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Magento 2 stores are benefitted in various ways when a guest is converted to a registered customer. Meetanshi has developed Magento 2 Guest to Customer extension that automates the guest user conversion to registered customers from the admin panel. The extension allows easy registration at the store. Moreover, it helps to collect the maximum customer database that can be used for marketing purposes. This information can also be used to offer a personalized experience to the store customers. With the Guest to Customer for Magento 2, the customers can have a quick purchase and checkout with the saved billing information. With better facilities for registered customers than guest users, win their trust and build a loyal customer relationship! Admin can not only automatically convert guest users to customers after checkout, but also assign a suitable customer group. The customers are then notified via Email of the account credentials and the login link. Benefits of Magento 2 Guest to Customer: • Facilitates admin to convert guest users to registered customers after checkout. • Assign the suitable customer group when automatically converting a guest user to registered customer. • When a converted customer places an order with the previous guest user Email ID, the module assigns this order and all the previous orders to the new account automatically. • Send the new account credentials and link to the login page in the notification Email to the newly converted customers. • Select the desired notification Email template. • Facilitate easy registration at the store. • Collect customer data which can be used to improve the marketing efforts. For more information, visit https://meetanshi.com/magento-2-guest-to-customer.html
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Guest to Customer for Magento 2 © Meetanshi
Guest To Customer for Magento 2
User Guide
Table of Content
1. Extension Installation Guide
2. Configuration
3. Email Notification Settings
4. Manage Guests
5. Email Notification to Customers
Guest to Customer for Magento 2 © Meetanshi
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:
o php bin/magento setup:upgrade
o For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy
o For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f
o php bin/magento cache:flush
• That’s it.
2. Configuration To configure the extension, login 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.
Guest to Customer for Magento 2 © Meetanshi
3. Email Notification Settings Extension facilitates to send 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 Email notification to the customers
auto converted from the guests.
• Email Sender: Select the Email sender.
• Email Template: Select the Email template.
Guest to Customer for Magento 2 © Meetanshi
4. 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.
• 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.
Guest to Customer for Magento 2 © Meetanshi
5. 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.
