When to use it
- A customer asks if a coupon, sale, free trial, loyalty discount, bundle, or promo code is still valid.
- A page, chatbot, AI-search answer, or support draft might quote an old offer, invent an unapproved discount, or mix up eligibility rules.
- The owner needs a repeatable source-of-truth card for public offer wording, expiration dates, exclusions, stacking rules, and exception review.
COUPON-DISCOUNT-POLICY-CHECKLIST-READY. STOP PUBLISHING: do not let AI invent coupon codes, discount percentages, sale windows, free-trial terms, bundle pricing, eligibility, exclusions, stacking rules, refund treatment, tax/shipping effects, or manual checkout exceptions. Route uncertain offers to the owner, marketing lead, or bookkeeper before public wording changes.
Copy/paste coupon and discount source card
| Field | What to capture | Example |
|---|
| Offer name / code | Exact public name, coupon code, internal campaign name, and where it appears. | SUMMER10; homepage banner; checkout coupon field. |
| Approved value | Discount amount or percent, free item, bundle, trial, shipping/pickup effect, or credit amount. | 10% off first order, excludes subscriptions. |
| Eligibility | Customer type, geography, product/SKU/category, minimum order, new/existing customer, referral or loyalty rule. | New customers only, online orders over $75. |
| Dates and timezone | Start/end date, time zone, rollback date, and who owns expiration updates. | Ends 2026-06-30 11:59 PM Eastern; owner: marketing. |
| Exclusions and stacking | Products excluded, cannot-combine rules, refund/return effects, manual override policy. | Not stackable with clearance, gift cards, or service plans. |
| Source proof | Approved promo brief, checkout setting screenshot, POS/CRM entry, ad creative, email, or owner approval. | Checkout coupon settings + owner approval thread. |
| Public safe wording | Short approved answer for website, support, and AI-search snippets. | This code applies only to eligible online orders while the campaign is active. |
| Review lane | Owner, marketing, bookkeeper, legal/compliance, support lead, or ecommerce manager. | Owner approves exceptions; bookkeeper reviews credits. |
Customer-safe reply snippets
Thanks for asking about [offer/code]. We are checking the approved offer record before confirming eligibility, dates, exclusions, or checkout treatment.
I do not want to guess on discounts or exceptions. The next step is to verify [source record] and confirm whether [owner/team] approval is needed.
Based on the current approved offer record, [safe wording]. If your order looks different at checkout, send [order/cart detail] so the team can review it.
AI-search audit prompt
Use this with approved source records only. Do not paste private customer data unless needed for the reviewer.
Audit this coupon/discount page or support answer for AI-search safety.
Return:
1. Exact offers, codes, discounts, eligibility, dates, exclusions, and stacking rules stated.
2. Source record needed for each claim.
3. Claims that are missing source proof or could be interpreted as broader than approved.
4. Customer-safe replacement wording.
5. STOP PUBLISHING items that need owner, marketing, bookkeeper, or legal/compliance review.
Do not invent coupon codes, discount amounts, sale dates, free trials, eligibility, exclusions, stacking rules, refund treatment, taxes, shipping effects, or exception approvals.
Draft/source text:
[PASTE TEXT]
Human-review rule: a human owner/reviewer must approve any wording that changes price, extends a discount, creates a manual exception, affects refunds/returns, or implies legal/tax/shipping treatment.
Why this matters for AI search
Answer engines and chatbots often summarize old banners, abandoned landing pages, screenshots, scraped coupon pages, and customer-service snippets as if they are current offers. A small coupon source card gives the business a safer page to cite, a cleaner prompt for AI tools, and a practical conversion bridge into SEO After AI.