Patron relationship supervisor | Patreon Weblog

The Patron Relationship Supervisor is one of the best ways to discover and develop your relationships together with your patrons. Much like a CRM (Buyer Relationship Supervisor), the Patron Relationship Supervisor will give you worthwhile details about your patrons at each level of their journey.

The Patron Relationship Supervisor is being constructed from the bottom up as the muse for brand new options and instruments that can provide help to with speaking together with your patrons, fulfilling rewards, and sustaining correct data of your patrons’ historical past.

As patrons start to affix your group on Patreon, you’ll begin seeing the next  populate in your PRM:

Patron Record

That is the fundamental desk within the PRM and contains the next columns:

 Patron Title

The title your patron has supplied

 Reward Tier

The title of the patron’s chosen reward tier, OR the greenback quantity and starting of the reward description if no tier title exists

 Present Pledge

The patron’s present pledged greenback quantity

 Lifetime Pledges

The general whole greenback quantity the patron has paid you

 Final Cost

This implies we detected fraudulent exercise on this bank card. The cardboard was refunded, and no additional motion is required by you.

 Cost Standing

Whether or not or not the patron’s card was processed efficiently on the time of the final cost

 Paid

The patron’s card was efficiently charged on the final cost date

 Pledged

The patron has pledged, however we’ve not but tried to cost their card

 Declined

The patron’s card declined the costs on the final cost date. We mechanically notify patrons every time their card declines

 Refunded

The patron’s card was efficiently charged on the final cost date, and subsequently was refunded by you

 Fraud

We detected fraudulent exercise on this bank card. The cardboard was refunded, and no additional motion is required by you.

Patron Card

The patron card on the best shows further details about the patron chosen throughout the desk:

 Title

The title your patron has supplied

 Patronage size

The variety of months for which your patron has been actively pledging. Word: if a patron deleted their pledge and got here again, this may mirror the period of time since they got here again.

 Electronic mail deal with

Your patron’s e-mail deal with

 Delivery deal with

You patron’s delivery deal with, if one was supplied

Filters

Simply discover particular teams of patrons by utilizing one of many  filters: 

 Reward tier

Filter your record of patrons right down to a selected reward tier, together with patrons who’ve chosen “no reward.”

 Pledge worth

Filter your record of present patrons by a variety of pledge values

Whereas the PRM continues to develop, you may nonetheless entry instruments like bulk messaging and CSV exports from the unique Patron Supervisor.