Magento 2 Guest to Customer

Magento 2 Guest to Customer

 

Magento 2 Guest to Customer extension allows the admin to auto convert guests to registered customers after the checkout step is finished.

 

Table of Content

  1. Extension Installation Guide
  2. Configuration
  3. Email Notification Settings
  4. Manage Guests
  5. Email Notification to Customers
     

 

  1. Extension Installation
  • Extract the zip folder and upload our extension to the root of your Magento 2 directory via FTP.
  • Login to your SSH and run below commands step by step:
    • php bin/magento setup:upgrade
    • For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy
    • For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f
    • php bin/magento cache:flush
  • That’s it.

 

  1. Configuration
    To configure the extension, log in to Magento 2 backend, move to Stores > Configuration > Guest To Customer where you can find various settings to configure the extension.

 

  • Guest To Customer: Enable the extension from here.
  • Auto Convert Guests to Customers: Select YES to auto convert guests to customers.
  • Assign Customer Group: Select a customer group to assign to the customers who are auto-converted from the guests.
  • Auto Assign Orders With The Same Checkout Email To Customers: Select YES to auto assign the orders with the same checkout Email to customers.


Configuration  

  1. Email Notification Settings
    Extension facilitates to send the Email notification to the customers who are auto-converted from the guests if “Auto Convert Guests to Customers” setting is enabled to ”Yes” from the configuration.
  • Send Email Notification to Customers: Set YES to send the Email notification to the customers auto-converted from the guests.
  • Email Sender: Select the Email sender.
  • Email Template: Select the Email template.


Email Notification Settings


 

  1. Manage Guests
    If “Auto Convert Guests to Customers” setting is enabled to ”No” from the configuration, the extension lists all the guests to a separate grid under Customers > Manage Guests. The admin can select multiple guests and convert them to the customers using the “Assign a Customer Group” mass action from the dropdown.


Manage Guests Grid

  

  • Guest To Customer
    Whenever the guests are auto-converted to the customers automatically using the “Auto Convert Guests to Customers” setting or the admin opt to convert guests to customers from the “Manage Guests” grid, all the converted customers immediately added to the Customers > All Customers grid.


All Customers Grid

  

  1. Email Notification to Customers
    Immediately after a guest is converted to the customer using one of the methods mentioned above, he gets an Email notification on the Email ID. The Email has the details of the Email ID and Password of the customers to use to log in.


Email Notification to Customers

 

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