Magento 2 Guest to Customer - PowerPoint PPT Presentation

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Magento 2 Guest to Customer

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Magento 2 Guest to Customer automatically converts a guest to a registered customer after the checkout step. Requiring registration need not hurt the sales. It depends on how the registration is implemented. And that’s the benefit of Meetanshi’s Magento 2 Guest to Customer extension for Magento 2 store owners. – PowerPoint PPT presentation

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Title: Magento 2 Guest to Customer


1
Guest To Customer for Magento 2 User Guide
  • Table of Content
  • Extension Installation Guide
  • Configuration
  • Email Notification Settings
  • Manage Guests
  • Email Notification to Customers

Guest to Customer for Magento 2
Meetanshi
2
  • 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 setupupgrade
  • For Magento version 2.0.x to 2.1.x - php
    bin/magento setupstatic-contentdeploy
  • For Magento version 2.2.x above - php
    bin/magento setupstatic-contentdeploy f
  • php bin/magento cacheflush
  • Thats it.
  • 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
  • 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
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
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.
Guest to Customer for Magento 2
Meetanshi
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