Build a Standard Population

Streamline account mapping motions by segmenting your data into meaningful groups of people or companies called Populations.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

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. After your data source has been processed, head on over to the Populations area to create Populations.

Watch this overview to learn how to build a Population in Crossbeam:

Create a Population

From the left-side Navigation Menu, click on the Data icon. This will open the side panel for Data & Sharing, select Populations from the panel options, and your workspace will display the Populations area.

  • Under Populations, you will see the three Standard Populations:

    • Customer, Open Opportunities, and Prospects

  • Each Population has a Create button

  • Click the Create button to build a Population

This will take you to the Population Builder area.

  • Population Name will be pre-filled based on the Population you selected

  • Add Optional Population Description

  • Select your Data Source 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 start the process of building Populations.

Any Data Source that you have previously configured will show up here, or click Add New Data Source from the population builder if needed.

Next, depending on the Data Source, you will need to select a File or a Table. This will vary depending on the Data Source:

  • For any CRM Data Source, you will see drop-down options for a Table

  • For a CSV File Data Source, you will see drop-down options for the names of the files you have previously uploaded

Once you select a table or file, you can click Continue to the next step, filters.

Add Filters

Filters allow you to segment your data and create a more specific population. To add filters, click the drop-down menu to Add Table Filters.

Again, depending on the Data Source, the filter options will vary.

The example below shows two filters groups on the Population: Account Type is Prospect AND Amount is not empty.

You will be able to preview the Population or save the Population by selecting the appropriate button. After you click Save Population, you will be prompted to select from three Sharing Default options.

Click the Next button to return to the Populations area and repeat these steps for all the Standard Populations.

πŸŽ“ Sign into Crossbeam Academy to further explore Populations!

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