--- name: mailerlite-group-and-segment-audit description: Audit how MailerLite groups and segments are organised, find overlapping, empty or orphaned ones, and confirm which subscribers a campaign would actually reach before any membership change. Use when the user asks to tidy groups or segments, check who a list or segment includes, find duplicate or unused groups, or understand why a campaign audience looks wrong. --- # Audit groups and segments Groups are static membership lists you assign subscribers to. Segments are rule-based views you define and read. They answer different questions, and an audit that mixes them up will recommend the wrong fix. Your job is to map what exists, measure what each one contains, and only then suggest changes. Membership changes are the risky part: assigning or removing many subscribers at once is hard to undo, so the audit ends in a plan, not an edit. Confirm first which MailerLite account the connector is signed in to and that it is the account the user means. If the user wants a different account, that is a state change: wait for the user's explicit yes before switching. ## 1. Inventory every group and segment Call `list_groups` and `list_segments` and record for each: name, id, and the subscriber count where the tool returns one. Page through results rather than assuming the first page is complete. Note the total number of each kind. Do not read membership yet. The inventory tells you where to look and how big the job is. If there are many groups, sample the largest and the smallest rather than opening all of them. ## 2. Classify each object before judging it Give every group and segment one label: - **Active**: has members and a name that says what it is for. - **Empty**: zero subscribers. Could be a new group, a finished campaign's group, or a dead one. Check its creation context before calling it abandoned. - **Overlapping**: names or purposes that sound the same ("Newsletter", "Newsletter list", "Subscribers 2023"). Confirm overlap by comparing membership, not names. - **Orphaned**: a group whose purpose cannot be inferred from its name or contents, or a segment whose rules reference things that no longer make sense. Keep the labels separate from recommendations. "Empty" is an observation; "delete it" is a decision for later. ## 3. Measure overlap with membership, not names For a suspected overlap pair, pull `get_group_subscribers` (or `get_segment_subscribers` for a segment, using its status filter where it helps) for both sides and compare: - Share of the smaller group that is also in the larger one. Above roughly 80% suggests a duplicate. - Subscribers who are in both, and whether that is intended (a VIP who should get both mailings) or accidental. Page through the lists. Report counts and a few example names, never whole lists. ## 4. Find out what a campaign would actually reach This is the step that most often reveals real problems. A group's member count is not the audience. Before any group or segment is used for a send, check: - **Status filters.** A segment or group may include unsubscribed, unconfirmed or bounced subscribers. The number a recipient list shows can be lower than the raw membership. Compare the raw count with the count that would be mailed. - **Segment rules versus groups.** A segment is re-evaluated; its membership changes as subscribers' fields change. A group does not change unless someone assigns to it. A segment that looks right today may not be right next week. - **Stale rules.** A segment built on a custom field that was later renamed or removed may match nobody or everybody. Check the rule still refers to a field that exists (`list_fields`). If the question is "who gets this campaign", report the reachable count and say which filters produced it. ## 5. Plan changes; do not make them For each issue, write a proposed action with the exact object, the expected count affected, and why. Typical actions: merge two duplicate groups (move members, then delete the empty one), delete an empty group that has no campaign or automation tied to it, rename an ambiguous one, or fix a segment rule. Membership actions (`assign_subscriber_to_group`, `unassign_subscriber_from_group`) and deletions (`delete_group`, `delete_segment`) change live data. Present the plan and wait for the user's explicit yes before running any of them, and apply them in batches the user has seen. ## Common patterns and traps - **Counting the group instead of the audience.** A group of 5,000 with 1,200 unsubscribed is a 3,800-person audience. Always check status. - **Deleting an "empty" group that a live automation or form still feeds.** Check where the group is used before recommending deletion; if you cannot see that, say so. - **Treating overlap as duplication.** Two groups can overlap on purpose (a product list and a country list). Recommend a merge only when the purposes match. - **Segment drift.** A segment's count changing between two audits is normal, not an error. Record the date with your numbers. - **Trusting a name.** "Old customers" may contain people who never bought. Verify with membership and the fields that define the group. - **Paging too little.** Small first pages make a group look smaller than it is. Confirm totals before concluding anything. ## Output ``` Account: Inventory: groups, segments ( checked in full, sampled) Groups - (id ): members,