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Setup takes a few minutes. Your progress saves as you go, so you can close the tab and pick up where you left off.
Your Overlap contact sends you a sign-up link. Open it and create an account, or sign in if you already have one. Overlap then sets up your workspace and takes you straight to campaign setup.
Each sign-up link is for one person, the first person who uses it. To bring in teammates, finish setup and then invite them from Settings → Members. See Managing your Team.
If the link doesn’t work:
  • “This sign-up link isn’t valid.” Check that you copied the whole link.
  • “This sign-up link has been turned off.” or “already been used by someone else”. Ask your Overlap contact for a new link.
  • If you’re signed in to the wrong account, choose Use a different account.

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2. Walk through setup

Setup has five or six steps, depending on how you pay. You’ll see a Payment step only if you pay by card. If you pay by invoice, that step is skipped. Press Continue (or Enter) to move forward and Back to change an earlier answer. You can’t use the rest of the dashboard until you launch your first campaign.
1

Sources: What should we clip?

Add the content you want clipped. You need at least one source.
  • YouTube: start typing a channel name to search, then click a channel to add it. Click Playlists to add just one playlist. You can also paste a channel link or an @handle.
  • Dropbox: connect your Dropbox account and pick the folder your campaign should watch for new videos.
  • Drive, RSS, SharePoint, Frame.io: paste a folder, feed, or project link.
  • Upload: add video or audio files from your computer.
  • Keyword and Person: type a topic or a name, then press Enter. Your Overlap team uses these to find and guide clips. Choosing Clip anything related to ”…” in the YouTube search adds your search text as a keyword.
Each source shows Syncing while it saves, then Listening.
New videos on YouTube channels and playlists, podcast feeds, and connected Dropbox folders are picked up automatically. Your Overlap team handles the other source types, including single videos, pasted folder links, and uploads.
2

Accounts: Connect your accounts

Choose where your clips are posted. Click Connect + next to a platform to link an account. Instagram, YouTube, TikTok, and X are listed first. Click More platforms for LinkedIn, Facebook, Threads, Snapchat, and Bluesky.Newly linked accounts are selected automatically. If you’ve linked several accounts on one platform, open that platform’s picker to choose which ones the campaign uses. You need at least one selected account.If the connection window doesn’t open, allow pop-ups for the site and try again. For platform-specific help, see Linking Accounts.
3

Payment: Add a payment method

Card billing only. Add the card your invoices will be charged to. Nothing is charged during setup. The form is secure, and your card number never reaches Overlap.You can change the card later from the Billing page.
4

Budget: What's your monthly budget?

Set your monthly cap, the most your campaign can bill in a calendar month. Drag the slider or type an exact amount under Or type an exact cap. The slider starts at your plan’s minimum. A small tick marks the budget you agreed with Overlap.Next to the cap you’ll see the most views that amount buys at your CPM rate. This is an upper limit, not a guaranteed number of views.
Budget step with a monthly cap slider, the most views the cap buys, and the CPM rate
5

Guardrails: What topics should I avoid?

Optional. Describe anything you don’t want clipped, in plain language. For example: no politics, skip anything that sounds like legal advice, and don’t touch ep 88.As you type, Overlap turns your note into short tags under Saved as. Clips are chosen with these restrictions in mind.
6

Review & launch: Here's your first 30 days

Review your plan and estimates, then click Launch campaign.New accounts ramp up gradually so platforms treat them as healthy:The estimated monthly views and first-month spend are projections, not guarantees. The page also confirms that $0 is due today.
Review and launch step showing the three ramp-up phases, estimated monthly views, and monthly budget
After launch you land on the Campaigns page. Your first campaign is named after your organization, for example Acme · Campaign 1. You can rename it at any time.

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Frequently asked questions

Contact your Overlap team through Contact Support in the profile menu, and they’ll update your campaign.
Your Overlap team sets up additional campaigns. Contact them with the sources and accounts you’d like to use.
Your workspace hasn’t been set up for the managed service. Open your sign-up link again, or contact your Overlap team.
If loading takes longer than usual, you’ll see Reload and Sign out options. Reloading usually fixes it. If it doesn’t, contact support.