This guide explains how to export collected social media direct messages (Facebook, Instagram, Threads) from the Hearsay web portal. The export process follows the same workflow as exporting phone conversations.
How to export social media direct messages
Navigating to the Case Exports page
The Case Exports page is where you can create new exports, view the status of current jobs, and download files that have been exported. There are two ways to navigate to the Case Exports page:
From the Case Sidebar:
Click Case Exports in the Sidebar from the Case Homepage, Data Management, Members or Settings Tabs to go to the Case Exports page.
Click New Export to open the new export form.
From the Conversation Review Toolbar
Click Tools and then click Advanced Export.
Select Conversation(s) to be Exported
Exporting by Conversation
Using the search bar (highlighted in blue), you can find specific conversations by contact name and select or deselect them by toggling the checkbox (highlighted in red).
The "Hide Previously Exported Conversations" checkbox (highlighted in green) allows you to quickly filter out conversations that you have already exported.
The "Add All" button (circled in Black) allows you to add every conversation to the export list.
Exporting by Tag
To export only certain messages that have been labelled with a tag, press "By Tag". Select the Tag corresponding to the messages you'd like to print by clicking the checkbox to the left (highlighted in red).
PRO TIP: You can add Message Padding to automatically add a certain number of messages before and after each tagged message for additional context. Set padding to 0 to include only the tagged messages.
Select Output Format
Use the selector to pick the available file formats.
optional: Set Custom File Name
Provide a prefix to help you identify individual export files from the rest.
optional: Automatically Email Export File
Provide 1 or more email addresses to automatically send the file to when completed.
Press the Export Button
Press the blue Export button to submit the form.
Track progress on Case Exports page
You can track the progress of each of your export jobs on the Case Exports page. The pill will turn Green when complete. But no need to wait here, you will receive an email when the files are ready for download.
Download files to your computer
Once processing is complete, click Download to download the files to your computer. The file might automatically open in a new tab or check your Downloads folder on your computer to open or move.
(optional) Share Large Export Files by URL
If a file is too large to send by email and you want to share a download link to someone's email, press Share.
Enter the destination email address and press Send Export.
Next Steps
To review or tag messages before exporting, see:
If your export fails or takes too long, contact [email protected] for assistance.