Guest to Customer

– Magento 2


USER MANUAL
Supported Version: 2.0, 2.1, 2.2, 2.3, 2.4
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Table Of Contents
Preface ......................................……………………………………......3
Installation...................................………………………………………..4
Option 1: Magento 2 install extension using COMMAND LINE .........…………..…..4
Option 2: Magento 2 install extension manually ………………………………….......5
Backend Example ………………………………………………………...……...6

Extension configuration………………………………………………………...6

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Preface:

- Magento 2 Guest to Customer allows automatically converting guest users
to real customers after they finish the checkout process.This modules gives
more options for admin to choose by showing a Guest management grid
table in case they don’t want to auto convert guests to customers. Previous
orders are placed by same email of guest users before are also assigned to
converted customers. Assigning guest users to customer group is also very
easy because admin make mass actions in Guest Management Grid.
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Installation:
There are two ways of installing extension in magento2.
1) Using COMMAND LINE.
2) Manually install extension.
Option 1: Magento 2 install extension using COMMAND LINE (Recommended).
Follow below steps to install extension from the command line.
Step 1: Download the extension and unzip it.
Step 2: Upload it to code directory in your magento installation’s app directory.
If code directory does not exists then create.
Step 3: Disable the cache under System → Cache Management.
Step 4: Enter the following at the command line:
php bin/magento setup:upgrade
php bin/magento setup:static-content:deploy
Step 5: Once you complete above steps log out and log in back to the admin
panel and switch to Stores → Configuration → Mageants →
Guest to Customer.
The module will be displayed in the admin panel.
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Option 2: Magento 2 install extension manually.
Step 1: Download the extension and unzip it.
Step 2: Upload it to code directory in your magento installation’s app directory.
If code directory does not exists then create.
Step 3: Disable the cache under System → Cache Management Edit
app/etc/config.php file and add one line code:
‘Mageants_GuestToCustomer’ → 1
Step 4: Disable the cache under System → Cache Management
Step 5: Once you complete above steps log out and log in back to the
admin panel and switch to Stores → Configuration → Mageants →
Guest to Customer, the module will be displayed in the admin panel.

Backend example
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After Installation of Extension login to magento admin panel to set
configuration of the extension.
Extension Configuration
As per below screen shot you can set all the settings here.

You can find configuration at Stores -> Configuration ->
Mageants -> Guest to Customer.

Enable Guest to Customer : Here you can enable and disable
module from back end.
Assign Orders With The Same CheckOut Email To Customer :
Select Yes to auto assign the orders with same checkout Email to
Customers.

Auto Convert Guest to Customers : Select yes to auto convert
guests to customers.
Customer Group: Select customer group to assign to the customers
who are auto-converted from the guests.



Extension facilitates to send th Email notification to customers
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who are converted from guests.
Send Email Notification to Customers : Select Yes to send
the Email notification to customers converted from guests.
Email Sender : Select the Email sender.
Email Template : Select the Email template.



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Manage Guests :
From the Admin Panel, go to Customers -> Guests -> Guests
Management

if “Auto Converted Guest to Customers” setting is enabled
“No” from configuration, extension lists all guests to grid under
Customers > Manage Guests. Admin can select multiple guests
and them to customers using “Assign a Customer Group” mass
action.
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Guest to Customer :
From the Admin Panel, go to Customers -> All Customers


Whenever guests are converted to customers automatically using
“Auto Convert Guests to Customers” setting or admin opt to
convert guest to customers from the “Manage Guests” grid, all
the converted customers immediately added to Customers >

All Customers grid.
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• Orders With Same Checkout Email

:
From the Admin Panel, go to Customers > All Customers > Orders

Orders are display when Configuration “Yes” of Auto Assign

Orders with Same Checkout Email to Customers After Converted

into Customers from Guests.
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• Email Notify to Customers:


Immediately after gueats is converted to customers using
of the methods mentioned above, he gets an Email
notification on Email ID. Email has details of Email ID and
Password of customers to use to log in.
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Thank you!
if you have any questions or feature suggestions, please contact us at:
https://www.mageants.com/contact-us
Your feedback is absolutely welcome!
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