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YouTube Integration

Portal extension

AgencyPro has a YouTube portal extension. Paste a YouTube video link and AgencyPro converts it to an embedded player on its own page in the client portal menu. Use it for onboarding videos, walkthroughs or recorded reviews.

Why connect YouTube with AgencyPro

A five-minute walkthrough answers more questions than a long email. The YouTube extension puts an onboarding video or a recorded review in the portal menu, so clients find it again later.

Upload the video as Unlisted so it does not appear in YouTube search. AgencyPro converts youtube.com/watch and youtu.be links to the embed format for you. For a playlist, paste the embed form of the link (youtube.com/embed/videoseries?list= followed by the playlist ID).

Key features

YouTube extension type built into AgencyPro (Pro and Plus plans)
Paste a watch link and AgencyPro converts it to an embed
Video opens as a page in the client portal menu
Works with unlisted videos
One video for all clients, or a different video per client organization

Benefits for your agency

No video hosting cost
Unlisted videos stay out of YouTube search
Watch links are converted to embeds automatically

How agencies use YouTube with AgencyPro

Portal onboarding video

A short tour of the portal for every new client.

Per-client walkthroughs

Connect the extension per organization and show each client a recorded review of their own work.

How-to library

Embed a playlist that explains how to submit requests and approve work.

How to set up YouTube

  1. Upload the video to YouTube and set visibility to Unlisted (or Public).
  2. Copy the video's link from Share.
  3. In AgencyPro, go to Workspace Settings > Extensions and click Add extension.
  4. Choose YouTube, enter a navigation label such as Getting started, and paste the link.
  5. Pick the scope, enable it for the client portal and save.

Frequently asked questions

Do videos have to be public?

No. Unlisted works: only people with the link, including your portal, can play it. Private videos will not play for clients who are not signed in with an invited account.

Can I embed a playlist?

Yes. Paste the playlist's embed link (youtube.com/embed/videoseries?list= plus the playlist ID). Standard watch links are converted automatically; playlist page links are not.

Which plan do I need?

Portal extensions are on the Pro and Plus plans.

Ready to get started?

See how YouTube fits into your AgencyPro setup, or ask us which plan you need.