Overview

The moment someone hits submit on a form, the experience doesn't stop — it shifts. What they see next shapes how they feel about the interaction: reassured and clear on next steps, or left wondering whether anything actually happened.

CX Platform gives you full control over that post-submission moment. You can customise the loading message shown while the form saves, write a branded confirmation page, set up a redirect to another URL, and even show different completion messages based on what the user submitted. All of it lives in one place: the Show on Completed tab inside your form's settings.

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Open the completion settings

1. In the Receive module, go to Form management and open the relevant form template.
2. Click the Template tab, then select Form Designer.
3. Click Form Settings to open the settings panel.
4. Select the Show on Completed tab.

From here you'll find all the fields covered in this guide.

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Navigate to URL

This will redirect users to a URL of your choice. Just paste in the desired link and click Save.

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Loading message

This is the message shown to the user while the form is being saved — the brief moment between hitting submit and seeing the confirmation screen. The default is something like "Saving form…" but you can update it to match your brand or give the user a bit more context.

It's a small detail, but it helps manage expectations if the submission takes a couple of seconds and reassures users that something is actually happening.

1. In the Loading message to show while form is being saved field, update the text to whatever you'd like users to see.
2. Click Source in the toolbar if you'd prefer to enter HTML directly.

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Completed HTML

This is the confirmation screen shown after a successful submission. Use it to thank the user, summarise what happens next, or include links, branding, or any other content that helps close the loop.

The editor supports full HTML formatting — you can add styled text, links, images, and dynamic content. Click Source to switch to the HTML editor if you want to work directly in code.

1. In the Completed html field, write or paste your confirmation message.
2. Use the toolbar to format the content, or click Source to edit as HTML.
3. If you'd like to show something to users before the completion screen — for instance, a summary panel before they see the final confirmation — use the Completed before html field below.

‍Don't forget the error message: Beneath the Completed html field you'll also find an Error message if saving has failed field. It's worth filling this in — if something goes wrong on submission, users will see this instead of a blank screen or a generic browser error.

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Navigate to URL

If you'd rather send users to a specific web page after submitting — instead of showing a completion message in the form — you can set up a redirect here. This is useful when the next step lives somewhere else, like a client portal, a booking confirmation page, or an external site.

Redirects can be set as a simple unconditional redirect, or triggered only when a specific condition is met (see the section below for conditional settings).

1. In the Navigate to url field, enter the destination URL.
2. Click Add New if you want to add a condition that controls when the redirect fires.
3. Click Apply then OK to save.

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Conditional completion messages

For forms where different users should see different outcomes — think applications with an approval path, onboarding forms with different next steps by user type, or surveys that branch — you can set up conditional completion messages. Each condition checks a field value and shows the matching HTML when the condition is met.

1. In the Completed html section, click Add New to add a conditional completion.
2. Click the dropdown arrow to select the condition — this is the field value you want to check.
3. Fill in the fields to define the condition and write the HTML to show when it's met. Click Source if you prefer to write or paste HTML directly.
4. Click OK to save the condition.
5. Repeat for each condition you need, then test each submission path to confirm users see the right screen.

‍Example: A new member application form has two conditional completions: one that shows an "Application received — we'll be in touch within 2 business days" screen when the membership type is Standard, and another that redirects to an instant onboarding page when the type is Premium. Each user sees the outcome that matches their submission.

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Before you publish

• Keep messages clear and concise — users have just completed a task. Tell them what happens next in plain English, and keep it brief.
• Match the tone to the context — a quick feedback form and a formal loan application warrant different confirmation messages. Tailor accordingly.
• Test every completion path — especially if you've set up conditional messages or redirects. Submit the form yourself with different values to confirm each path lands correctly before going live.

Once your completion settings are saved and tested, you're all set. Every user who submits the form will land exactly where you want them, with the right message for their submission — no loose ends.