✅ Mission To consistently deliver branded, timely, and engaging weekly posts on the YouTube Community tab that align with our overall marketing campaigns across platforms.
🎯 Desired Outcome
By following this process, you will ensure that:
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YouTube Community posts go live on the correct day and time.
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Captions and graphics match the campaign theme for the week.
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The YouTube Community reflects a professional, consistent presence aligned with the agency’s marketing schedule.
🚫 Unacceptable Actions
To maintain professional standards and brand accuracy, avoid the following:
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❌ Uploading posts without scheduling them.
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❌ Posting with the wrong caption or unrelated image.
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❌ Scheduling posts outside of the Eastern Time Zone (New York Time).
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❌ Uploading all graphics in a single post instead of creating individual posts.
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❌ Skipping steps or publishing directly without review or confirmation.
🧭 Step-by-Step Instructions
Step 1: Open YouTube to Create a New Community Post
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Log in to the agency’s official YouTube channel.
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On the right-hand menu, click Your Channel.
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Navigate to the Community tab at the top.
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Click into the Post field where you can upload images and text.
Step 2: Access the Marketing Folder for the Week’s Content
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Go to the shared Marketing Google Drive.
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Open the folder for the current month.
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Locate the folder labeled for the specific week you are preparing content for.
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Within that week’s folder, open:
👉 “Weekly Post Social Media Content” document.
Step 3: Get the Approved Graphics
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Open Canva and search for:
👉"YouTube Community Graphics - [Month]"
or look for the correct folder. -
Choose the graphics and download:
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Download each graphic individually in PNG format.
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Make sure the filename reflects the correct post or theme
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Step 4: Copy the Captions
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In the same “Weekly Post Social Media Content” folder, open the Google Doc with captions.
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Locate the captions that match each image you downloaded.
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Copy the appropriate caption and insert it into the YouTube post text box.
Step 5: Create and Schedule the Posts on YouTube
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In YouTube → Post, click the Image icon.
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Upload the correct image.
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Paste the corresponding caption.
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Click the Clock icon to schedule the post.
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Set the date and time based on the weekly social schedule from HubSpot:
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📅 Day: Match the planned social day (e.g., BLOG ANNOUNCEMENT).
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⏰ Time: Match the scheduled post time from HubSpot (e.g., 10:00 AM EST).
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Double-check:
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That the caption and graphic match.
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That the post is scheduled in New York Time (Eastern Time).
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Repeat for each post of the week.
Step 6: Confirm and Log Completion
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After scheduling all posts, go back to the Community tab and double-check that each one appears in the “Scheduled” queue.
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Cross-reference with HubSpot Social or your weekly task tracker to ensure nothing was missed.
🧠 Pro Tips
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Always preview your post before scheduling to ensure formatting looks correct.
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If you're unsure about a caption or graphic, reach out to the marketing lead before publishing.
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Save time by preparing all posts in one session and scheduling them back-to-back.