Using Relationship manager filters
The Relationship manager is a full list of all your members. You can use filters to get more granular information on groups of members to quickly communicate with them or better understand your community.
You can filter your member list by:
- Free members (early access feature)
- Paid members
- New this month - members who joined within the current month
- Status (active, declined, canceled, refunded, fraud, follower)
- All tiers (filter by paid members with “No tier” or by your Tier levels)
- All benefits
- Payment amount and lifetime pledge amount (payment amount)
- Join date
- Completion status
- Access expiration - when the member loses access
Learn more about how to manage annual members
Once you’ve applied filters, you’ll get a list of members who fit the filter criteria. The list view gives you a high-level view of your members.
| Name | Your members’ profile name. Members can be anonymous, just as creators can, so their profile name may not be their actual name. |
| The email address of your member | |
| Discord |
Your member's Discord handle (if you offer Discord) |
| Tiers | The tier that your member is currently on |
| Address |
Your member's shipping address, if they've provided one |
| Pledge | Their current payment amount. If you are using annual memberships, you may also find members marked as "per year." Learn more about annual plans here |
| Lifetime | The total amount they’ve paid you as their member. Please note that the Lifetime payment amount does not update immediately, and there may be a delay in this number updating for members, particularly during billing processing on the 1st of each month |
| Last charge | The last time that we attempted to process that member'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 member's most recent attempted charge |
| Notes | If you have added any notes that might help you in your relationship with particular members, you’ll find them located in this column |
Individual member detail
Click on a member from the list to see more details appear in the side drawer of the manager.
Membership details
If your followers have been migrated to free members (early access), their email addresses will not be provided. Since followers weren’t asked to share their email addresses when they first followed you, their email addresses will not be available in the relationship manager when we convert them to free members.
Click on an individual member's name to expand the side drawer with more member details; including their payment history. Clicking on See all payment history will bring up a window with their complete billing history.
What do the statuses in my Relationship manager mean?
| Paid | This means the payment was successful |
| Declined |
Learn more about viewing member payment history in this help center guide. 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 member will want to contact their bank to ensure nothing is blocking the payment. Feel free to share this with members in a declined state: How do I retry my payment? |
| Upgraded | The member has successfully increased their payment amount or tier level |
| Downgraded | The member has successfully decreased their payment amount or tier level |
| Deleted | This means that the member deleted their membership |
| Repledged | This means the member has rejoined |
| Refunded | This means that this particular bill has been refunded to the member. You can find a full list of refunded members by downloading the Refund CSV from the Documents section of your Payouts |
| Tier deleted | When you’ve removed a Tier from your page. When you delete a Tier, it doesn’t delete a member’s payment, so be sure to communicate the change with members 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 |
When messaging, we advise you to filter your list to active paid members. If you don’t do this, you may end up sending your message to members who may no longer wish to receive content from you.
