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Patron relationship manager

The Patron Relationship Manager is the best way to explore and develop your relationships with your patrons. Similar to a CRM (Customer Relationship Manager), the Patron Relationship Manager will provide you with valuable information about your patrons at every point in their journey.

The Patron Relationship Manager is being built from the ground up as the foundation for new features and tools that will help you with communicating with your patrons, fulfilling rewards, and maintaining accurate records of your patrons’ history.

As patrons begin to join your community on Patreon, you will start seeing the following  populate in your PRM:

Patron List

This is the main table in the PRM and includes the following columns:

 Patron Name

The name your patron has provided

 Reward Tier

The name of the patron’s chosen reward tier, OR the dollar amount and beginning of the reward description if no tier name exists

 Current Pledge

The patron’s current pledged dollar amount

 Lifetime Pledges

The overall total dollar amount the patron has paid you

 Last Charge

This means we detected fraudulent activity on this credit card. The card was refunded, and no further action is required by you.

 Charge Status

Whether or not the patron’s card was processed successfully at the time of the last charge

 Paid

The patron’s card was successfully charged on the last charge date

 Pledged

The patron has pledged, but we’ve not yet attempted to charge their card

 Declined

The patron’s card declined the charges on the last charge date. We automatically notify patrons whenever their card declines

 Refunded

The patron’s card was successfully charged on the last charge date, and subsequently was refunded by you

 Fraud

We detected fraudulent activity on this credit card. The card was refunded, and no further action is required by you.

Patron Card

The patron card on the right displays additional information about the patron selected within the table:

 Name

The name your patron has provided

 Patronage length

The number of months for which your patron has been actively pledging. Note: if a patron deleted their pledge and came back, this will reflect the amount of time since they came back.

 Email address

Your patron’s email address

 Shipping address

You patron’s shipping address, if one was provided

Filters

Easily find specific groups of patrons by using one of the  filters: 

 Reward tier

Filter your list of patrons down to a particular reward tier, including patrons who have selected “no reward.”

 Pledge value

Filter your list of current patrons by a range of pledge values

While the PRM continues to grow, you can still access tools like bulk messaging and CSV exports from the original Patron Manager.