If you use Campaign Manager 360 ("CM360", formerly DCM) as your ad server, you can generate both 3P and 1P tags on demand directly within the Upwave platform. Follow the steps below to integrate CM360 with Upwave and take advantage of this powerful integration!

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

Once you've received your email address, create a new User Profile in CM360 by selecting Admin → User profiles → New.

When creating the User Profile:

1. Enter the secure email address provided by Upwave.

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

   • For example: If the email address provided by Upwave is upwave_dcm_101010@upwave.com, the "Profile Name" should be upwave_dcm_101010.

On the User Profile's Properties tab, assign the Site Trafficker User Role.

Alternatively, if your organization prefers to use a Custom User Role, create one as follows:

1. Navigate to Admin → User roles → New.

   

2. Enter a name in the User role name field.

3. Choose a Source user role.

4. Adjust the permissions so the role includes:

   1. Placements: Read-only access

   2. Sites: Read-only access to properties

      

5. Click Save.

6. Return to the Upwave User Profile and assign the newly created User Role.

Navigate to the Filters tab of the User Profile.

Ensure the profile has access to all Campaigns that will be used with the Upwave integration.

Then, under Sites, either:

1. Allow all Sites, or

2. Manually allow every Site associated with the Campaign ID(s) you plan to use.

This is required for Upwave to access the placements associated with those Campaign IDs.

Once your User Role and Filters are configured, click Save.

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

Navigate to your Campaigns Overview page in Upwave.

1. Click the ellipsis (...) for the campaign you'd like to generate tags for.

2. Select Tag Management.

Once you're in your Tag Manager: Enter your CM360 Campaign ID into the integration module, then click Save and Load Placements. Upwave will load the placements associated with that Campaign ID into your Tag Management page.

Note: If you're integrating multiple Campaign IDs, simply add them one at a time.

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

If you receive an error while loading a CM360 Campaign ID in Upwave's Tag Manager, please review the following:

The CM360 Profile Name must exactly match the unique portion of the Upwave email address, excluding @upwave.com. A mismatch can prevent Upwave from accessing the Campaign ID.

For example: If the email address provided by Upwave is upwave_dcm_101010@upwave.com, the "Profile Name" should be upwave_dcm_101010.

An Upwave CM360 email address can only be associated with a single CM360 account.

If your organization has Campaign IDs across different CM360 accounts, you will need to either:

1. Move the applicable Campaign and placements into the CM360 account associated with the existing Upwave email address, or

2. Request a unique Upwave CM360 email address for each CM360 account.

If the Campaign ID exists but its placements aren't loading:

1. Confirm the Campaign is allowed under the User Profile's Filters.

2. Confirm all Sites associated with the Campaign are also allowed.

3. Confirm the assigned User Role includes the required Placements and Sites read-only permissions.