Installing Send & Track (Outlook)

Owned by Ryan Schefke

Last updated: Jul 06, 2020 by Christopher Kipgen (Unlicensed)

2 min read

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

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

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

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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