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Custom Populations

Creating Custom Populations to segment data any way you like!

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

Organize and segment any target accounts with Custom Populations.

In this article:


Custom Populations are only available on Connector and Supernode plans. Visit the Billing page to upgrade your plan.

Create a Population

Click on the Data icon, select Populations, and click the Create Population button. This will open the Population Builder.

gif showing steps to create a population in crossbeam

Build a Customized Population

Complete the following:

  • Create a Population name

  • Add a description (optional)

  • select a Data Source from the drop-down options

    • depending on the Data Source, you will also be prompted to select a File or Table from the drop-down options

Click Continue.

Under Filters, click the drop-down to select the fields you want to apply to the Custom Population.

Next, you will choose what kind of comparison you want to run on the field you selected.

Depending on the type of field you select, there will be different operators available to you. In some cases, you may want to introduce complex logic by filtering on multiple fields, and even using a combination of logic between your filter groups.

Click Save Population if you are satisfied with the population.

✍️ Note

Want more detail on how to use Population filters? Click here to explore all the options filters provide for customizing your Populations.

Set Sharing Defaults

You will be prompted to select from one of three sharing default options in a pop-up modal.

  • Hidden: Your partners cannot see this population.

  • Overlap counts: Your partners will see the number of overlaps that exist for this population. No specifics about the overlaps, including name or any other data, are shared.

  • Sharing data: your partners can see the data shared with them for all overlaps with this population.

✍️ Note

Crossbeam recommends setting Sharing Defaults to Hidden or Overlapping counts and later adjusting the sharing settings for each partner depending on the use case.

gif in crossbeam showing steps to selecting data sharing defaults

After selecting a Sharing Default, click Next. In the next window, confirm the sharing default and click Save.

Once you return to the Population page, you will now see the new Custom Population added to the list of Populations.

🎓 Sign into Crossbeam Academy to further explore building Populations!

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