Changelog · 22 July 2026

The Shopify merchant record now carries the context.

Marlo customer profiles now combine Partner revenue and lifecycle with notes, searchable tags, saved filter segments and retained distribution evidence.

What shipped

  1. 01Team notes on customer profiles
  2. 02Up to 20 searchable manual tags per merchant
  3. 03Saved search, lifecycle, billing, app and tag filters
  4. 04Tag-aware customer CSV exports
  5. 05Retained acquisition, affiliate and Google Ads evidence on the merchant record
  6. 06Member and viewer permissions
  7. 07Audit records for CRM mutations
  8. 08Query-string-free evidence URLs and explicit unknown attribution

What did not ship

Marlo does not send customer email, create support tickets or automate follow-up from a note. Saved segments are live filters rather than static audiences. Google Ads evidence appears only after its separately controlled connection and server-event path are configured.

Use it

Follow the Shopify app customer CRM guide, then start by tagging one verified merchant and saving one operational segment.

Use the method on your own data

Marlo keeps definitions beside the relevant report and detail views.

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