Travel Preferences Questionnaire Template

The best travel recommendations start with real data about your client's preferences. This questionnaire uncovers travel style, preferred regions, activity interests, bucket list destinations, and budget in a single sitting — giving you everything you need to pitch the right trips to the right people.

Use this template

Last updated 21 August 2026

Fields in this template

Full Namerequired
Email Addressrequired
How would you describe your travel style?required
Adventure & Outdoor · Relaxation & Wellness · Cultural Immersion · Culinary Exploration · Luxury & Indulgence · Budget & Backpacking · Family-Focused · Eco & Sustainable Travel
Typical Trip Lengthrequired
Weekend getaway (1–3 days) · Short trip (4–6 days) · One week · Two weeks · Three weeks or more · Varies greatly
Preferred Accommodation Stylerequired
Luxury hotel or resort · Boutique hotel or B&B · Vacation rental or apartment · Hostel or budget guesthouse · Camping or glamping
Preferred Destination Regions (check all that apply)
Europe · Southeast Asia · Latin America · North America · Middle East & North Africa · Sub-Saharan Africa · South Asia · East Asia · Oceania & Pacific Islands · Caribbean
Travel Interests (check all that apply)
Hiking & trekking · Beach & water sports · History & archaeology · Food & wine · Wildlife & safaris · Photography · Yoga & wellness retreats · Volunteer travel · Nightlife & music · Art & architecture
Bucket List Destinations
Annual Travel Budget Estimate (USD)

Who uses this template

Travel advisors building client profilesLuxury travel agenciesTravel membership clubsEmail newsletter marketers in travelCorporate travel managers building employee preference databasesTravel app onboarding flowsDestination marketing organizations

About this template

The best travel advisors don't guess what their clients want — they know. A travel preferences questionnaire is how the most successful advisors and agencies build client profiles that turn generic email blasts into personalized itinerary recommendations that actually convert. When you know a client craves cultural immersion in Southeast Asia with a $6,000 annual budget and prefers boutique hotels, you know exactly which offers to send them — and which ones to skip.

Beyond individual client relationships, preference data aggregated across your subscriber or client base reveals patterns that inform your product strategy. If 60% of your clients prefer two-week trips to Europe and express strong interest in food and wine, you have a clear signal to develop or promote more culinary Europe itineraries — and a ready audience to pitch them to.

formformform makes it easy to deploy a travel preferences questionnaire as a standalone form or embed it in an onboarding sequence. Use it when a new subscriber joins your email list, at the start of a first consultation call, or as an annual 'tell us where life has taken you' update to keep profiles current. Every response is stored in your dashboard and exportable for segmentation in your CRM or email platform.

12 form ideas you can build with this template

Luxury Travel Advisor Client Profile Form

Builds a comprehensive preference profile covering destination wishlist, hotel brand loyalty, in-flight class preference, and butler service expectations before a first advisor consultation.

Travel Membership Club Onboarding Questionnaire

Collects travel frequency, preferred departure airports, companion traveler profile, and must-have amenities to match members with curated club itineraries.

Honeymoon Planner Preference Survey

Captures the couple's shared vs. individual travel style, romantic priorities (seclusion vs. activities), cultural interests, and dream destination continent for honeymoon curation.

Corporate Travel Policy Preference Survey

Surveys employee flight class preferences, hotel chain loyalty programs, ground transport preferences, and meal expense habits to inform company travel policy.

Adventure Travel Bucket List Survey

Collects peak fitness level, technical skill certifications (diving, climbing), physical challenge comfort zone, and must-do once-in-a-lifetime experiences for expedition matching.

Eco-Travel Preferences Survey

Identifies carbon offset willingness, plastic-free accommodation expectations, wildlife interaction ethics boundaries, and local economic impact priorities for sustainable itinerary curation.

Family Travel Preference Questionnaire

Gathers children's ages and interests, teen vs. toddler activity balance, stroller-friendly destination needs, and kid-club quality expectations for family resort selection.

