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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

  • Locate the zip file file you downloaded and proceed to Step 2

Step 2: Extract Zip File

  1. Go to the location where you downloaded Send & Track
  2. Use your favorite program to unzip Send & Track
  3. 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


  • Leave the default installation folder and settings then click "Next"

  • Click "Next" 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, notice the "Lead Liaison" menu item added to Outlook, as shown in the second screenshot below. 

Congratulations, Send & Track has been successfully installed!

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