The Patron relationship manager (PRM) is your go-to tool for managing patron communication and benefit delivery for your memberships. Creators can use PRM filters to send messages or benefits to lists of patrons based on a variety of factors (e.g., email address, tier, join date, membership status, etc.).
You can access the PRM on desktop and on mobile web by clicking on the Patrons link from the left side menu or the ☰ menu in the upper-left corner. This guide will take you through how to use this tool and common use cases and best practices for managing your patrons and benefits.
The PRM gives each patron a membership status to help you identify patrons who currently have access, and patrons who don’t. You can quickly filter by the following status from the top of your PRM:
|Active||The patron has paid or is scheduled to be billed. This patron has access to posts you've published for their level and is eligible to receive benefits.|
|Decline||The most recent charge attempt was declined. The patron does not have access to the posts you've shared on Patreon and is not eligible to receive benefits.|
|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. The patron does not have access to posts you've shared on Patreon and their page may be removed.|
|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.|
Why are some patron details not shown in PRM?
Some patron details may be hidden because the patron was removed. Personal information (e.g., name, email address) about patrons may be hidden due to one or more of the following reasons:
- The patron has been blocked by the creator
- The patron has requested removal in line with GDPR compliance
- The creator has been blocked by the patron (only possible if the patron has a creator profile)
Common actions and how-to tips
Now let’s go over common uses of PRM to help you manage, message, and engage with patrons:
- Messaging and delivering benefits
- Reviewing patron payment information
- Finding specific patrons
- Filtering and sorting patrons
Messaging and delivering benefits
I want to message my filtered list of patrons or an individual patron
Click the Filters button and select the filters you’d like. Once you create your specific filter view, you can click the individual checkboxes next to patrons’ names, or click the checkbox at the top of the list to send a message to all patrons on the list.
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 the Message button to send a group message or an individual message.
Reviewing patron payment information
I want to filter all my patrons that pledge a specific amount each month
Click on the Filters button and 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 the Filters button to open up the side panel and use the Lifetime pledge amount filter to set the range for the overall pledge amount (cumulative patron pledge amount).
I want to filter all declined payments in a particular payment range
Click the Declined button and then click Filters to open up the side panel and set the Pledge amount filter.
I want to filter the current month/post and patrons with declined payments
Click on the Declined button then click the Filters button and set the Last charge date. The Last charge date filter allows you to pull a list of patrons who have a last charge date that falls between any two dates. Once you have your filtered list, you can take actions (e.g., click the Message button to send declined patrons a note).
I want to filter a list of patrons with email addresses 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.
Finding specific patrons
I want to filter a list of patrons from a specific time
Click the Filters button and set the Last charge date. The Last charge date filter allows you to pull a list of patrons who have a last charge date that falls between any two dates. You can click the quick filter buttons; Active, New, Declined, and Canceled to filter patrons during a specific time with a specific status.
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 (i.e., the date patrons first signed up for your membership). Click the New button and then click the Filters button and set a shortcut from the Join Date filter, 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 your PRM 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 (i.e., “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 addresses in the list view
In the second column, next to the patron name, you can view your patrons' email addresses, so it’s easy to grab it in the list view. Long email addresses will be shortened, but you can copy the email by right-clicking on it.
Email addresses are also included in the CSV download of your patron list.
Filtering and sorting patrons
I want to filter and sort my patrons by tiers
Click Filters on the right side and choose your tier. You can select multiple tiers from this filter. This is particularly helpful if you have a benefit you need to deliver to more than one tier.
I want to filter which patrons should receive a certain benefit (offered in one or more of my tiers)
Click the Filters button. Select All tiers and then select the benefits to get a list of the patrons who are owed those benefits based on their tier.
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.
I want to filter a list of the patrons who have supported me the longest
Click the arrows next to the Join Date column to sort your patrons by the date they signed up.
I want to filter my patrons who’ve pledged the most money in their lifetime
Click Filters and customize the range in Lifetime Pledge Amount.
I want to save a set of filters so I can come back regularly to a fresh list of patrons
Once you have your desired Filters set, 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.