▶️ Posting YouTube Videos in the Social Planner

Welcome to the YouTube Publishing Guide inside the Social Planner. Whether you're posting long-form videos or YouTube Shorts, follow these steps to get your content live smoothly.

🎯 Step 1: Select Your YouTube Channel

1. Go to the Social Planner inside the Marketing section.

2. Make sure your YouTube Channel is selected in the Channel Selector.

⚠️ Note: Stories and Reels do not apply to YouTube.

📝 Step 2: Add Video Description

Use the Description Box to enter details that will appear below your YouTube video.

You can:

• Add text, hashtags, tags

• Use emojis and line breaks for formatting

• Include URLs (if allowed on your channel)

🔒 Some channels may have restrictions on posting links. Be sure your YouTube account meets these requirements.

🎥 Step 3: Upload Your Video

1. Click the Video Icon 📹.

2. Select the video from your computer.

3. The video will appear in the Preview Panel on the right.

🖼 Step 4: Choose a Thumbnail

• YouTube will auto-generate a few preview thumbnails.

• Click the thumbnail icon to view and select one.

• Want a custom thumbnail?

  • Click Custom Thumbnail

  • Upload your custom image

• Click Save Changes to finalize your selection.

✏️ Step 5: Set Video Details

• Title: Enter your video title and preview how it will appear.

• Privacy Level:

  • Public

  • Private

  • Unlisted

• Follow-up Comment (Optional):

  • Add a comment that will be posted under your video once it’s live.

🔄 Posting a YouTube Short

1. Change the Post Type to Short.

2. If your video does not meet YouTube's vertical aspect ratio requirements, an error message will appear.

3. Remove the unsupported video by clicking the trash icon.

4. Upload a properly formatted vertical video.

📏 YouTube Shorts require a vertical aspect ratio (9:16) and be under 60 seconds.

The rest of the process is the same as with standard videos:

• Upload thumbnail

• Add title and description

• Set privacy level

• Add optional follow-up comment

📤 Final Step: Post or Schedule

At the bottom, you’ll find several action buttons:

• 💾 Save for Later: Save as a draft

• 📤 Post Options (via dropdown):

  • Post Now

  • Schedule Post

  • Send for Approval

  • Schedule Recurring Post

  • Delete

Choose the option that best fits your workflow.