Portal Updates
A dated log of Partner Portal changes: new features, lead matching and ranking changes, policy updates and program reference notes.
Two partner visibility updates
1. “Hire an expert” button added to Softr Studio and the help docs. A Hire an expert button now appears on the main page of Softr Studio and in the Softr help docs, giving customers a direct path to the Partner directory. Since the change, partner leads have increased by 30% month over month, and directory traffic has also increased.
Recommended action: review and update your partner profile in the Partner Portal. The fields that drive lead matching are covered in How Lead Matching Works.
2. Softr Partner Spotlight. A process for featuring partners and their Softr work on Softr’s social media channels. Fill out the Softr Partner Spotlight form. Softr’s Social Media Manager reviews each submission and may follow up with questions or requests to prepare the feature.
Customer surveys are now sent manually from the Partner Portal
A Send survey action has been added to the project details page, allowing partners to trigger the customer feedback survey themselves. The automated survey emails previously sent each quarter and 5 work days after the project end date have been retired, along with the partner “heads up” email.
How to send a survey:
- Go to My Projects and open the project.
- Set the Project end date to today or earlier. The Send survey action appears only on projects that have ended.
- Click Send survey.
Conditions and limits:
- A project can hold one customer survey response. Once a response is recorded, the project cannot receive additional surveys.
- Survey activity is monitored at project level. Send one survey per client project.
- If the request does not reach the customer’s inbox and is not in their spam folder, it can be resent.
Recommended: mention the survey to the customer in advance and note that it should be completed once per project.
Why: customer reviews are being prepared for publication on the Partner directory (no ETA). Limiting each project to a single response keeps those reviews tied to unique project experiences.
Existing projects: feedback already collected on projects with multiple survey responses will be published. Projects with one or more existing responses cannot receive additional surveys.
Report bugs to the Partnerships team for a fast-follow fix.
Records-upkeep emails, portfolio unpublish/delete, and project deletion
1. Automated records-upkeep emails for older portfolio entries. You may receive multiple automated emails about older portfolio entries that need to be updated or completed. This is expected, not an error. No action is required beyond reviewing and updating the flagged entries.
2. Unpublish or delete a portfolio entry. A new button on the portfolio entry details page lets the main account unpublish or delete an entry. Invited team members cannot. Go to Portfolio, open the entry, click Unpublish or Delete, and confirm.
3. Delete a project. A new button on the project details page lets the main account delete a registered project. Invited team members cannot. Go to My Projects, open the project, click Delete, and confirm.
Enterprise Partner Designation activated
The Enterprise Partner designation is now active and accepting applications. It recognizes partners structured to support Softr’s enterprise customers (250+ employees, $250M+ USD annual revenue).
What’s new for Enterprise Partners: a pre-vetted pool for Softr-sourced enterprise leads (curated manual routing), a directory badge and filter, MDF priority on trade-off decisions, increased visibility in Softr communications, and Solutions Architect involvement on complex enterprise builds.
What is not changing: enterprise commission for partner-sourced deals (the same for every partner), leaderboard ranking via Partner Points, MDF accessibility, and Certified/Premium lead routing.
Apply via the Partner Portal. First decisions on already-submitted applications within 3–6 weeks; new applications are reviewed on a rolling basis. See Enterprise Partner Designation.
Three updates from partner feedback
1. Direct lead inquiry form: required fields updated. On the direct lead inquiry form only these are required: Company, Country, Website, Ideal start, Contact name, Contact email, Data Sources and Project description. All other fields are optional.
2. My Projects: table view and export. Helps partners with a high project volume locate, filter and report on project information.
3. Next project update due date: auto-recalculation. After a missed monthly update, the system calculates the following month’s due date so the cadence resumes without manual intervention.
Long Bio field now requires HTML-formatted text
The Long Bio field on the partner profile now requires HTML. Plain text and Markdown are no longer rendered correctly on directory listings due to a backend HTML ↔ Markdown conversion issue (most visible in bullet lists).
Go to Partner Portal → Partner Profile → Edit, enter valid HTML (use <ul><li>…</li></ul> for bullet lists), and save. The listing updates within 10–30 seconds. You can convert formatted text with wordtohtml.net.
