How do I manage my patrons? – Patreon Help Center

This article covers how to find information about your patrons - from their shipping address to their payment status, which patrons were charged, which tier they are in, and more. Think of this as your one-stop-shop for understanding patron status.

Your Relationship Manager is a simple, and powerful tool for managing your patrons. Here you’ll find membership, billing, and contact information for active, and canceled patrons.

Please note that while these examples are in US Dollar ($), it is possible that you could be billed in any of our supported currencies, depending on the currency that the creator bills in. Learn more about Patreon’s supported currencies in this help center article

What’s included in my Relationship manager?

Let’s break down the aspects of your Patron Relationship Manager into sections to help you better utilize the information available. Below we’ll go through the following:

Filters in Patron Relationship Manager
Your patron list
Individual patron detail
Payment history
Messaging patrons & downloading your data

Managing patrons with filters in Patron Relationship Manager

Patron Relationship Manager is a full list of all your patrons. You can use filters to get more granular information on groups of patrons.

You can filter your patron list by:

Status (active, declined, canceled, refunded, fraud, follower)
All tiers (filter by patrons with “No tier,” or by your Tier levels)
All benefits
Pledges amount and lifetime pledge amount (payment amount)
Join date
Completion status

Start from scratch by clicking “Clear filters” under the filters bar.

Note: If you are in our Annual memberships Beta, you’ll find an added filter in your Relationship Manager titled, “Charge frequency," so that you can filter through your patrons that pay monthly versus per year.

Learn more about how to manage annual patrons.

Your Patron list

Once you’ve filtered to the patrons you’re looking for, you’ll find the list of patrons who fit your filters directly below the filters bar. The list view gives you a high-level view of your patrons.

What do the columns of my patron list mean?

Name	Your patrons’ profile name. Patrons can be anonymous, just as creators can, so their profile name may not be their actual name.
Email	The email address of your patron
Discord	Your patron's Discord handle
Current tier	The tier that your patron is currently on.
Address	Your patron's shipping address, if they've provided one.
Pledge	Their current payment amount. If you are using annual memberships, you may also find patrons marked as "per year." Learn more about annual plans here.
Lifetime	The total amount they’ve paid you as their patron. Please note that the Lifetime payment amount does not update immediately, and there may be a delay in this number updating for patrons particularly during billing processing on the 1st of each month.
Last charge	The last time that we attempted to process that patron’s payment. You can find whether or not the attempt was successful in the “Status” column directly to the right.
Status	This column will show you the status of the patron’s most recent attempted charge.
Notes	If you have added any notes that might help you in your relationship with particular patrons, you’ll find them located in this column.

Individual patron detail

By clicking on a patron from the list, you’ll find more details related to that patron appear in the side drawer of the manager.

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Membership details

At the top, you’ll find the patron’s profile name, length of time as a patron to you, and their Tier level. If you find “no tier” listed under a patron, it means that they have not joined a Tier, and instead made a custom pledge. From here, you can send the patron a private message, refund, or block them using the More option. Learn more about blocking in this article.

Notes

You can add notes specific to your relationship with this patron, or any information that might make it easier to deliver benefits to them. These notes are private, and for your use only — patrons will not have access to the notes you add in this section.

Once added, you’ll be able to find your notes in the "Notes” column of your patron list.

Contact information for patrons

In this section, you'll find the following information related to your patron:

Email address
Shipping address, if they’ve opted into providing this information
Discord username, if you offer this benefit (Pro, and Premium plans)

Payment history

You can find the complete payment history for individual patrons by clicking on them within the Patron Relationship Manager. Clicking on See all payment history will bring up a window with their complete billing history.

You can refund a patron's 3 most recent bills processed to you. If you'd like to refund a patron further back, you'll want to arrange the refund outside of Patreon.

What do the statuses in my Relationship manager mean?

Learn more about viewing patron payment history, in t his help center guide.

Paid	This means the payment was successful.
Declined	If it displays as declined, it means that we’ve attempted to process their payment, but their bank has declined the charge. We regularly reattempt declined payments, however, oftentimes, the patron will want to contact their bank to ensure nothing is blocking the payment. Feel free to share this with patrons in a declined state: Why did my payment decline? How do I retry my payment?
Upgraded	The patron has successfully increased their payment amount or tier level.
Downgraded	The patron has successfully decreased their payment amount or tier level.
Deleted	This means that the patron deleted their membership.
Repledged	This means they’ve become your patron again.
Refunded	This means that this particular bill has been refunded to the patron. You can find a full list of refunded patrons on the Refunds page of your Income section.
Tier deleted	When you’ve removed a Tier from your page. When you delete a Tier, it doesn’t delete a patrons’ payment, so be sure to communicate the change with patrons ahead of time. Learn more about retiring a Tier.
Refunded by Patreon	The pledge was found to be fraudulent in a fraud review and the funds for this pledge have been refunded to the cardholder.

Messaging patrons & downloading your data

Bulk messaging groups of patrons

Whether you’re messaging all declined patrons encouraging them to resolve their payment, or sending benefits to all patrons in a Tier, sending mass messages to patrons is a powerful tool for membership management.

Once you’ve filtered your list of patrons, you can use the Message button above your patron list to message all patrons on the list. While you can send mass messages, each message is still private. This means that responses from patrons will be found as separate messages in your inbox.

Note: When messaging, we advise you to filter your list to active patrons. If you don’t do this, you may end up sending your message to patrons who may no longer wish to receive content from you.

Learn more about bulk messaging patrons in this article.

Downloading your patrons’ information

Now that you have a list of specific patrons, you can download a CSV file of your data.

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Note: If you are in our annual membership beta, your CSV will include an extra column titled, “Charge frequency.” Additionally, please note that your annual patrons’ “Last charge date” will reflect the date they joined with their annual membership.

Learn more about annual memberships in this article.

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