COMING SOON | Improvements to Patron Relationship Manager

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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One hundred percent agree. And since it’s going to mean that I can no longer show the actual amount being pledged to my Patrons on Twitch, instead of whatever this bizarre “after fees” calculation is (which, as I have been publicly saying for years, is something which I don’t necessarily want patrons to see or care about–that’s on Patreon and their own fee structure), as of early July it will look like my Patreon has plummeted in support. Frustrated, after being repeatedly told that they would take our feedback into account, that they haven’t here, and are forcing us to use a manager which doesn’t accomplish what at least some of us want it to.

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I don’t understand of what you guys Aiming for…
The OLD VERSION of Patron Manager is SUPERIOR…
It’s give us DETAIL of which Patron who’s pledge HIGHER, LONGER, even LATEST CHARGED…
And now you want to Divide them into more LESS INFORMATION and LESS INNOVATIVE Feature of Patron Manager ??
Like… WHY ?? I really don’t understand… Just bring back the Old Patron Manager…
Or at least GIVE US A CHOICE to keep OLD VERSION of Patron Manager…

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Definitely agree that this is a rather necessary feature that I don’t see in the new Relationship Manager.

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I have always gone out of my way to use the old version, because it’s concise, has everything on one simple table, and is easily sortable by the columns I need most, mainly the last payment date. I keep it open on my computer sorted by date, so I can see whenever a new Patron joins and immediately offer them their welcome email and send their rewards, etc.

The new version seems to suggest that you can sort by date, but in reality it does NOT work. The dates are still all jumbled up, there is no way to get the most recent charge date to appear at the top of the list. And why would I want to scroll through page after page after page when going through my transactions, when I could simply use the old report that showed EVERYONE on one page? Surely all this whitespace isn’t doing anyone any good? Honestly, I think it’s a major headache and by the comments I’ve read here, I’m not alone.

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while i’m all fine with the update to the system, can you get the export to CSV to actually output the data, as i need this to manage my patreon bonues, it currently outputs nothing

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Same here. Always used the old version of Patron Manager, all required information on one sigle page that is actually missing in the new version that i btw never use due to the already above mentionned reasons.
Relationship Manager is even worse to me. All that white blank space… No information i’m actually lookin for when lookin for processed pledges.

I would rather stick to the OLD PATRON MANAGER!! Do Not Get rid of it PLEASE!

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Hello,
I try to download CSV in the new relationship manager and it’s consist only header without patrons.

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  1. I wish the messaging system were smoother. I find navigating it a little chunky and clunky and I worry sometimes that welcome messages aren’t going out. I worry that they haven’t gotten other messages I send out to them personally. I would like to be able to embed links into personal messages since I sometimes send them personal bonus material for joining during the covid time as a thank your for spending their money on art when some of them are under or un employed atm.

  2. Not sure I don’t like having multiple managers? I would like to voice I echo the desire to have the exit surveys to be more robust.

  3. I don’t really use the management tools very much. The ones I like are when getting the month set up and ready to go for benefits for tiers. And the addresses for sending out physical rewards.

  4. Not sure yet. Will heart the ones I agree with in this thread.

I do not like the benefit manager now including EVERY SINGLE THING. I liked it tracking physical rewards for each month because it was a check box I needed to make sure I tracked. But this new way of overhead for all things forever is… too much.

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