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Magento 2 Guest to Customer

Magento 2 Guest to Customer by Meetanshi automates the guest to registered customers conversion after the checkout step.

Meetanshi
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Magento 2 Guest to Customer

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  1. 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.com

  2. 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: ophp bin/magento setup:upgrade oFor Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy oFor Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f ophp bin/magento cache:flush •That’s it. 2.Configuration To configure the extension, login to Magento 2 backend, move to Stores → 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 → → Guest To Customer for Magento 2 © Meetanshi.com

  3. 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.com

  4. 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 → can select multiple guests and convert them to the customers using the “Assign a Customer Group” mass action from the dropdown. → Manage Guests. The admin • •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.com

  5. 5.Email Notification to Customers Immediately after a guest is converted to the customer using one of the methods mentioned above, he gets and 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. If you have any question about this extension, you can Contact Us, and we reply you back within a few hours. Guest To Customer for Magento 2 © Meetanshi.com

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