This article provides an overview of the purpose of populations and instructions for creating populations.
A Population is a group of records with like attributes that are assigned a common label in Slate via population rules in the Rules Editor. Populations can include both prospect records and application records, and records can be enrolled in multiple populations at the same time.
Records are enrolled in a population when they meet the criteria defined by a population rule. If a record no longer meets the criteria of the population rule(s), it is removed from the population. Population rules can be either person-scoped or application-scoped, and multiple population rules can be used to enroll records in the same population. For example, a person-scoped population rule may enroll records interested in Psychology in a population, and an application-scoped population rule may enroll records that have applied to the Psychology program in the same population.
Populations can be leveraged in many ways in Slate. They can be used as filters in queries to easily return records that belong to a selected population. Populations serve as the foundation for drip marketing campaigns in Deliver. And populations can be used to manage access to records in Slate.
This article provides a full overview of what populations are as well as how to create a population.