COMING SOON | Improvements to Patron Relationship Manager

I like some of these features, like sorting by “tier tenure” and a link to the last message we shared. All that sounds very handy! I look forward to seeing the new improvements.

The fundamental feature I will miss from the old manager is still missing, however. Soon I will want to see a list of who was charged in April, and what their status was. I routinely use this feature of the old manager to scan over the list of a certain tier that gets an item each month, and check how many rewards I owe them. I understand benefits exist, but I like knowing exactly how their charges went through in each month, for reassurance and so I can easily tell the patron “You’re only getting 1 item, since your charge only went through in May”. My conception of how you’d do that with the current UI is a dropdown for “Charged in: December 2019/January 2020/February 2020”, etc.

Also, I hope you would consider making the list more straightforward and tabular in appearance. It suffers from so much whitespace it’s hard to visually scan, it has an annoying hardcoded 50-item pagination limit, not all columns are sortable, and as a result it just doesn’t feel like something to get real work done in. The old manager, however ugly, didn’t have these problems. And for the most part, neither does Kickstarter’s, to use another comparison. I really can’t stand how light and airy this design is for a part of the site that should be about presenting lots of raw data for me to examine, so I would hope that this could be changed as more features are added.

And in case they’re not, I should also ask: is CSV export sticking around? :slight_smile:

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A post was merged into an existing topic: Patreon Message Feedback

The main reason I have always gone to the old Manager vs the Relationship Manager is because I can see a breakdown of all of the Patrons at each tier for a given month on one page. In particular, I look at the one for the current and previous month for sending out physical rewards as I order prints at the end of the month. That is very important for me. Will that still be available?

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Speaking of CSV exports, it would be amazing if Patreon had a preferred partner (like Stride for healthcare) that was about using the CSV export to send custom physical rewards.

Many of us don’t quality for Premium to get merch, and many of us do simple things like sending a monthly postcard. I know most creators just figure it out for themselves but I think it’d be awesome guidance if Patreon had a place they endorsed and updated the CSV downloads so we could very easily just download an address-containing CSV, upload it to a product partner’s service to automatically send out – here’s the big part – without having to modify the CSV!

If this was arranged, in the future Patreon could probably work on a partnership with a particular service that made it easy to instantly send very simple rewards and take it out of the earnings. This wouldn’t butt against the incentive to grow and qualify for bigger merch, but imagine if starter and Pro/Legacy plans could at least send a customized postcard to one tier each month with a simple no-problems export/import?

If such a service already exists though, I’d love to know. I know there’s places where you can upload an address list but not something that simply takes the Patreon export as-is without having to edit a spreadsheet every single month. With a handful of Patrons it’s doable, but with my schedule not having to take the time to go through Patreon, the CSV, editing and double checking names and addresses, clearing bad ones, formatting it however is needed for something like Vistaprint, etc. – it’d be nice if this process was streamlined even if it was just for one custom postcard delivery system.

I put this reply in here since it’d be something I think would be a part of / that I’d like with the patron manager system.

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The old Patron manager is still the easiest way to get the info I’m looking for. The simple list works perfectly if you want to look something up quickly. I don’t find the newer relationship manager to be a good product at all. It’s hard to manage and navigate.

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Thanks for the feedback @chris1612, can you provide more info about what info you’re often looking to gather in Patron Manager? Any more detail about what makes PRM hard to manage and navigate? Thank you so much!

Yes @dekilah, all features, views, and data in Patron Manager will be available in Patron Relationship Manager.

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Patreon anniversary sounds awesome! I’ve been looking forward to a way to reward legacy supporters, or patrons that fulfill a certain cumulative pledge threshold. That would be pretty cool.

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I really want the ability to make something repeating every x months. ESPECIALLY given that people are being taxed now.
I have prints that will go out every year, currently I’m just sitting there waiting for twelve stacks to happen before sending a print.

Also can Patrons opt out of certain things to avoid taxes? So if somebody doesn’t receive a physical good, shouldn’t they not have to pay taxes on it?

Sorry if this was addressed above. Mobile reading is lacklustre.

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We’ve wondered about that too. We know that not all of our patrons actually take advantage of the different offered benefits, yet they might be taxed on them whether they do or not. I guess it would be too difficult for Patreon to track who is actually using the benefits or not . . .

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I’m thinking that items which require a shipping address are already tracked so it shouldn’t be too hard.

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Yeah, in our case it’s more like listening to bonus episodes, which is taxable, but not everyone listens to them.

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Yeah that would be a lot harder to check.

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I made some suggestions back here: [Feature Request] Automatic Deletion of Pledge

I also like the idea of being able to have one other team member on the pro plan!

Thanks for your amazing work!

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I don’t know if this falls into the same category, but I would love to see this small tweak made to improve the creator experience:

Brian

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Does this mean what I think it means?? All of our messages with a patron in one place for easy reference? Because that would be AWESOME!

Brian

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The original manager has a list of all patrons, divided in each category and all additional information. It’s a great overview and info is easy to access. I don’t think that the next generation of the manager offers a function like this + there is a lot of white space with the newer version of the manager.

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Okay, will this include that you can get the information in the Manager what someone’s maximum monthly pledge is, while you can’t get that info from the Relationship Manager? That is one example of some important information that I can only get from the Manager right now. Thanks!

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I didn’t read all of the discussion above, but I did want to briefly share my usage of each tool in case it is helpful:

  • Patreon Relationship Manager: I use this for searching for patrons, messaging them, and looking at their payment histories.
  • Patron Manager old version: I come here a few times a month to see how many people are declined. I like that without clicking anything, I can see “234 patrons” and “229 patrons processed” and immediately know that 5 are declined. Then I click into the big list, and I search for the word “declined” on the page. Each of those 5 people get an email from me, and conveniently their email addresses are already there so all I have to do is copy/paste their email address.
  • Patron Manager new version: I never use this, because the old version serves me better. Why? First of all, the overview page only shows me one number (229) but not the other number (234). Second, I have to do a filter to see the declined people, rather than just searching for the word “declined” (which to me is faster). Third, once I find those 5 people, I have to click on them to see their email address, which slows me down.

Hope this info is useful to Patreon!

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The only feature I can’t find is the Max Pledge feature in the old Relationship Manager where I could hover over their pledge and see if they’ve capped it. How do I learn that now? I have extremely high pledge levels for my Patrons ($100 is my most popular tier) and when I put out three Things, someone who just pledged might get charged $300, which could be TERRIBLE for me. Right now, when someone pledges, I go into Relationship Manager and confirm they’ve capped their pledge.

Help!

Also, I really love the old view of pledges by tier. I wish that was still available. It also made it really easy to select the folx I wanted to message.

Thank you!

Cheers,
Nancy

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I’ve never liked the relationship manager for many of the reasons others have iterated. It’s slow, too much whitespace, I have to filter to find things that were once displayed (like email address, slows me down even more), I can’t select multiple tiers at a time (which I frequently use to send bulk messages, so now I’ll have to do this one tier at a time), and so much more. Once again you are taking away functionality that I regularly use. (Remember the ability to delete a Patron that so many of us have complained about losing?) Please reconsider removing the old patron manager. RM is not a welcome substitute.

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