In this article:
What are Populations?
Populations are segments of data from your data source. These Populations align with key stages in your funnel, such as prospects, open opportunities, and customers.
Watch the video below or keep reading to learn more:
How to Create a Population from a CSV File
✍️Note
Before you begin, make sure have created and successfully uploaded a CSV file, learn more here.
Click on Data from the navigation menu. Select Populations from the dropdown options.
Click the Create Population button
This will take you to the Population Builder area:
Add Population name
Add Optional Population description
Select CSV Upload from the Data Source menu
Under File the Name will be pre-filled base on the CSV file you uploaded or you can click the drop-down menu to select a different file
Click Continue.
To add filters, click the drop-down menu to Add Table Filters.
You will be able to preview the Population or save the Population by selecting the appropriate button.
Click Save Population when done.
Set Sharing Default
After creating a Population, you will also be prompted to set default sharing settings for each new Population you create.
To fully understand sharing settings in Crossbeam, please click here.
Manage Populations
Select Data from the navigation bar and Populations from the dropdown options.
For each Population, you can:
Click Edit to open the Population Builder and adjust filters
Click the three dots to adjust: sharing, duplicate or delete the population or export
Click the pencil icon next to Sharing Settings to adjust
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