CC partners@softr.io to log lead emails sent from your own inbox
Partners can now message a lead from their own email client while ensuring the lead is marked as contacted in the portal. Add partners+rec{LEAD_RECORD_ID}@softr.io to the CC field (for example partners+rec123456789@softr.io). If the lead replies-all, the message is recorded and the status updates to Contacted.
Addresses in To or BCC are ignored, and the backend automation runs every 15 minutes. See How to message a lead. This feature is in initial rollout: test with your next lead and report issues to the Partnerships team with screenshots and reproduction steps.
Lead matching now includes budget; partner meetings on Luma
Budget. The lead matching form and the matching algorithm now capture and use a budget value. Leads with a budget below a partner’s minimum-budget setting are filtered out for that partner. The budget appears on the lead details page and in the lead webhook payload. The form’s budget options are intentionally broader than the partner profile’s. Recommended action: review the minimum-budget setting on your profile.
Events tab. A new Events tab redirects to a Luma calendar of all partner meetings, including the Partner Monthly Meeting on the last Friday of each month. Subscribe to receive invitations automatically.
Service region field added to the partner profile
A Service region field lets the matching algorithm route inquiries to partners who can service the lead’s region. Set it under Partner Profile. Globally distributed teams can select all regions they cover; geographically concentrated teams should select only regions with enough timezone overlap.
Lead distribution algorithm rebuilt for more even spread
The algorithm now matches each inbound inquiry to 4 partners (2 Premium + 2 Certified), previously 3. For each tier it pulls the top 5 best-fit partners on profile criteria (language, location, business type, data sources, integrations, services, budget and industry), then selects the 2 who have gone the longest without receiving a lead. Partners who have never received a lead get top priority. Profile fit determines eligibility; lead recency determines selection.
The new algorithm will be observed over 1–2 months. Report miscalibrated matches (for example consistent mismatches on language, region or budget) to the Partnerships team. See How Lead Matching Works.
Softr Vibe Coding Block Claude skill released
A Claude skill that teaches Claude Code to generate complete, polished Softr Vibe Coding blocks as .jsx files. Repository: github.com/leo-softr/Softr-Vibe-Coding-Block-Claude-Skill.
It includes the complete Vibe Coding API reference (useRecords, q.select(), mutations, uploads, metrics, charts, editable settings, useProxyFetch), all 14 Softr data sources with field mapping, rate limits and gotchas, helper blocks and cross-block patterns, Shadow DOM CSS isolation for third-party libraries, UI/UX design guidelines (26 sections), self-validation for Softr bundler compatibility, a premium visual baseline, and debug utilities (Field, API Response and User inspectors). It is updated regularly; pull periodically.
Multi-user login support
The Partner Portal supports multiple logins per partner account. Go to My Team, add the member’s details, and they’re auto-invited. Invited members get the same access as the main account, except actions restricted to the main account (see About the Portal). There is no self-serve removal UI: DM the Partnerships team on Slack to remove a member.
Archive leads from the lead details page
Use the Archive action on a lead to remove it from the lead overview page. Archived leads remain visible in the Quick update tab, where they can be reviewed or restored.
Enterprise deal commission calculator added
A Commission page with a calculator was added at partners.softr.app/enterprise-commission-calculator. An Enterprise deal is any deal above $3,228.00. Commission is paid on the first payment only; renewals are not commissionable.
Program reference
Partner Sandbox
The Partner Sandbox is a free Business plan provided to Softr-certified partners for internal use and client demonstrations.
- Eligibility: all certified Softr partners, regardless of tier, for as long as they retain active certified-partner status.
- Plan: equivalent to the Business plan, with one exception: custom domains are not included. Includes 100 AI credits. See the Softr pricing page.
- Workspace setup: create it on a new workspace named exactly Partner Sandbox (two words, title case).
- Permitted use: demos for prospective clients, internal training and evaluation, and internal applications for your own business.
- Prohibited use: reselling Softr or applications built on the sandbox, and sharing it with other companies. It is strictly tied to the registered business holding the certified-partner status.
Softr Partner Spotlight
The process for featuring partners and their Softr work on Softr’s social media channels. Fill out the Softr Partner Spotlight form. Softr’s Social Media Manager reviews each submission and may follow up.