This article will go over how to use the 'Benefits' tab in the left side column of your launched creator page. You will learn how to track your benefits and know what is due to which patron and when. This will make knowing who gets what much easier.
As your business grows, so will management of benefits you offer patrons. Whether it’s
merch (stickers, t-shirts, etc.), a thank-you card, or a
promo code to your online store – you can manage who’s due what on Patreon.
If you’re searching for how to create your tiers and benefits, check out this article: I’m a creator, what are tiers and benefits?
Once you’ve added benefits to your tiers, you can start to track them. Check who needs what and mark benefits completed as you deliver them.
To find a list of your benefits, open your benefits menu in the left-hand navigation of your page.
Benefits that you’ve added to your tiers will be listed here. You’ll find each benefit name, and status of benefit deliveries completed, or due.
You can select a benefit to find a list of patrons who are due this benefit. The highest tier you offer this benefit and the delivery frequency (i.e. on a monthly or one-time basis) will be listed under the benefit name.
Note: If you’re a per-creation creator, you will only have the option to deliver benefits on a one-time basis.
Here you’ll find your patrons’ names, shipping addresses (if you’ve asked for this), pledge amount, and benefit due date. You can mark individual patrons complete using the mark complete link. If you do big batch benefit deliveries, mark the entire patron list complete by clicking the mark # complete button at the top right.
Select the
completed section of a benefit to find a list of all patrons you’ve delivered this benefit to. In both the
due and
completed list, you can download a CSV file of patrons in either category. Want more information on a particular patron? Click on a patron’s name to go directly to your
Relationship Manager.
From your relationship manager you can message your patron, review payment history, check their discord handle, and any notes you may keep about them(i.e. prefers my illustration postcards over my photo postcards).
Learn more about your relationship manager here:
How do I manage my patrons?.Please note: If you are in our annual membership beta, patrons will show up on benefits lists as soon as they confirm their year of membership. They will show up for all monthly recurring benefits you have associated with the tier they join, however, their year of membership will have been paid in full on the date they joined.
