Messages Transcript

The Messages Transcript is accessible via the Transcripts area of the Study Admin menu. The transcript will provide you with all of the direct messages within the Study. Depending on the settings you choose, Recollective will produce a file or series of files that you can download directly to your device.

In addition to the ability to locally download and extract all available message data, you'll have access to plenty of optional transcript settings and inclusions such as file output, participant identity format, and even included Segments.

Preparing Your Transcript

Transcripts can be customized based on a number of fields. These controls allow you to produce a transcript that contains all individuals and includes all messages or more focused ones that target specific participants or date ranges.

Date Range

This section allows you to determine the date range of the included messages data. In most cases, you'll typically extract all of the associated messages from your Study using the All Time default. However, if you need to drill down on a specific month for example, you have a custom as well as standardized date options.


This area controls which participant message threads are actually included within your transcript. While most users will create a data export that includes All Participants messaging data, you may find yourself downloading filtered data either by Select Participants or even Select Segments.

Optional Inclusions

You'll also be able to customize the amount of extra data that is included within your Messages Transcript. There are two optional settings you can include within your transcript:

  1. Excerpts: Any participant text that was highlighted and saved as coded excerpts from direct messages will be included in the transcript
  2. Broadcasts: This will include messages that were sent to multiple participants via the email broadcast function (these differ from the direct one-on-one message threads that would otherwise be used to communicate with individual participants)

Participant Identities

This series of options will allow you to determine exactly what participant ID information you'd like to include in your transcript. This ranges from including the participant's Full name, to more limited options such as Username only or Unique ID only.
Participant privacy is an incredibly important aspect of the platform. For best practices, we highly recommend the use of extraction options that involve limiting the amount of personally identifiable information being downloaded in physical files. There are dedicated controls to Include participant photos and Include participant emails.


Recollective can produce your Messages Transcript in three different file formats:

1. Formatted document (HTML) 

This option produces a media embedded HTML transcript of the participant messages. It closely resembles a Word document format whereby the messages and participant metadata is displayed in a vertically scrolling document. 
This output type is desirable for read-through documents and also allows you to customize the document further with the Simplify Transcript option.

You can always export the response data to a CSV file using the export option in the upper right hand corner. There's also a Print option if you'd like to use the transcript as a physical deliverable. If you'd like to save a version of your document, you can use the Print option to Save as PDF within your internet browser.

2. Formatted Spreadsheet (Excel) 

This option will produce an Excel workbook file for each participant thread of messages. The first row will act as a header row denoting the column field and the following rows will show the individual messages and replies.

3. Text-only data export (CSV) 

The CSV option contains all of the participant message data in a single sheet. No media is embedded in this export format and it is a text-only output of the requested participant message data.

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