Creators on our Pro and Premium platform plans can use our Benefits feature to track which patrons are due what and when.
If you haven’t made any tiers or added any benefits to your tiers, we recommend that you first read through our article to get started with tiers and benefits. Once you’ve added benefits to your tiers, you can start to track them.
Here’s how to manage your benefits:
- While logged into your creator account, click on the Patrons link from the left sidebar navigation
- Click on the Benefits link from the menubar. Benefits that you’ve added to your tiers will be listed here
Your benefits table includes a benefit title column and a status column. If you’ve completed delivering benefits to all eligible patrons, the status will show you the number of patrons completed and have a green checkmark. If there are some patrons who are still owed a benefit, the status will show the number of patrons with a “due” status.
Patron benefit list
Click on a benefit to get 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.
Here you’ll find your patrons’ names, shipping addresses (if you’ve asked for this), pledge amount, and the benefit due date. You can mark individual patrons complete using the mark complete feature. If you do big batch benefit deliveries, mark the entire patron list complete by clicking the Mark # Complete button.
Click into the Completed section of a benefit for a list of 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?
If you have patrons paying you annually, they’ll show up on benefits lists as soon as they start 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.
You can learn about what to expect if you are in our annual membership beta, here: Annual memberships creator overview
If you charge patrons with subscription billing, there are a couple of ways that you can choose to deliver benefits to patrons:
- You can deliver benefits to all patrons who are active at the time you’re processing benefits
- You can also deliver benefits at the start of each month to any patron who has paid throughout the previous month
For example, if you typically mail a sticker on the 5th of each month to patrons who have paid by the 1st, you can mail the sticker on September 5 to all patrons who had a successful payment in August. On October 5, you can mail the September sticker to all patrons who had a successful payment in September