Would you rather watch a video about how to build a population? Watch our Population Building video tutorial here.
Populations are groups of people or companies in your data. They usually map to funnel stages like Leads, Opportunities, or Customers. Read all about populations here.
Populations are created from data sources, like Salesforce or a CSV upload.
Creating a Population
1. Go to your populations page and click "Create Population"
2. Use our Population Wizard to get started
The wizard is designed for common Salesforce filters for certain data sets. You can build out your filters however the segments are defined in your specific Salesforce instance.
3. Give your Population a name
Click where it says "New Population" and type in a name for your Population. The population name will be visible to partners of your choosing and will be what they select when comparing data with you.
4. Select a Data Source
Click on the dropdown that says "Select Data Source" and select a data source.
Any integration that you have configured will show up here along with "CSV Uploads" if you have uploaded any CSV data.
5. Select a Table
Depending on your data source, this dropdown will vary slightly. For any integrations, you will see options for a main "Table" to pull in your data from. For Salesforce, for example, the options will be "Lead" and "Account".
If you select "CSV Uploads", then you will see the names of the tables that you provided when you uploaded your CSVs. See this article for more information on creating populations from CSV Uploads.
Once you select a table, you will see a new section called "Filters" appear as well as preview data.
6. Add a basic filter
Filters allow you to segment your data and create a more specific population. In this example, we are going to create a population of "Customers" by filtering on Account "Type" = "Customer".
We do this by clicking on the "Select Field" dropdown, then expanding "Account" and selecting "Account Type". Note that these values will likely look different for your data source.
Next, we select an operator. In our case, we choose "is":
Next, we click on the text that says "Type a value to filter" and a dropdown appears with all possible values for the selected field:
Now we select "Customer" and our preview populates with our results:
You can add more filters by clicking the blue plus sign to the right of the existing filter. For more advanced population creation, check out our article on Advanced Population Filtering.
If you don't see a field you want to filter on, don't fear! We have it in our system, you will need to Sync Additional Fields.
When clicked, you'll be taken to your Salesforce Settings page, where you can select additional fields to sync.
6. Save your Population
Once you're done, it's time to save your population by clicking "Create Population in the bottom right:
Your population has now officially been created!
Before you leave, you will be prompted to set your Sharing Default. Check out our full article on populations sharing defaults.
Click "Done" to set your sharing default. You will be taken back to your populations page.