FAQs

How do I prevent leads from coming through while I’m on vacation or out of the office?

Use the Accepting new projects toggle in your partner profile. When you set it to “Not accepting new projects”, you won’t receive any new matched leads while you’re away.

1. Go to Partner Portal → Partner Profile → Edit.
2. Find the Accepting new projects dropdown.
3. Select “Not accepting new projects”.
4. Set your Accepting new projects auto reopen date to the day you’ll be back.

The system automatically flips you back to accepting leads on your return date.

Why did my points go down even though I’m still active?

Your current points are based on a rolling window, not an all-time total:

• Last 90 days: points count at full value (100%).
• 91–180 days ago: points count at 25% value.
• Older than 180 days: points phase out entirely.

The number you see on the leaderboard therefore goes up and down as older activity ages out and new activity comes in.

Why does it work this way? The rolling window keeps the partner ecosystem dynamic and accessible. It recognizes partners who are actively engaged now, while still giving credit for recent work. It also means newer partners have a realistic path to climb the ranks: nobody is locked out because someone else accumulated years of historical points.

If your points dropped recently, it doesn’t reflect your value to the Softr community. It just means some earlier contributions moved outside the window. Every new referral, active user and client subscription you bring in today counts at full strength.

You can monitor your rank on the partner leaderboard and review your point activity on your portal profile page. See Partner Ranking.

When will I receive my commission payment?

When a referred customer pays for their Softr subscription, a commission is recorded in your PartnerStack account with a status of New. Commissions remain in “New” until the end of the month they were earned, then automatically move to Approved at the start of the following month.

Once a commission is approved, you can withdraw it manually through PartnerStack. By default, withdrawals are paid via PayPal.

Example: a customer pays on January 15th → the commission shows as “New” throughout January → its status changes to “Approved” in February → you can then withdraw available funds.

My lead is not showing up in PartnerStack, or I’m not getting commission despite seeing a transaction

There are various reasons why commission might not be attributed to you:

1. The lead was claimed or submitted by another partner in the past. Leads are submitted automatically when you submit a project in the Partner Portal. No manual entry is needed, and it’s advised against.
2. The lead isn’t revenue-share eligible. Leads are only eligible if they subscribed after the partner engagement date, or up to 45 days before it. See Revenue Share.
3. A portfolio entry was submitted instead of a project. Only projects link a customer in PartnerStack to your partner account, when eligible.

See also PartnerStack.

Is there a promo or coupon code I can give to my clients?

Yes. You can provide them with the code 6PIZTB2P. It is valid for new customers only, and gives a one-month free trial of the Professional plan.

What is the difference between a freelancer and an agency?

In this context, a freelancer is a Softr partner who works by themselves. If there are more than 2 people on the team, you’re considered an agency. You can self-report yourself or your company differently, but this may be updated by the Softr team.

Can I share the customer feedback survey link with my client myself?

No. The survey is sent from the Partner Portal, and the link contains hidden URL parameters that tie the customer’s response to a specific project. Sharing a manual link bypasses that attribution.

How to send the survey:

1. Open the project on the project details page in the Partner Portal.
2. Set the Project end date to today or earlier. The Send survey action appears only on projects that have ended.
3. Click Send survey.

One response per project. A project that already has a customer survey response cannot receive another. Survey activity is monitored at project level, and partners are asked to send one survey per client project.

The survey feeds partner-ranking points (5 stars = 150 points, 4 stars = 75, 3 stars = 25, 1–2 stars = 0).

Automated survey emails (sent each quarter while a project was active, and 5 work days after the project end date) were retired on September 17, 2026, along with the “heads up” email previously sent to partners before each survey request.

If you want richer or different feedback questions, you’re welcome to run your own survey externally (Typeform, Google Forms, etc.). Just know it doesn’t replace the official one sent from the portal.

I am not receiving leads. Why is that?

Leads are distributed by Softr’s Partner program through 2 channels:

1. A customer is matched with a partner.
2. A customer contacts you directly via your partner directory listing.

See How Lead Matching Works. There are a few requirements to be eligible for lead routing:

• You need to be a Softr Certified Partner (tiered as Certified, Premium or Enterprise Partner).
• You need to be an active partner: currently, having received at least 1 point in the last 90 days. Points can be obtained in various ways (for example submitting a project, a portfolio entry or a project update).
• All data fields need to be completed on your partner profile page.
• The partner agreement needs to have been signed.

A quick note: lead volume is never guaranteed and fluctuates month over month. The more leads we receive through the partner directory, the more we can distribute to our partner network. We maintain an equitable distribution of leads to the most active and successful partners, while providing opportunities for new partners to “climb the ranks”.

To improve matches, make sure your entire partner directory listing is updated with the type of work you specialize in. Tip: take a glance at the top 10 partners for inspiration.