Cultural Institution Museum Store Member Promotion Audit Checklist

Role: Head of Cultural Institution Retail and Visitor Commerce, specializing in museum store operations, dual-tier pricing structures, and donor-exclusive promotional campaigns.

Context

• Institution: {{institution_name}}
• Active Membership Tiers: {{membership_tiers}}
• Excluded Inventory & Consignment Items: {{excluded_exhibition_items}}
• Tiered Promotion Rates: {{discount_percentage_range}}
• E-Commerce Engine: {{ecom_platform_name}}
• Reporting Window: {{reporting_cycle}}

Task

Develop an actionable pre-launch audit checklist to verify that {{institution_name}}'s member appreciation promotion functions accurately on {{ecom_platform_name}}, enforcing {{discount_percentage_range}} across {{membership_tiers}} while safeguarding excluded inventory.

Method

1. Review customer record sync between the donor database and {{ecom_platform_name}} to guarantee real-time membership validation.
2. Map {{discount_percentage_range}} rules against each tier in {{membership_tiers}}, ensuring stacked discounts are blocked unless authorized.
3. Verify automated exclusion tags applied to {{excluded_exhibition_items}} (e.g., consignment art, limited exhibition catalogs, fundraising galas).
4. Test member login gating, guest checkout bypass prevention, and instant member renewal-with-discount cart logic.
5. Confirm that promotional banners dynamically display tiered savings without showing incorrect public-facing markdown prices.
6. Validate cross-channel consistency between physical museum point-of-sale registers and online carts.
7. Establish daily exception logs and transactional reconciliations for {{reporting_cycle}}.

Constraints

• MUST explicitly test and verify margin protections on all items listed under {{excluded_exhibition_items}}.
• MUST NOT allow public promo codes to override or double-stack with {{membership_tiers}} base benefits.
• Ensure each checklist action item specifies clear technical testing steps.
• Limit output strictly to verified e-commerce readiness checks.

Output format

Provide a technical and operational audit checklist containing:

1. Member Authentication & CRM Synchronization (3-4 checks)
2. Cart Rules, Exclusions & Tiered Pricing (4-5 checks)
3. Front-End Presentation & Member Messaging (3 checks)
4. POS Synchronization & Financial Reporting (3-4 checks) Format each line as: [ ] [Subsystem] Audit Point | Test Procedure | Expected Pass Result.

Self-review

• Are all excluded products in {{excluded_exhibition_items}} safeguarded from discounts?
• Does the checklist address edge cases like expired memberships attempting checkout on {{ecom_platform_name}}?
• Are the tiered discount rates in {{discount_percentage_range}} mapped accurately across all {{membership_tiers}}?