One of the most commonly requested services we have is Can you tell me the email addresses of people who have deleted their pledges? If the party has not yet been billed their information just vanishes if they delete the pledge.
There is a solution now! Our new integrations with the app directory, allow you to set up a number of different tools. It takes a few steps to set up. It uses two different sets of tools. This will take you about 40-45 mins to set up, depending on how much information you'll be tracking so be sure to allow yourself the time. Here's what you'll need:
- A Google account that includes their "Sheets" tool, sheets.google.com (if you have a Gmail account you should already have this).
- A Zapier account which is free: you can set up one here https://zapier.com/.
- Your Patreon account should have at least one pledge at this time. You cannot set this up pre-launch nor without any available pledges.
Two important notes: Because most of this process is set up and run outside of Patreon (in your Google and Zapier accounts) we don't have support to offer beyond these instructions. While we can check with you to see what's going on in the Patreon account, we have no way to research any information or setup problems inside those other services. You will need to contact support for either (or both) if you need additional help.
Zapier offers both free and paid services. The only difference is the number of data transfers ("Zaps") offered. If you only have a few patrons the free service will be fine for you! If you have a lot of patrons, you should consider the paid options.
The first thing you want to do is take a look at your Patron Manager. This will give you an idea of what data you want. You may only want their name and email address. That's fine. There are other bits of info there, as well: maybe you want to know what they pledge so that you know anyone who enters your highest tier.
Note: Please make sure you're logged in to your Google account, and your Patreon accounts before you proceed.
1. Set up your new spreadsheet in Sheets!
After you make your list of things you want to track, and you've set up both of the above accounts, go to your sheets and click on the "blank" icon.
You'll open up a new, blank spreadsheet. It will look like this:
Click where it says "Untitled" and give it a new title - one that you'll remember and one that makes sense. Then, across the first row, enter your titles (that also make sense to you) of things you're tracking. These do not need to match Patreon's names for things. These need to make sense to you. You only need to enter the things you will be tracking. When it's done, it will look something like this:
Please note: once you finish here and move on to Step 2 and 3, you'll not be able to add more fields. Make sure you've listed out all the things you want before you go any further. Name and email is usually enough to keep track, but you may want more!
(Optional: If you click the star in the upper corner, this will make it easier to find in the future especially if you have a lot of sheets!)
You're done here, now. You can close this tab of your browser and come back later.
2. Link your Zapier to Patreon!
Zapier is a tool that takes data from two different web-based accounts and lets them share that data and manipulate it. Each arrangement between two accounts is called a Zap. You're certainly able to set up other things on this account, but we're going to focus on this Zap just now.
Go to Zapier and click on MAKE A ZAP!
This will load up a blank page where you can set up a Zap. Yes, it's a lot! Don't worry. Nothing will break and everything can be tested at each step.
First, give it a title in the upper left (just click in the space). For example: New Patreon Patron Zap
Then click in the search space, to the right under "Choose a Trigger App" and type in Patreon. When it appears, click on Patreon and you'll see a list of options - pick "New Pledge". Then click "Save and Continue" at the bottom right.
At this point, you will be asked to connect your Patreon account.
Click Connect an Account and a new window will open.
Click on Allow. That will bring you back to the original screen.
Click on Test and it should turn green. Then click on Save + Continue.
Here's where your Patreon account must have at least one pledge!
Click on Fetch & Continue
If all is good, you'll get this:
The information from your most recent pledge has been grabbed. It will show up again in step 3 below.
Click on "Continue".
3. Connect your Google Sheet that you made in Step 1 above!
You'll come back to the main screen, but you'll see Patreon all set up on the left.
Click in the Seach bar to the right and type Sheets and you'll see Google Sheets listed. Click on that. Then click on Create Spreadsheet Row. Scroll down to get to the blue continue button.
You'll be invited to connect your Google account now.
Click on Allow. You'll be taken back to the confirmation screen.
Just like before with your Patreon account, you'll click on Test, and, when it turns green and says success, click on Save + Continue.
Now it's going to ask you to connect a specific spreadsheet and a specific page in that spreadsheet.
When you click in the Spreadsheet space you'll see a list of available spreadsheets in your account. Click the one you created in Step 1 above.
Then it will ask you to pick a sheet in that book - it's called Sheet 1 by default. Once you select that it will automatically load up all the titles you added in Step 1.
At the right end of each field is a box. When you click on it a drop-down will appear with your pledge information (grabbed in step 2 above).
Select each one that goes in each box then click on Continue.
On the next screen you'll load up all the info with one more button: verify the information you see. This information will be grabbed for each new pledge you get.
Click on Create and Continue. And you should get this:
Click on Finish! Be sure to turn on your Zap on the next screen!
Click on Off to turn it on! And we're done!
Once you've turned this on, a new pledge of any amount will appear in your designated Google spreadsheet. That information will be there even if they do not complete the billing cycle. If someone deletes their pledge you'll still have their trackable info: you can reach out to them and ask what's up.