The Relationship Manager is your go-to tool for managing member communication and benefit delivery for your memberships. Creators can use filters based on a variety of factors (e.g., email address, tier, join date, membership status, etc.).
You can access it by clicking Audience from the left side menu in your creator view. This guide will take you through the tool, common use cases, and best practices for managing your paid members and benefits.
Member type
Paid members
Members who have paid or are scheduled to be billed. Active paid members have access to membership benefits and are eligible to receive them.
Free members
A free member is not a paying member. They can see your public posts and other publications set to this audience, but don't have access to paid member-only content on Patreon.
Member statuses
The Relationship manager gives a membership status to each paid member, so you can identify who currently has access and who doesn't.
Use the toggle below to find the definitions for each one.
STATUS DEFINITION Active payment The member has paid or is scheduled to be billed. Active members have membership access and are eligible to receive benefits. To confirm if an active member is eligible to receive benefits for the current or previous month, use the Benefit Eligibility Status tool. Retrying payment The member's most recent charge attempt declined, and we are currently retrying the payment. During this period, the member's access is revoked. If the payment is successfully processed, access is restored. Payment failed After retrying a failed payment, the charge still failed. We'll make a new attempt, or the member can retry directly. Share the Failed payment help with them if needed. A member with a failed payment for ~30 days will be converted to free membership. Canceled The member has deleted their subscription. Their membership access remains active until their current billing period ends. They will appear as Canceled in your Relationship Manager from the date their access expires, not the date they cancelled. No new bills will be created for their membership. Refunded The most recent charge was refunded. Please note that members must also cancel their membership to avoid auto-renewal. Fraud The most recent charge was deemed fraudulent, and their payment has been declined. If a charge is potentially fraudulent, we will not automatically retry the payment. While a member's payment is marked as fraud, they will not have access to your member-only content. There are many reasons why this might occur. You can let your members know to contact their bank, then our support team, to clear this up. Gifted by others Members who redeemed a gift from another fan and are actively in their gifted membership period. Gifted by you Members who redeemed a gift created by you and are actively in their gifted membership period.
Additional filters
Beyond the quick filters at the top of your Relationship Manager (Paid members, Free members, Active, Canceled, Payment declined, New this month), click the Filters button to dive deeper into your member list.
Use the toggle below to see a full breakdown and how to use them.
FILTER DEFINITION Member type Filter by Paid members or Free members Status Filter by Active payment, Declined, Canceled, Refunded, Fraud, Gifted by others, or Gifted by you. Tiers Select all tiers or choose specific ones to focus on a particular membership level. Discount Check the Discount code used checkbox and select from the discount codes you've created to filter members who joined using a specific discount Join date Filter by Anytime, This week, Last week, This month, Last month, or a Custom range. Membership duration Filter by how long a member has been on a membership. You can set a minimum of at least or an exact number of months or years Lifetime pledge amount Filter members by the total amount they've paid you over their membership lifetime. Select an amount range to narrow your list. Note: this amount may not update immediately, and there may be a delay for members on legacy billing models Last charge date Filter by a date range to find members whose most recent charge falls within a specific period Next charge date Filter by a date range to find members whose next scheduled charge falls within a specific period Pledge amount Filter by a member's current payment amount. If you have annual memberships, some members may appear marked as "per year." Learn more about annual plans Subscription source Filter by Patreon or Apple in-app subscriptions to see where members originally signed up Benefits Select a specific benefit using the checkbox to filter all members who are eligible to receive it Charge frequency If you offer Annual memberships, you'll find an additional Charge frequency filter in your Relationship Manager, so you can filter members who pay monthly versus per year. To learn more, visit our guide on Annual membership creators.
Your member list
Once you've applied filters, you'll see a list of members that match your criteria. You can customize which columns are displayed by clicking the gear icon, including Shipping Address, Notes, Discord handle, Canceled Date, and more.
For a full description of each filter, use the toggle below.
COLUMN DEFINITION Name Your members' profile name. Members can be anonymous, just as creators can, so their profile name may not be their actual name. Email The email address of your member. Fans can opt out of sharing their email address with creators — if you're not seeing a fan's email address, they may have chosen not to share it. Discord Your member's Discord handle (if you offer Discord). Current Tier 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." To learn more, visit our guide on Annual memberships. 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. Status This column shows the status of the member's most recent attempted charge. Join date The date the member first joined your membership. Last Charge Date The last time 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. Next Charge Date The date a membership will be renewed, and we'll attempt to process the payment. 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. Cancel Date The last day of a member's access, not the date they hit cancel. Access Expiration The date a member's access expires, and they can no longer see posts or receive benefits. Subscription Source It's where a membership came from, the channel or path that led someone to subscribe or convert to paid.
