How to Organize and Manage Your Patrons in Microsoft Excel

If you’re a content creator, then Patreon is the perfect way to crowd source the people who love what you create. Once you become a Patreon, you will hopefully have Patrons who pledge money to help support your in your efforts to create content. As a Patreon, you want to know how to organize and manage your patrons in Microsoft Excel.

This post is inspired by my new friend, Hania Zdunek, whom I met on Patreon. How cool is that?

It isn’t just about making money. It’s an amazing community of inspired content creators. Hania has an amazing voice, wonderful music, that she’s sharing and, a great sense of humor. Check her out, and pledge something to help support her! She’s fantastic!

When you’re a Patreon, you’re a Patreon all the way, from your first piece of content, to your last content creating day.

Patreon gives you a really cool user interface, from which you can see your patrons, broken down by level. Well if you’re a data junkie like me, then you immediately look for that, “download” option, and Patreon provides that. This is where you can start to organize and manage your patrons.

Once you have your download formatted in what is called a flat file, it will become very easy to manage the information, and look at it in ways that will provide you with powerful insights. You can see how many people are in at each tier, when they signed up, and how much income you’re bringing in. The key to what you can do in excel, is that you can pivot around the information in many ways to get really useful information.

Once you organize and manage your patrons in Microsoft Excel, you can see which tiers are really working, and which ones aren’t. This will help you optimize your campaign to make sure that you are delivering the content that your audience really wants.

Here’s the thing. Patreon’s csv download comes in formatted much like it looks on screen. Hopefully they’ll change it, but in the meantime, here’s how to clean it up in just minutes.

Oh! You were looking for the explanation? That’s what the video is for! Go watch. It’ll be awesome, I promise!

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