What is a "Campaign" in Sumac? What is the difference between a solicitation and a campaign?

What is a "Campaign" in Sumac? What is the difference between a solicitation and a campaign?

In Sumac, a Campaign is typically used to represent a fundraising effort. For example, a series of appeals  for donations you plan to send by paper mail or email. 

We found that some users consider a campaign to consist of several solicitations, while others reverse this and refer to a solicitation containing several campaigns. So we made Sumac neutral on this issue: from Sumac’s perspective, a solicitation and a campaign are exactly the same thing.

Sumac generally uses the term "Campaign" to refer to these kinds of things. But when you define a Campaign in Sumac, you can indicate that it is of type campaign or solicitation, and use whichever terminology you are most comfortable with.


    Our products got an upgrade!



    Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!


      • Related Articles

      • What is the difference between a Fund and a Campaign in Sumac?

        Typically a Fund is the purpose for a donation, i.e. how the donor wants you to use the money they've donated. If you allow donors to specify that a donation is for a particular purpose (e.g. “here is $100 to use for your Day Program" or “here is ...
      • How do I set up Time Tracking?

        Time tracking for Volunteers is part of the Basic CRM – every Sumac installation has as area called Time Dockets that allows you to keep track of time spent by volunteers, or even staff. For example, if you get a grant to provide transportation for ...
      • Importing Donations

        If you have donation data in different places – spreadsheets, or perhaps other databases, importing allows you to gather it all together in your Sumac database. Only certain users have permissions to import data into a Sumac database. If you are ...
      • Analyze & Report: Explore Donations

        Explore Donations gives you a quick overview of past donations, making it easy to look for patterns, and compare past months and years. Start by opening the Donations list under Fundraising, then click to expand Reports. Choose Explore. Define the ...
      • How-to Video: Import Donations (8:50)

        Script:  https://sumac.com/assetswp/training-docs/Import%20Donations.pdf If you plan on importing donations on a routine basis, consider using Universal Import! This helpful tool allows you to save your import preferences so that it is quick and easy ...
      Societ Academy

      Learn what you need to know, any time. Free!



      • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
      • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
      • A certificate of completion - you can request a certificate of completion for every session you attend.