare employees for their trips abroad.

To create a custom pre-brief:

  1. Click the Travel icon in the left side panel.

  2. Select Settings in the top-right corner.

3. In the Pre Brief section, click Enable Pre-Brief and set the custom pre-brief text to Yes.

4. From here, you can type any custom instructions. If you'd like to add some special formatting to organize your info better, you can use HTML directly within the text window. More instructions are in the section below.

Using HTML

Using HTML, you can format the text to make your information easier to digest or even just make it pop a little more for your employees. Some common tags include:

  • Header tags (eg. <h3></h3>)

  • Link Tags (eg. <a href="">Click Here</a>

  • Image tags (eg. <img src=""/>)

For example, the HTML below shows how you can add headers, links, and an online hosted image all in one pre-brief:

Please read the Pre-Brief instructions below!

<h3>Steps To Take While Abroad</h3>

- Step 1: Don't Panic
- Step 2: Remember Step 1

<h3>Important Info</h3>

Ensure you have proper documentation on you at all times. For more information:
<a href="https://help.signinsolutions.com/compliance/en/">CLICK HERE</a>

This is the same link, but coded so that you can see the whole thing:
<a href="https://help.signinsolutions.com/compliance/en/">https://help.signinsolutions.com/compliance/en/</a>

This is an image hosted online and added between the quotation marks:
<img src="https://signinsolutions.com/hubfs/Creatives/Logos/Sign%20in%20family%20logo.svg" alt="Logo" />

Users will then see this in their Pre-Brief:

If you'd like to use the example code above as a starting guide, you can try it out with your own text/images by removing these items and replacing them with your own:

  • In between the <h3> tags, remove Steps To Take While Abroad and Important Info

  • In between the <a href> tags, remove the hyperlinks with your own, keeping it in-between the quotation marks. You can also replace the CLICK HERE text with your own. When a user clicks that text, they will follow your custom link.

  • In between the <img> tags, add your own image link in-between the quotation marks. Alternatively, if your image is not publicly hosted, you can convert the image into base64 and paste in the entirety of that code in lieu of a link.

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