Stay connected with your patrons using the connection between Kit + Patreon.
In this article, we'll look at how to get set up.
Connect to Patreon
Click Apps under the Automate tab in the navigation. Look for the Patreon app, and then click Install.
Click the Authorize Kit to access Patreon button.
A window will pop up asking you to log in to your Patreon account. Once you've done this, you'll need to allow the connection to Patreon. Click Allow to continue.
After that, you'll be taken back to Kit. You'll see a "Authenticated with Patreon." success message:
Click Next, followed by Done, to complete the connection process.
How Patreon works with Kit
When someone supports you on Patreon, they'll be added as a subscriber in Kit. From there, you'll be able to see the tier they belong to each month by going to their subscriber profile's Purchases tab.
We'll also add a subscriber custom field titled "Patreon Tier." This field's data changes to match the subscriber's current Patreon tier. If the subscriber isn't a patron, the field will be empty.
We'll also add these Tags to your patrons in Kit, as appropriate:
"Patreon: Active": This Tag is added to patrons who are currently active.
"Patreon: Cancelled": This Tag is added if a patron cancels their membership.
"Patreon: Declined": This tag is added if a patron's payment method is declined.
When a patron is tagged with either "Patreon: Cancelled" or "Patreon: Declined," the "Patreon: Active" Tag will be removed.
Use these Tags to exclude or include patrons as your Kit email recipients. For example, if you want to email all active patrons, set up your recipients as subscribers who have the "Patreon: Active" Tag.
NOTE: Some patrons in Kit may have the "Patreon: Active" Tag but no purchases or pledges in their Kit purchase records.
This is due to the data we receive from Patreon: when a patron's payment is in a pending state, Patreon still considers the patron as active. As soon as we receive confirmation from Patreon that the payment has been completed or declined, Kit will update the patron's record accordingly (either by attaching the correct purchase or by tagging the patron as "Patreon: Declined").
Send patrons automated thank-you emails
Set up a Visual Automation to automatically send patrons thank-you emails after they start supporting you.
To do this, go to Visual Automations under the Automate tab in the navigation and click the + New automation button.
Select Start from scratch to start a blank new Visual Automation.
Click Start building to create a Purchase entry point for your Visual Automation. Then, select your Patreon membership tier.
This will cause the Visual Automation to start running for all patrons who subscribed to that Patreon membership tier.
NOTE: If you don't see your Patreon membership product in the products list or have questions about the Purchase feature, see our purchases feature setup and FAQ guide.
From there, you can build out your Visual Automation to send patrons a thank-you Sequence, add them to Tags, and more, to create the perfect post-pledge experience.
Learn more about setting up Visual Automations in this guide: