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CRM on Patreon video screenshot
00:00
Relationship manager
To head to the Patreon CRM, select the "Relationship Manager" option in the left sidebar. This is where you can manage your relationships with your supporters.
00:09
Members
By default, you see a list of your supporters with information about their pledge, how much they've pledged so far, their status, and more.
00:10
Filtering
You can filter on your supporters by membership type, reward, pledge amount, and charge status.
00:31
Send message
You can message a supported by selecting them then clicking the "Message" button.
00:41
Private note
You can add a notes to individual supporters by selecting them, then adding a note to their "Additional details" section.

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Video uploaded: 2 years, 8 months ago