Installing Send & Track (Outlook)

Installing Send & Track

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

  • Send & Track is compatible with Microsoft Outlook 2010 to 2019 (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

Step 3: Run Installer

  • Double click the file unzipped from Step 2
  • If necessary, tell Windows to trust the application.
  • 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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