Integrating CM360 with Upwave
Edited

If you utilize Campaign Manager 360 ("CM360", formerly DCM) as your ad server, you're able to generate both 3P and 1P tags on-demand within your Upwave dashboard. Follow the steps below to integrate CM360 with Upwave, and take advantage of this powerful integration. 

How to Use Upwave's CM360 Integration

Receive your Email Address from Upwave

To start, you'll need a secure email address to create a User Profile in your CM360 account. If you've not received this already, please reach out to your CSM. 

Create a new User Profile in CM360

Once you've received your email address, navigate to CM360 and create a new User Profile by navigating to Admin, User ProfilesNew.

Set Permissions

Once your new User Profile is created, set permissions to "Placements: Read-only access" and "Sites: Read-only access to properties".

You can assign the "User Role: Site Trafficker", or, create a Custom User Role with the 2 necessary permissions. 

IMPORTANT: The "Profile Name" that CM360 auto-populates must display the unique portion of the email address provided without "@upwave.com". Otherwise, errors will occur when adding a Campaign ID in the Upwave dashboard later. 

For example: If the email address provided is upwave_dcm_101010@upwave.com, the "Profile Name" that auto-populates would be upwave_dcm_101010.

Set Filters

Once the User Profile has been saved, navigate to the Filters tab of the User Profile, and ensure it has access to all Campaigns necessary:

While still in the Filters tab, also ensure that in the Site section is set to "All Sites Are Allowed" OR manually add the Sites that are trafficked to the Campaign ID(s) you plan to use. This is essential to allowing placement-level access.

Sync Your Upwave Tag Manager

You're now ready to load your CM360 Campaign ID(s) into your Upwave Tag Manager!

To do this, navigate to your Campaigns Overview page. Then, click the ellipses icon for the campaign you'd like to generate tags for. Then click "Tag Management". This will bring you to the Tag Management page for that campaign. 

Once in your Tag Management page, input your Campaign ID into your integration module (if you are integrating multiple Campaign IDs, please integrate them one at a time).

Once inputted, click "Save and Load Placements". This will pipe your placements from your CM360 Campaign ID into your Tag Management page. 


Create Tags

Once the placements have loaded for your Campaign ID(s), you're ready to create tags!

To do this, please see our article: CM360-Integrated Tags: Creation, Implementation, and Reporting


Troubleshooting

I received an error when loading my tags in Upwave's Tag Manager. Why?

  1. The "Profile Name" that CM360 auto-populates must display the unique portion of the email address provided without "@upwave.com". Otherwise, errors will occur when adding a Campaign ID in the Upwave dashboard later. 

    1. For example: If the email address provided is upwave_dcm_101010@upwave.com, the "Profile Name" that auto-populates would be upwave_dcm_101010.

  2. If when adding the Campaign ID, you receive the error, "Campaign with the ID {########} can't be found", confirm that the Campaign ID that you're trying to add is associated with your upwave_dcm_@ account. Fixing this will resolve the error.