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Paid Media5 min read

YouTube advertising: setting up a video campaign

YouTube advertising step by step: video campaign goal in Google Ads, ad format, video preparation, targeting, measurement and policy checks.

By Roozbeh Nazari · CEO

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YouTube advertising: setting up a video campaign

YouTube advertising means setting up a video campaign through a Google Ads account; YouTube itself has no separate ad panel. This article works through, in order, the decisions to make when setting up your first video campaign: campaign goal, ad format, video preparation, targeting, measurement and policy checks. The most common mistake in YouTube advertising is starting to build a campaign before the video is ready or, the other way round, producing a video without knowing which goal the campaign will serve. Thinking of both sides as parts of the same plan reduces the risk of wasting the budget.

Where YouTube ads are set up: account and channel link

Video campaigns are created in Google Ads, and the videos to be used as ads must be uploaded to YouTube. Two connections need to be ready before setup: the YouTube channel linked to the Google Ads account, and conversion measurement working. The channel link makes it possible to see what ad viewers do on the channel and to build remarketing lists. Without conversion measurement, the campaign is judged only by view counts, which says nothing about business results.

If you have never opened a Google Ads account, we explained how account setup and the first campaign steps work in our guide to advertising on Google. For an overall map of campaign types, see our article on what Google Ads is.

Choosing the campaign goal and ad format

According to the Google Ads help page, video campaigns can be set up with marketing objectives such as sales, leads, website traffic and YouTube reach, views and engagement; it is also possible to create a campaign without a goal. The choice of goal determines which ad formats and bid strategies can be used. So the order of decisions should be: first the result the campaign will be measured on, then the format.

Google's format page lists the core YouTube ad types as follows: in-stream ads that can be skipped after a few seconds, non-skippable in-stream ads, in-feed video ads shown on YouTube search and feed surfaces, very short non-skippable bumper ads, ads shown in the Shorts feed, and the masthead placement sold by reservation. Each format differs in placement, billing method and the campaign types it fits.

In practice, a simple structure is enough for a first campaign. In an awareness campaign, short non-skippable formats deliver reach; in a campaign aimed at website traffic or leads, skippable ads and in-feed ads are a better starting point, because they rely on the viewer choosing to keep watching when interested.

Video preparation: the first seconds and vertical format

In a skippable ad, the viewer has the right to skip the video after a short time. That is why the message and the brand need to appear in the first seconds; a video that opens with a long intro never shows most viewers its actual message. So that the video is also understandable when watched with the sound off, supporting the main message with on-screen text is a good habit.

Preparing a vertical version for Shorts placements should also be considered. A horizontal video looking small on a vertical screen weakens the viewing experience. Planning several versions of the same message in different lengths and ratios from the start gives better results than cutting and trimming afterwards.

The relationship between the ad video and the channel's organic videos matters too. Someone who watches the ad and comes to the channel quickly loses interest if they do not find regular, informative content there. How organic videos' titles, descriptions and chapter structure are prepared for search is the subject of our YouTube video SEO service; when the ad and organic sides are planned together, each feeds the other.

Be realistic about the number of videos as well. A campaign that starts with a single video gives no chance to learn which message works. Starting with two or three versions aimed at the same goal, made with different opening lines or different visual approaches, soon shows which approach holds viewers. Once a winning version is clear, new versions are built on that approach.

The page the video sends people to is also part of preparation. When a viewer clicks the ad, they should land on a page that continues the video's message and offers one clear action. Sending them to the home page forces the viewer to search again for what they were looking for and weakens the campaign's measured result.

YouTube ad targeting and budget logic

Targeting is thought of on two axes: who the ad is shown to and where it is shown. On the audience side, demographic settings, interest and intent audiences, and audiences built from your own data can be used. On the content side, specific topics, keywords or placements can be selected. Narrowing targeting too much in the first campaign reduces the data the system needs to learn; keeping it too broad spends the budget on uninterested viewers.

It would not be right to give a general figure for budget, because cost varies by sector, audience and competition. A healthier approach is to allow enough time and budget for the campaign to complete its learning phase and to write down decision criteria in advance: on which indicator, after how long, the campaign will be expanded or stopped.

Avoid frequent setting changes in the first weeks after the campaign goes live. Each major change can restart the system's learning process and makes it harder to understand which change caused which result. Keeping changes in a simple log with their dates makes it easier to read the performance curve later.

Keeping the campaign structure simple also helps in the first phase; a complex structure splits a small budget into too many pieces. Setting up a separate campaign for each goal and a separate ad group for each audience approach keeps reports readable. Piling many audiences and videos into the same campaign, on the other hand, makes it hard to tell which combination is producing results.

Measurement and policy checks

In a video campaign, the view count is a starting indicator, not a result. If the campaign goal is traffic or leads, conversion measurement on the website and, where possible, tracking of users who watched the ad and later came to the site should be included in the assessment. Setting up this measurement within the same framework as the other paid channels is the approach we follow in our paid media service.

The last step is the policy check. YouTube advertising policies cover YouTube-specific rules and community guidelines in addition to Google's advertising policies. Review starts automatically when an ad is created or edited, and making sure the ad complies with the policies is the advertiser's responsibility. Restricted categories such as healthcare carry extra conditions; reading the relevant policy page before launching the campaign avoids losing time on rejected ads.

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