Keep reading to learn how to build Custom Populations or watch the video below:
❗️Important
Custom Populations are only available on Connector and Supernode plans. Visit the Billing page to upgrade your plan.
Create a Population
Navigate to the Populations page, click Create Population, and the Population Builder will open.
Build a Customized Population
Create a Population name
Add a description
select a Data Source from the drop down menu options
Click Continue.
Under Filters, you will select from the drop down menu options the records for this population.
Click Preview to review what you have selected.
you now have the optional to edit the Current Filter, add a New Filter Group, or Delete a Filter Group
Click Save Population if you are satisfied with the population.
Setting Sharing Defaults
You will be prompted to select from one of three sharing defaults options in a pop up modal.
Hidden: Your partners cannot see this population.
Overlapping 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, is 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.
After selecting a Sharing Default, click Next. In the pop up modal confirm new default by clicking Save or make changes by clicking Back.
Once you return to the Population page you will now see the new custom population added.
🎓 Sign into Crossbeam Academy to further explore building Populations!
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