> For the complete documentation index, see [llms.txt](https://newsleopard.gitbook.io/help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://newsleopard.gitbook.io/help-center/features/automation/6.md).

# 日期欄位觸發是什麼？

日期欄位觸發是透過會員名單中屬於日期型別的欄位，搭配腳本設定每月或每日特定時間，對符合條件的會員名單進行觸發。

## 定期觸發的提醒與通知

1. **生日禮：** 匯入會員生日，並設定每月觸發，即可讓當月壽星收到專屬的祝賀或優惠。若設定每日觸發，可以搭配個人化資訊並說明優惠規則。若要提前觸發，可以改匯入會員生日提醒日期(會員生日往前一個月)，優惠規則也要跟著調整。
2. **到期提醒：** 匯入到期提醒月份或是日期（實際到期日往前一定時間），搭配腳本設定每月或每日觸發，提醒會員續約或是邀請聯繫客服。

## 活動系列信件

1. **節慶系列信：** 匯入節慶行銷啟動日，設定每日觸發並搭配開信或點擊行為判斷，即可進行系列信件寄送。
2. **產品促銷系列信：** 匯入促銷提醒日，設定每日觸發並搭配開信或點擊行為判斷，即可進行系列信件寄送。

關於匯入欄位資料可以參考：[如何匯入日期欄位觸發自動化信件](https://newsleopard.com/blog/how-to-upload-date-column/)

## 用 AI 生成信件內容

編輯信件內容時，可以在**「選擇編輯器」**中選擇**「用 AI 生成活動內容」**（AI 生成 EDM），告訴 AI 這封信的目的，它會幫你寫好主旨、預覽文字和內容設計。

![選擇編輯器：用 AI 生成活動內容](https://4127314495-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsvDTOR6r3x23iQ0fZfaN%2Fuploads%2Fgit-blob-00deec5515cf12b22d5be5a2625f94c2fcde0392%2Fautomation-5-select-editor-ai.png?alt=media)

詳細步驟請參考：[如何使用 AI 生成活動內容？](/help-center/ai/ai/generate-campaign-content.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://newsleopard.gitbook.io/help-center/features/automation/6.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `build a script that syncs our docs to a CMS` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.