Payment history
Click on a member's name to open the side drawer, then click See all payment history to view their complete billing history. You can refund a member's three most recent charges. For older refunds, you'll need to arrange these outside of Patreon.
Use the toggle below to find definitions for the statuses that may show up in a member's payment history.
STATUS DEFINITION 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 failed 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
Check benefits eligibility
If you need to know which members are eligible to receive benefits for the current or previous month, use the Benefit Eligibility Status tool in your Relationship Manager.
This tool helps you:
- See which monthly and annual members have successfully paid for the current month
- Track upcoming renewals for members who haven't been charged yet
- Filter by tier to see benefit eligibility by group
- Download a CSV or message selected members directly
- Switch to the previous month if you deliver benefits after billing is complete
This view is especially helpful if you deliver benefits monthly or want to avoid messaging members who haven't paid yet. If you haven't added specific benefits to your tiers yet, check some Ideas for benefits to offer members.
Downloading your members' data
To download your member list, click the CSV button at the top of the page. Your current filters will apply to the export. If you offer Annual memberships, the CSV will include an additional Charge frequency column. Note that the Last charge date for annual members reflects the date they started their membership.
Messaging paid members
You can bulk message groups of paid members, whether you're reaching out to members who are retrying a payment or sending benefits to all members in a specific tier.
Once your filters are applied, click the Message button above the list to reach everyone on it. While you can send mass messages, each message is private, and responses will arrive as separate direct messages in your inbox.
Note: It's recommended to filter by Member type (Paid members) and Status (Active payment) before messaging, to avoid sending your message to members who no longer wish to receive your updates.
Why are some member details missing?
Some member details may be hidden because the member was removed. Personal information (e.g., name, email address, etc.) about members may be hidden due to one or more of the following reasons:
- The member has been blocked by the creator
- The member has been removed for violating Patreon's Terms of Use
- The member has requested removal in line with GDPR compliance
- The member was migrated from our Following feature to a Free member
- The creator has been blocked by the member (only possible if the member has a creator profile)
- The member has opted out of sharing their email address with creators. You can learn more in our article on sharing email with creators
How do I find customers' information?
If you're looking for customers who purchased digital products, navigate to the Sales tab next to Relationship Manager. There you'll find the product, purchase date, status, and amount paid. You can also export customer details and transactions. Learn more about Managing customers.
Common actions and how-to tips
Now let's go over common uses of Relationship manager to help you manage, message, and engage with members:
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I want to message my filtered list of members or an individual member
Click the Filters button and select your desired filters. Once your view is set, click individual checkboxes next to members' names — or the checkbox at the top of the list to select all — then click Message.
I want to send a welcome message to new paid members
By default, your member list is sorted by Join Date with the newest members at the top. Click Paid members at the top of the page, select your new members using the checkboxes, and click Message to send a group or individual message. -
I want to filter paid memberships by a specific monthly amount
Click Filters and use the Pledge amount filter to set your range.
I want to filter members by their total lifetime payments
Click Filters and use the Lifetime pledge amount filter to set a cumulative range.
I want to filter failed payments within a specific payment range
Click the Declined button, then click Filters and set the Last charge date filter.
I want to filter members with failed payments this month
Click Declined, then click Filters and set the Last charge date. Once you have your filtered list, you can click Message to reach out to declined members.
I want to find members with a "have-not-paid" status
Sort by payment status and look for members with "--" or no value in the Status column. -
I want to filter members from a specific time period
Click Filters and set the Last charge date range. You can also use the Active quick filter to narrow by status.
I want to view my newest members this month
Members are sorted by Join Date by default. Click New, then click Filters and set a shortcut or custom range from the Join date filter. New and continuing members are also grouped in the Benefit Eligibility Status tab.
I want to search across all my members
The Search bar looks across all your members — not just those visible on the current page. You can search by name, email address, or Discord handle.
I want to find members from a previously deleted tier
We advise against deleting a tier that still has members. If you need to retire a tier, consider unpublishing it instead. To find members from a deleted tier, click Filters, then under Tiers select All. -
I want to filter and sort members by tier
Click Filters and choose your tier. You can select multiple tiers — useful when delivering a benefit that spans more than one.
I want to see who's supported me the longest
Click the arrows next to the Join Date column to sort by sign-up date.
I want to filter members who've paid the most over their lifetime
Click Filters and set a range in Lifetime Pledge Amount.
I want to save a filter set to reuse regularly
Once your filters are set, click Save Filters at the bottom of the side drawer and give your list a name. To access it again, go to the Saved Filters tab.