Culinary Travel Interest Form

Captures Michelin-star dining interest, street food adventurousness, cooking class participation desire, and wine vs. craft beer vs. spirits preference for gastronomic itinerary building.

Wellness Retreat Preference Survey

Collects yoga practice level, meditation experience, spa treatment preferences, digital detox willingness, and dietary protocol adherence for wellness retreat matching.

Solo Female Traveler Preference Form

Gathers safety priority ranking, preference for women-only vs. mixed-gender tours, nighttime activity comfort level, and destination familiarity for tailored solo travel recommendations.

Retiree Travel Preference Questionnaire

Captures mobility considerations, preferred cruise vs. land tour balance, multi-generational travel interest, travel insurance priority, and snowbird destination preferences.

Digital Nomad Destination Preference Form

Collects co-working space quality expectations, reliable Wi-Fi priority, visa-on-arrival preference, cost-of-living tier, and time zone alignment with home base for nomadic destination curation.

What's included

Travel style dropdown with eight distinct traveler archetypes

Trip length dropdown to match itinerary length to client expectations

Accommodation preference radio from luxury hotel to camping

Multi-select destination regions spanning all global areas

Multi-select activity interests across ten popular travel categories

Open-ended bucket list field for aspirational destination discovery

Annual budget estimate to tier clients by spending capacity

How to create a travel preferences questionnaire

1
Click 'Use this template' to open the travel preferences questionnaire in your formformform account.
2
Customize the travel style dropdown to reflect your agency's niche — if you specialize in adventure travel, expand that category with more specific sub-styles.
3
Edit the destination regions and activity interests checkboxes to match the geographic and product scope of your offerings.
4
Link the form in your email onboarding sequence, website homepage, or social media bio to capture preferences from new leads.
5
Set up a notification so new submissions trigger a personalized follow-up from your team.
6
Export submissions monthly and import into your CRM for segmented campaign targeting.

Best practices for your travel preferences questionnaire

Position the questionnaire as a benefit, not a chore

frame it as 'help us tailor our recommendations to you' rather than 'fill out this survey'; travelers complete it when they see a clear personal benefit.

Keep the annual budget field optional

many travelers are reluctant to share financial information upfront; the question is valuable when answered but shouldn't block submissions when skipped.

Follow up with a personalized email referencing specific answers

mentioning that you noticed their interest in trekking and have a new Nepal itinerary creates a 'they actually read it' moment that builds trust.

Re-survey your client list annually

travel preferences evolve as life circumstances change; a client who once sought backpacking adventures may now be booking luxury family resorts.

Use bucket list answers in marketing

if many clients list the same destination, that's a ready-made newsletter segment and an opportunity to run a targeted campaign.

Cross-reference budget and style

a client who selects luxury travel but enters a low budget estimate may have unrealistic expectations; address this early in the relationship.

Frequently asked questions

How should I use the questionnaire responses to personalize recommendations?

Export submissions to a spreadsheet and tag each client by their primary travel style and preferred regions. Build email segments in your marketing tool based on these tags so you can send itinerary recommendations only to the travelers most likely to be interested.

Can I add a 'how did you hear about us?' field?

Yes. You can add a dropdown or short text field anywhere in the form to capture referral source data. This helps you identify which marketing channels attract your best clients.

Is this suitable as a new client onboarding form for a travel advisor?

It's perfect for that use case. Many advisors send this form before a first consultation call so the conversation can focus on specific recommendations rather than basic discovery questions.

Can I embed this in my email newsletter?

You can include a link to the form in any email. Most email platforms don't support embedding full forms directly in email body, but a prominent button linking to the form works well and typically achieves high click-through rates from engaged subscribers.

How do I keep client preference data current?

Set a reminder to re-share the questionnaire with your client list annually. You can note in the intro paragraph that it's their annual preference update and encourage them to update any answers that have changed since last time.