Quick Start Guide

Ready to automate your social media? Follow these 5 simple steps to your first automated upload.

1. Add your Platform Account

Open Accounts ▸ Add Account. Choose YouTube and enter your credentials. VidPlanner securely manages your session profiles.

2. Automatic Target Detection

Once your account is added, VidPlanner automatically detects your associated channels (Targets). They will appear immediately in the account tree on the left sidebar.

3. Set up a Template Set

Open the Template Manager. While you can customize your patterns, VidPlanner automatically uses {file_name_clean} by default to ensure your videos always have sanitized, professional titles even if you don't set a custom template.

4. Ingest your Videos

Drag and drop video files into the video list widget, or set up a Watch Folder for automatic detection.

Pro Tip: Right-click any video and use Mark as... to manually override its status (resetting failed videos, skipping, etc.).

5. Start Automation

Review your metadata, click Apply Template, then hit Start Automation. Watch VidPlanner do the heavy lifting!

Live Automation Status

09:12:01 [SYSTEM] Worker #1 spawned

09:12:05 [DRAFT] video_01.mp4 -> Processing Template

09:12:10 [AUTOMATION] Starting YouTube upload flow...

Pro Tips

1

Use Smart Schedule to avoid hitting platform rate limits.

2

Monitor the Activity Logs drawer for real-time status updates.