Document read-only Mailchimp journey audits

agent-workspace/domain-skills/mailchimp/automation-audit.md

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+# Mailchimp automation-flow audits
+
+Use this workflow to inspect an existing Mailchimp automation without creating
+contacts, triggering a journey, sending test messages, or changing live state.
+
+## Prefer GET requests for structure and evidence
+
+The Marketing API exposes enough read-only data for most audits even when the
+browser is at a login wall. Authenticate without putting the API key in command
+arguments or output. Build the Basic Authorization header in-process from a
+secret file or environment variable.
+
+Useful endpoints:
+
+```text
+GET /3.0/customer-journeys/journeys
+GET /3.0/customer-journeys/journeys/{journey_id}
+GET /3.0/customer-journeys/journeys/{journey_id}/steps?count=100
+GET /3.0/campaigns/{campaign_id}
+GET /3.0/campaigns/{campaign_id}/content
+GET /3.0/reports/{campaign_id}
+GET /3.0/reports/{campaign_id}/click-details?count=100
+GET /3.0/reports/{campaign_id}/sent-to?count=100
+GET /3.0/lists/{list_id}/segments?count=1000
+GET /3.0/lists/{list_id}/segments/{segment_id}/members?count=100
+```
+
+The customer-journey collection and step reads may not appear in the public
+API reference even when they are available for an account. Treat them as a
+read-only capability probe and fall back to the app if they return an error.
+
+Never probe the documented journey trigger with POST. That endpoint enrolls a
+real contact.
+
+## Reconstruct the journey graph
+
+`steps` is ordered. The durable fields are:
+
+- `step_type`, `status`, `display_text`, and `stats`
+- `trigger_details.tag.tag_name` for tag-entry triggers
+- `delay_time` in seconds for delays
+- `action_details.email.id` for send-email campaign IDs
+- `action_details.email.settings` and `report_summary` for a quick audit
+
+Sum consecutive delay values to describe the customer-facing schedule. Check
+`can_contacts_reenter` and `journey_wide_exit_condition` on the journey itself;
+an active series with no exit condition can keep emailing after a lead converts
+or replies.
+
+## Verify content and rendering
+
+Use `/campaigns/{id}/content` for the actual HTML, not just the subject line.
+Look for:
+
+- placeholder headings, lorem ipsum, and unexpanded merge tags
+- hard-coded prices, dates, warranties, or promotions
+- CTA text that is not wrapped in a link
+- default social links such as generic Mailchimp, Facebook, or X URLs
+- missing image alt text
+
+The campaign object exposes `archive_url` and `long_archive_url`. Open the
+public archive in the browser and take a screenshot to verify the rendered
+email. This is safe: viewing an archive does not send or enroll anyone.
+
+## Interpret reports carefully
+
+Automation samples are often tiny. Use aggregate reports first. Mask recipient
+addresses if `/sent-to` is needed for bounce or merge-field diagnosis.
+
+- `emails_sent` includes recipients who later hard-bounced.
+- A high open or click rate from only two or three delivered contacts is not a
+  stable performance result.
+- Security scanners may click every footer/social link. Compare tracked URLs
+  and `unique_subscriber_clicks` before treating clicks as buyer intent.
+- Check whether merge fields are populated. `Hi *|FNAME|*,` renders poorly when
+  every enrolled member has an empty `FNAME`.
+
+## Read-only safety boundary
+
+Do not call journey trigger, campaign send, test-send, pause/resume, member
+create/update, tag mutation, or delete/archive endpoints during an audit. Do not
+create a test contact. Record the exact GET evidence and request approval before
+making any live change.