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.
Are you more of a visual learner? We got you covered. Watch this overview to learn how to build a population in Crossbeam.
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. Choose to create a Standard or Custom population
When you create a population you will see options for three standard populations or a custom population. If you have already created all three standard populations you will navigate directly to creating a custom population.
3. Give your Population a name or choose a Standard population
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.
If you choose a Standard population you will not need to give the population a name
4. Give your Population a description
A population description will be visible to partners of your choosing and will be useful for both you and your partners to understand the data in this population.
If you choose a Standard population you will not need to give the population a description.
5. Select a Data Source
Click on the dropdown that says "Select Connected 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.
6. 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 files 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 "Continue" button to take you to filters.
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 "Prospects" by filtering on Account "Type" = "Prospect".
We do this by clicking on the "Add Filter" dropdown, selecting "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":
Click on the text that says "Select Options" and a dropdown appears with all possible values for the selected field:
Now we select "Prospect" and click "Run Population" to see a preview of the records:
You can add more filters to the Account table by selecting "And" or "Or".
You can also add more dimensions to your populations by using group filters. Select "Add a filter group" to choose fields from other tables that you have synced from your CRM. For example, if you have synced Salesforce you may have chosen to sync your opportunity, contact, or user tables.
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 "Save & Run"
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.