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Installing Send & Track
Follow this step by step guide to install Send & Track.
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Please make sure Microsoft Outlook is closed during the installation process. |
Step 1: Download Send & Track
- Login to Lead Liaison at https://app.leadliaison.com/login.php
- Click Settings > Integrations > App Cloud
- Search for Send & Track and click the Install button
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- Locate the zip file file you downloaded and proceed to Step 2
Step 2: Extract Zip File
- Go to the location where you downloaded Send & Track
- Use your favorite program to unzip Send & TrackOnce unzipped, you'll see two installers
Step 3: Run Installer
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Two versions of Send & Track are provided, one for the 32-bit version of Outlook and one for the 64-bit version. Check which version of Outlook you have before choosing which installer to run. |
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- Double click the file unzipped from Step 2
- If necessary, tell Windows to trust the application.
- Click "Next" on the welcome screen
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- Leave the default installation folder and settings then click "Next"Choose a destination folder to install the application and click
- Click "Next" .
Info It's recommended you keep the default installation folder for Send & Track
- Enter in your Lead Liaison username and password. This is the same username and password you use to login to Lead Liaison's web application located at https://app.leadliaison.com/login.php
- Click "Next" to begin installing Send & Track
- Click "Finish"on the Confirm Installation screen
- Once the installation completes, click "Close"
Step 4: Open Microsoft Outlook
- When you first open Outlook a Lead Liaison Send & Track box will popup. This box contains instructions on how to use Send & Track. Read the instructions then hit "OK". Also,
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- notice the "Lead Liaison
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- " menu item added to Outlook, as shown in the second screenshot below.
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Congratulations, Send & Track has been successfully installed! |
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