How to use the Relationship Manager: Common uses and how to's

STATUS

DEFINITION

Active

The patron has paid or is scheduled to be billed (eligible to receive benefits)

Declined

The most recent charge attempt was declined

Refunded

The most recent charge was refunded (note: patrons must also delete their pledge to avoid renewal)

Fraud

The most recent charge was deemed fraudulent

Follower

The user can find your public posts but does not have access to patron-only posts or content. Followers receive updates when you make public posts on your Patreon page and they are not charged.

Action 

How-to (Instructions)

I want to message my filtered list of patrons or an individual patron.

Once you create your specific filter view, click the check boxes to select your patrons you’d like to send a message to individuals or groups of patrons.

I want to send all my new patrons an individual or group welcome message

The default list of patrons will show your newest patrons listed at the top (locate “Join Date column). Select your new patrons by clicking the checkbox (on one or more), and click “Message” to send a group message or an individual message.

I want to mark my patrons complete (ie after delivering a benefit or sending a message).

To help you keep track of which patrons have received their benefits, use the check boxes next to a patron’s name to ‘Mark Complete’ when you filter to a certain month or post. (Note: To keep track of benefit delivery for a month or post, first select the month/post and then mark the patron complete)

Action 

How-to (Instructions)

I want to filter all my patrons that pledge a specific amount each month

Use the “Pledge amount” filter to choose what range you’d like to filter

I want to filter all 

patrons who have pledged a given amount over their lifetime as my patron

Click Filters to open up the side panel and set your payment range. Use the “Lifetime pledge amount” filter to set the range for overall pledge amount (cumulative patron pledge amount)

I want to filter all declined payments in a particular payment range.

Use the Declined shortcut, then click Filters to open up the side panel and set your payment range.

I want to filter current month/post and patrons with declined payments.

Click the “As Of” dropdown to select your month or post, and then click the Declined shortcut.  (Note: The filter works on the last status of the charge for that billing cycle or“month/post”.  So if you select Oct 2020, you are filtering on the last charge for each patron for Oct 2020’s membership.)

I want to filter a list of patrons with email address and "have-not-paid" status.

Sort by payment status and you can check for patrons that have “--” or no value in the “Status” column 

I want to identify my patron’s max pledge. (*only available for per-creation creators)

In the pledge column, go to the tooltip to find that patron’s max monthly pledge. 

Action 

How-to (Instructions)

I want to filter a list of my active patrons this month/post.

Click the Active shortcut, then click the “As Of” dropdown at the top to select the month or post.

I want to filter all patrons from a past month or post. 

Click the “As Of” dropdown to select the month or post

I want to filter all patrons that have paid in a specific month. 

Click the “As Of” dropdown to select the month or post, then click the Active shortcut. 

I want to view my newest patrons this month (so I can send a welcome message or deliver a benefit).

By default, we sort your patrons by Join Date (ie the date patrons first signed up for your membership)

Click the “New” shortcut and then click “As of” to select the month.

You can also click Filters to open up the side panel, and select a shortcut from Join Date or choose your own range. 

I want to filter individual patron details like: name, email, notes, shipping address, and payment history. 

You can customize which columns are displayed in Patron Relationship Manager by clicking the gear icon, including: Shipping Address, Notes, Discord handle, Cancelled Date, and more.

When you click on a patron in the list, we’ll display that individual patron’s data in the side panel, including: shipping address, notes, Discord handle, and payment history. 

I want to search my full list of patrons, not just those on a certain page of results (ie “see more” or “see all” patrons in one list).

The Search bar searches across all your patrons, not just those visible on the page. You can find patrons based on their name, email address, or Discord handle.

I want to filter patron email address in the list view.

In the second column, next to the patron name, you can view your patrons email address, so it’s easy to grab it in the list view. Long email addresses will be truncated, but you can copy the address by right clicking on it. 

Email addresses are also included in the CSV download of your patron list. 

Action 

How-to (Instructions)

I want to filter and sort my patrons by tiers.

Click Filters on the right side and choose your tier.

I want to filter by multiple tiers at a time (e.g. select multiple tiers to get a list of all patrons on my top two tiers, etc)

Click Filters and select as many tiers as you like.

This is helpful, for example, if you’re working through your list of patrons to deliver a benefit (mark complete) that is included in more than one tier. 

I want to filter which patrons should receive a certain benefit (offered in one or more of my tiers).

Click Filters and select All tiers to display all the benefits associated with your tiers in the Benefits filter. Select the benefits you want from the Benefits filter to display the patrons who are owed those benefits based on their tier pledge amount. NOTE: If you have not added specific benefits to your tiers, you can learn more about listing out the benefits you offer in your tiers.

Click the arrows next to the Join Date column to sort your patrons by the date they signed up

Click Filters and customize the range in Lifetime Pledge Amount.

Once you have your desired filters set in the All Filters tab, click the Save Filters button at the bottom of the side drawer to save and set a name for your list.

To access this list again, head to the Saved Filters tab and select the list you want to work with.