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Using TubeBuddy for More Efficiency in Managing YouTube

Jeffalytics started a YouTube Channel early 2016, and we’ve published 70+ videos since, that’s roughly 1.5 videos each week.

My tasks in the Jeffalytics YouTube content production process usually begins after the videos are uploaded. I’ll be the one polishing them up before they go live. My efficiency level has really improved with TubeBuddy.

Jeffalytics is on the Star Level of the TubeBuddy browser extension.

In big and small ways, TubeBuddy has helped me become more efficient in these areas:

Upload Defaults

After the videos are uploaded by my fellow team member, the first thing to do is to fill in basic infomation like video title, description, and tags. The Upload Defaults feature is a huge time saver for this task.

The power of this feature is especially obvious when having multiple categories of videos on the Channel. On the Jeffalytics Channel, we have videos on the Periodic Table of Google Analytics, Jumpstart Podcast, Depth of Knowledge, etc. Each category takes on a different format/ style. And the basic information of the video reflects that.

YouTube itself has only one Upload Default, so all videos can be ready with one template. But with TubeBuddy, it allows for multiple Upload Defaults.

I use this feature to set up the format, CTAs, and keywords specific to the category.

Here’s how to set up and use Upload Defaults:

  1. Go to Creator Studio > Channel > Upload Defaults. Click on Newupload_default_menu
  2. Fill in the details. I find the most important features to look out for are:
    • Privacy: I don’t make video go-live immediately, but we follow a schedule, so it’s important they stay Private, even when they’re ready.
    • Description: I’ll use placeholders such as “X” to denote blank, and have the ‘evergreens’ and format done as much as possible.
    • Tags: Each tag should be in quote marks (” “).
  3. Click Save when you’re done.
  4. To use the Upload Defaults, go to Creator Studio > Video Manager > Videos. Click Edit of the selected video.
  5. Click on Upload Defaults > View, and choose from the drop-down menu. You can select which areas you would want the system to populate the settings by checking the boxes. Click Apply. use_upload_default

Keyword Research

I use the keyword research tool below the Tags box to add helpful tags and also sometime sprinkle keywords in the title/ description. kw_

The first three features (Copy, Clear and Sort) are quite straightforward. But these are the features that make things ever so slightly better.

The Suggest feature shows the current tags and their scores. The nifty little green button allows you to add them as tag with just a click. Again, small but helpful features.suggest_kw

The Explore feature has quite a few things to play around with. Again, we see little green button when its a keyword.explorer_kw

Annotations Template

Annotations are text/ links/ hotspots layered over the video. Jeffalytics uses it primarily for the CTAs at the end of each video. The annotation templates I use comes in a ‘set’, instead of individual annotations.

To create an annotation template, you’ll need to start with clicking on Add annotation. Create and edit the annotation/s accordingly. In my case, I created 6 annotations for each of these CTAs. add_anno

Once you’re satisfied with how it looks, check the box Set this Video as an Annotations Template to save it. It is located at the bottom of the page. Remember to give the template a name (for your own referencing) before checking the box.set_as_anno

Now, that saved annotation template is ready for use.

To apply any annotation template, click on Apply Template. apply_anno_temp

Select templates from the drop-down menu. There is an option to de-select individual annotation, as well as to remove existing ones before applying new ones. Again, small wins for efficiency. Click Apply.

A pop-up will ask for confirmation to re-load the page. This is just how the software works. This is after TubeBuddy fixed the bug of having to manually re-load each time a template is applied.


After the annotations are applied, it’s still not quite done yet.

I’ll still need to go through the timestamps of each annotation, and fix them to match the new video.

Scheduled Go-Live

Here is another helpful feature. Scheduled Go-Live is simply scheduling videos to go live. I usually do this after the video is all set. Won’t want to schedule something half ready, forgot about it, and it went live half done.

Here’s how to use the Scheduled Go-Live feature:

To find the feature, click on the TubeBuddy button.


In the pop-up, select Scheduled Go-Live.


In this pop-up, you can edit the settings.


A few things:

  • Setting the Privacy: When the video is not live, it is set as Private. When it is live, it can either be Public or Unlisted.
  • Playlist: This is another small feature I appreciate. When the video goes live, it’ll automatically be added to the stated Playlist. How nifty! To find the playlist identifier, you need to go to the playlist page and copy parts of the URL. Look for the code after the equal sign. Copy and paste that into the pop-up. playlist_id

After you’ve scheduled the video to go-live, a note like this will appear. sch_note


So those are the few things that I appreciate about TubeBuddy. Some are ‘nice to haves’ but others are ‘musts’.

There are probably more features I’ll write about as Jeffalytics gears up for more video content. But for now, it’s pretty darn awesome.

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