Track your members' benefit eligibility status

  • Updated

Looking for the Benefit Tracker? Benefit Tracker is being retired and replaced by the new Benefit Eligibility Status tool. Check the guide on Track delivery with Benefits features for the former experience.

The Benefit Eligibility Status tool helps you identify members who have successfully paid and may be owed a benefit. You can review eligibility history month by month, making it easier to deliver recurring benefits.

It shows members eligible for benefits that month (including annual-paying members, gifted members, and monthly members who paid), but it doesn't track delivery, so you can't mark members as complete. To keep a record of what you've delivered, download and save the CSV for each month you fulfill.

The tool is available to creators on subscription billing, and you can find it on a dedicated page in the Benefits tab. If you haven’t created paid tiers or added benefits yet, see How to set up paid tiers and benefits.

Access your benefit eligibility list

  1. On Desktop, click Creator studio in the left-side navigation menu
  2. Select Audience
  3. Go to the Benefits tab
  4. Choose the tier and the month you want to review

September 2026 is the first month with complete eligibility data. August 2026 may contain partial data. Earlier history is still being added, so the months available may vary by creator. Check the Month dropdown to see which months are available for your account.

Filter by tier

Open the Tier dropdown to view members from a specific tier. This helps you focus on members associated with the benefit you’re preparing to deliver.

Select a different tier when you’re ready to review another group of members.

Choose an eligibility period

Open the Month dropdown and select the month that matches your benefit-delivery schedule.

For example:

  • If you deliver benefits monthly, select the month you’re fulfilling.
  • If you deliver benefits quarterly, review each relevant month before preparing your delivery.
    • A member who paid in each of those months appears in each month's list, so remove duplicates before sending a one-time benefit.
  • If you deliver benefits after the end of each month, select the previous month to review members who successfully paid during that period.

The current period may continue to change as additional member payments are processed. The count at the top of the page shows how many members are eligible so far and how many are expected based on upcoming renewals.

Export your list

Download your eligibility list as a CSV file to use for mailing labels, fulfillment services, or your own records.

  1. Choose the tier and month you want to export.
  2. Select Download CSV. You'll find it at the top of the member list, next to the Message button.
  3. You’ll receive an email with the file. You can open it in any spreadsheet app.

Your filters apply to the export, so the file only includes the members shown in your list. Along with the member details shown in the list, the file includes Eligibility Tier and Eligibility Month columns. These show the tier each member held in the selected month, which may be different from their current tier.

To export another tier or month, change your filters and download again.

Messaging members

You can send a message to the members in your eligibility list without leaving the Benefits tab. For example, you can let members know a benefit is on its way, share a link or code for a digital benefit, or remind them to update their shipping address.

  1. Choose the tier and month for the members you want to reach.
  2. Select Message. You'll find it at the top of the member list, next to the Download CSV button.
  3. Write your message and send it.

Your message is sent to members in the filtered list who can receive messages from you. You can message current or former paid members. The recipient count may be lower than the eligibility count. Free-only members aren’t eligible for direct messaging. Each member receives it as a direct message in their Patreon inbox. Before sending, check your tier and month filters to make sure you're reaching the right members.

Understanding who appears in the list

The list includes:

  • Monthly members who successfully paid during the selected month
  • Annual members during their paid annual term
  • Gifted members during their gift period

The list doesn't include free members, members on a free trial, or people who made a one-time purchase without joining a paid tier. These don't include tier benefits.

If a member was charged for the current month and then changed tiers during the month, they appear once for each tier they held. If they haven't been charged for the current month and upgraded, they will appear only once for the upgraded tier. They're still counted only once in the total at the top of the page.

Annual members

Annual members pay for their membership term upfront. They appear in the list for each month of their active annual term, even though they aren't charged every month.

For more information about annual memberships, see Annual memberships creator overview.

Deliver benefits with subscription billing

With subscription billing, members renew on different dates throughout the month. You don’t necessarily need to deliver benefits separately on every member’s billing date.

Instead, choose a delivery schedule that works for you and use the eligibility tool to identify members who successfully paid during the relevant period.

For example, you can:

  • Deliver benefits weekly.
  • Deliver benefits twice a month.
  • Deliver benefits after the end of each month.
  • Review several months when delivering quarterly or less frequently.

Example: You have a monthly delivery, and you normally mail a sticker on the fifth of each month. On November 5, you can select October and export the list of members who successfully paid during October. On December 5, select November and repeat the process. This lets you continue delivering in monthly batches even though members may renew on different dates.

Troubleshoot missing members

If a member you expected to see isn’t listed:

  • Confirm that you selected the correct month
  • Check whether the member is in a tier associated with the benefit
  • Review the member’s payment status in Relationship manager. If a payment is still pending or declined, the member won't appear until it's successfully processed
  • Check whether the member has a free membership or is on a free trial. These members aren't included
  • Eligibility history starts in August 2026. Lists for August 2026 may be incomplete, and earlier months aren't available
  • If the member was in a tier you've since deleted, the list may show "No tier" for them. The CSV export shows the correct tier name

For more information about an individual member, select their name to open their record in Relationship manager.

September 2026 is the first month with complete eligibility data, and August 2026 may be incomplete. Earlier history is still being added and may not yet be available for your account. Use the Month dropdown to check which months you can review.

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