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Custom Populations

Creating Custom Populations to segment data any way you like!

Joy Rudnick avatar
Written by Joy Rudnick
Updated this week

Organize and segment any target accounts with Custom Populations.

In this article:


❗️Important

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


Create a Population

Click on Data from the navigation menu, select Populations from the dropdown options.

Click the Create Population button to open the Population Builder.


Build a Customized Population

In the Population Builder, complete the following fields:

  • Name your Population

  • Add a description (optional)

  • Choose a Data Source from the dropdown

  • Depending on your data source, select the specific File or Table you'd like to use

Click Continue.


Apply Filters to Define Your Population

  • Under the Filters section, select a field to filter by

  • Choose a comparison operator (e.g., is, contains, greater than, etc.)

  • Enter a value to complete the filter

  • You can add multiple filters to narrow your population

  • Use AND/OR logic between filter groups for more complex segmentation

Click Save Population to create it.


✍️Note

Available filter options will vary based on the data source and field type.

Want more detail on how to use Population filters? Click here to explore the filter options to customize your Populations.


Set Sharing Defaults

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 Custom 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


πŸŽ“ Sign into Crossbeam Academy to further explore building Populations!


πŸ“„ Related Articles

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