Create a custom policy

The features described in this article are available only to partners who use YouTube's Content ID matching system.

A policy is a set of rules that specify how a content owner wants YouTube to handle a claimed video. Learn more about policy and claim basics.

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

  1. Sign in to the content owner using the administrator Google account.
  2. From the Content ID section of the Dashboard, select Policies. You'll see a list of your custom policies and the default match and usage policy.
  3. Select New Policy.
    • If you already have a custom policy that's similar to the one you want to create, select that policy from the list, and select Duplicate from the Action drop-down list. This can save you time.
  4. Enter a name and description for the new policy. Use a name that summarizes the policy’s action and clearly distinguishes it from other policies, like "Monetize only in FR."
  5. Select the Additional rule drop-down and choose the action (Monetize, Block, Track, or Route for review).
  6. Set the conditions for the rule. Specify what action to apply to the claimed video. Each rule consists of an action and when the action should be applied. 
    • Select the +Add condition drop-down, then set the basis for the condition. If you're creating a policy to apply as a usage policy, the only valid option will be Viewer location. Learn more about usage policies and match policies. You can add multiple clauses to the condition. When a condition has multiple clauses, the rule applies only when all of the clauses are met.
    • Choose the comparison operator ("is great than," "is smaller than," etc) and enter or choose the value to compare it to.
    • You can also choose to schedule a time when the policy will change.
      • Click the Schedule change dropdown to select a policy (Monetize, Block, Track, or Route for review).
      • Enter the timing details for when that policy should apply in UTC or your local time.
  7. Click Save. You'll see the new policy on the Policies page and can apply it to your videos.

You can apply the same policy rules to many videos using custom policies. Whenever you make a change to a policy, the change is automatically applied to all the claims using that policy.

Example custom policies

The sections below describe the policies to create in different scenarios.

Set different upload policies in different territories

I want to monetize my video in the US, block it in Australia, make it available for free in Japan, but don’t own it anywhere else.

First, make sure that you set ownership of your asset to the US, Australia, and Japan, and set Block outside of ownership on the claim for your uploaded video. Next, create a custom policy that has three if-then rules, all based on the condition Viewer location

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

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

You don't need a policy in this scenario. Deliver the reference video using a Reference Only spreadsheet template. Alternatively, you can set the uploaded video to Private

Allow short fan-uploaded clips

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

Create a custom policy that has two if-then rules based on the condition User video match amount.

Condition Action
(1) If User video match amount is less than 5 minutes Monetize the video
(2) If User video match amount is 5 minutes or more Block the video
Claim dubbed versions of my content

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

You only need a special 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 case, create a policy that has separate if-then rules for (full) audiovisual matches and for (dubbed) visual matches.

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