Create a policy

Features described in this article only apply to users of YouTube Studio Content Manager. For info on general YouTube policies, learn more here.

In YouTube Studio Content Manager, a policy is a set of rules that specify what action should be taken when a video gets claimed. Learn more about policies.

When a video gets claimed, you can decide whether a video gets one of these actions:

 Monetize: Allow users to view the video and display advertisements with it.

 Track: Allow users to view the video without advertisements; collect statistics about video views.

 Block: Don't allow users to view the video on YouTube.

For more control over your content, you can create custom policies. Custom policies allow you to customize where YouTube makes your content available or monetizes your content.

Create policies

  1. Sign in to Studio Content Manager.
  2. From the left menu, select Policies .
  3. Choose between 2 creation methods:
    • To use an existing similar policy as a template, find the policy in the list. In the right column, click Select action  and then Duplicate. A preloaded template will pop up that you can edit to make your new policy.
    • To create a policy from a blank template, click ADD NEW POLICY in the top-right corner.
  4. Enter a Policy name and Policy description for the new policy.
    • Use a name that summarizes the policy’s action and clearly distinguishes it from other policies, such as "Monetize only in France."
  5. Click ADD RULE and select the policy’s action: Monetize, Track, Block, or Route for review.
    • If you select Route for review, you’ll need to specify whether that applies to a Monetize, Track, or Block action. Learn more about the Route for review option.
      Tip: If you want the policy to apply at a future time, click ADD SCHEDULED POLICY. Select the policy action (Monetize, Block, Track, or Route for review). Enter the date and time when the policy should take effect in UTC or your local time. Then, follow the remaining steps below.
  6. Click ADD CONDITION to specify any policy conditions. Choose between: Match type, Viewer location, User video match amount, or Reference match amount.
    • Note: When you add a condition, it means the action you selected in Step 5 won’t be taken unless the conditions you specify are met.
    • You can add multiple conditions. When there’s more than one condition, the rule applies only when all conditions are met.
    • If selecting User video match amount or Reference match amount, enter the appropriate qualifications: Percent % or Minutes (mm:ss), Is greater than, Is smaller than, or Is equal to, and your value.
  7. Click SAVE.
    • The new policy will show on the Policies page. It can now be applied to your videos.
Using custom policies, the same policy rules can be applied to many videos at once. When you edit a policy, changes are automatically applied to all claims using that policy. Learn more about editing policies.

Learn from example policies

Below are some common scenarios with instructions for how to translate the scenarios into policies.

Set different upload policies in different territories

Example scenario

I want to monetize my video in the US, block it in Australia, and track it in Japan. I don’t own the rights to my video anywhere else.

How to set up the policy:

  1. Make sure you set ownership of your asset to the US, Australia, and Japan.
  2. Set Block outside of ownership on the claim for your uploaded video.
  3. Create a custom policy and add 3 rules: Monetize, Block, and Track.
  4. Add the Viewer location condition to each rule.
  5. For the Monetize rule, click EDIT COUNTRIES.
    • Make sure the default option Own in select territories is selected.
    • Click Add territory and select United States.
    • Click SAVE.
  6. For the Block rule, click EDIT COUNTRIES.
    • Make sure the default option Own in select territories is selected.
    • Click Add territory and select Australia.
    • Click SAVE.
  7. For the Track rule, click EDIT COUNTRIES.
    • Make sure the default option Own in select territories is selected.
    • Click Add territory and select Japan.
    • Click SAVE.

The policy above will now result in these actions:

Rule Condition
Monetize the video If the Viewer location is United States
Block the video If the Viewer location is Australia
Track the video If the Viewer location is Japan
Create a reference file for Content ID matching only, with no publicly viewable video

Example scenario

I’m uploading a reference for Content ID to claim user-generated content, but I don’t want anybody to view the file I'm uploading.

How to set up the policy:

You don't need a policy in this scenario. Deliver the reference video using a Reference Only spreadsheet template. Another option is to set the uploaded video to Private.

Allow short fan-uploaded clips

Example scenario

I want to run ads on fan-uploaded videos containing clips shorter than 5 minutes and block videos containing clips longer than 5 minutes.

How to set up the policy:

  1. Create a custom policy and add 2 rules: Monetize and Block.
  2. Add the condition User video match amount to each rule.
  3. For the Monetize rule, next to User video match amount, select Minutes (mm:ss) and Is smaller than. In the text box, enter 5 minutes.
  4. For the Block rule, next to User video match amount, select Minutes (mm:ss) and Is greater than. In the text box, enter 5 minutes.

The policy above will now result in these actions:

Rule Condition
Monetize the video If User video match amount is smaller than 5 minutes
Block the video If User video match amount is greater than 5 minutes
Claim dubbed versions of my content

Example scenario

I want dubbed versions of my content to be claimed.

How to set up the policy:

Usually you don't need to create separate policies to claim dubbed versions of your audiovisual content. By default, match policies encompass both video and audiovisual matches.

You only need a separate policy if you want to treat dubbed content differently from full matches. For example, if you want to set a different match threshold or apply a different action to dubbed versions. In this scenario, create a policy that has separate rules for full audiovisual matches and for dubbed visual matches.

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