thanks @Sanford Whiteman. no worries, I'm probably a bit slow!
I did understand that it's best to use Marketo ID as a key. The question that remains open for me is how do I perform look-up. As you know, you're able in GA to use some geo filters and a limited number of demographic filters. We would like to leverage on Marketo info to create some segments based on Industry and job titles. So how do I collect in GA the fact that Marketo ID 10002 is an IT Manager and works in Retail for instance? so that I can say in GA that 20% of the page unique visitors on my product A page are IT Managers. Does that make sense?
There are three major ways to use lead info within a page:
- Embedding tokens directly into a JS function call: _ga.push( {{Lead.Salary_Level__c}} )
- Embedding tokens into a JS object or JSON tag: leadDetails = { "Salary" : {{Lead.Salary_Level__c}}, "LastSale" : {{Lead.Last_Sale_Date__c}} } and then reference them: leadDetails.Salary. I find this method easiest because you can put all your dynamic stuff in one part of the page and not have to worry about extra/missing curly braces all over the place.
- Using a hidden form with prefill turned on. Then you can read the values inside the onReady handler: MktoForms2.loadForm('a.example.com','XXX-YYY-ZZZ',999,function(form){ form.getValues() }). This has the advantage that everything's already "packaged" for use in JavaScript, but the disadvantage that not all fields can be used in forms.
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