Steps to Share a YouTube Video or Short via the Social Planner

Consistently posting to YouTube is crucial for building and sustaining your audience. YouTube's algorithm rewards channels that maintain a regular presence. With the help of your Social Planner, you can streamline your content planning and enhance your brand’s visibility.

Connecting Your YouTube Channel 

Before proceeding, ensure that your YouTube account is connected. If not, you can link it by selecting the two triangle icons, and then click "Add Account."

Next, click on the YouTube icon, which will open a login window where you can link your account.

Creating a New Post 

To begin a new post, click on the “New Post” button located in the upper right corner. Select “Create New Post,” or you can use the link found at the bottom of your post list.

Choose YouTube as your social media platform.

Type your caption and include any relevant hashtags. You can also use the AI tool (via the robot icon) to help generate content ideas. Feel free to format your text using bold or italics for added emphasis.

To upload a video, click on the camera icon. This will lead you to your media library, where you can either select an existing video or upload a new one.

Next, enter the title for your video and select the post type. Keep in mind that YouTube Shorts cannot exceed 60 seconds. You can also choose the privacy setting (Public, Private, or Unlisted).

You can also set up an automated follow-up comment that will post after your video goes live.

Before publishing, you can preview your post to ensure everything looks as intended.

Once satisfied, click the "Post" button. You will then be prompted to choose your next step.

After following these steps, your video will be ready for publishing.

Uploading Posts via CSV 

For those planning multiple posts, you can streamline the process by using a CSV file. This allows you to schedule up to 90 posts at once. Begin by clicking “New Post,” and select “Upload from CSV” to navigate to the upload page.

If you're unsure of the formatting, click “Download a sample file” to get a template.

Ensure your CSV file meets the following criteria:

• Date format: YYYY-MM-DD HH:mm
  (24-hour clock)

• The text field supports captions and hashtags

• Links should be provided as OG meta tags

• Multiple images/videos are accepted, separated by commas, with only one GIF allowed per post.

Once the file is ready, click “Next” to select your social channels and assign an approver if needed.

After importing the CSV and processing it, the posts will be reviewed by the selected approver. If no approver is designated, the posts will be directly scheduled.

And that’s it! Your posting schedule will now be organized and consistent, helping to expand your audience and grow your presence.

Key Notes:

• Video and shorts file size limit: 1GB

• Thumbnails: PNG or JPEG format, up to 2MB for verified users

• Shorts: Recommended aspect ratio is 9:16