Installing Send & Track

Follow this step by step guide to install Send & Track.

Send & Track is compatible with Windows and Microsoft Outlook 2007, 2010 and 2013 (32-bit and 64-bit versions).
Send & Track is only compatible with Windows operating systems (they are not compatible with Macs as Outlook for Mac does not support add-ins).
Send & Track takes about 5 minutes to install.

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 > App Cloud
Search for Send & Track and click the Install button

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 & Track
Once unzipped, you'll see two installers

Step 3: Run Installer

Select 32-bit or 64-bit

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.

Double click the file unzipped from Step 2
Click "Next" on the welcome screen

Enter in your full name and company name, click "Next"
Choose a destination folder to install the application and click "Next".

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"

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, nocice the "Lead Liaison Send & Track Toolbar added.

Congratulations, Send & Track has been successfully installed!