Who This Is For / When to Use
Use this guide if you want to:
Connect a YouTube account to the Social Planner
Schedule YouTube videos or Shorts in advance
Manage YouTube posting alongside other social platforms
Step 1: Open Social Planner Settings
Navigate to Websites, Funnels & Marketing.
Open Social Planner.
Click the Settings (gear icon) in the top-right corner.
Stay on the Social Accounts tab.
Click + Connect Social.
Step 2: Choose YouTube as the Platform
In the Connect social modal, click Connect YouTube.
Step 3: Sign in With Google
When prompted, select the Google account linked to your YouTube channel.
Or click Use another account to sign in with a different Google account.
Step 4: Confirm Google Authentication
Review the sign-in confirmation screen.
Click Continue to proceed.
Step 5: Grant Required Permissions
Review the permissions requested for YouTube access.
Ensure video and account management permissions are selected.
Click Continue.
Step 6: Verify YouTube Account Connection
After authorization, return to Social Planner Settings.
Confirm the YouTube account appears with Status: Connected.
Step 7: Create a New YouTube Post
Go back to Social Planner.
Click + New Post.
Select Create New Post.
Step 8: Configure Your YouTube Post
Select the connected YouTube account.
Enter your caption/description.
Upload your video or Short.
Choose Post Type:
Video
Short
(When Short is selected, “#shorts” is added automatically.)
Add a Title.
Set Privacy Level:
Public
Private
Unlisted
Optionally add a Follow-up comment.
Step 9: Preview and Customize Across Channels (Optional)
Use Customize for each channel if posting to multiple platforms.
Adjust captions or titles per platform.
Review posts using the high-resolution preview slider.
Step 10: Schedule the Post
Choose a date and time.
Click Schedule to publish later.
Supported YouTube Upload Requirements
Maximum file size: 1 GB
Shorts:
Maximum length: 60 seconds
Recommended aspect ratio: 9:16
Thumbnails:
PNG or JPEG
Up to 2 MB (verified accounts)
Common Issues and Fixes
YouTube Account Does Not Appear
Ensure the correct Google account is used.
Confirm YouTube permissions were granted.
Reconnect the account from Social Planner Settings.
Upload or Scheduling Errors
Review color-coded error or warning messages.
Click the error to jump directly to the issue.
Confirm video size, format, and privacy settings.
FAQ
How do I connect my YouTube account to the Social Planner?
Go to Social Planner > Settings > Social Accounts, click + Connect Social, select YouTube, sign in with Google, grant permissions, and confirm the connection.
What permissions are required?
The Social Planner requires permission to manage YouTube videos, account access, and basic profile information.
Can I schedule both YouTube videos and Shorts?
Yes. You can select Video or Short when creating a new post and schedule either format.
Can I customize captions for different platforms?
Yes. Use Customize for each channel to adjust YouTube titles and descriptions separately from other platforms.
Can I post images and videos together?
Yes. A single post can include both images and videos and be scheduled across supported platforms.
What should I do if the connection fails?
Re-authenticate the Google account, confirm permissions, and reconnect the YouTube account from Social Planner Settings.