User Guide - Magento 2 Guest to Customer Extension

Welcome to Magehq Docs

1. Overview

Magento 2 Guest to Customer is an extension that helps eCommerce site convert guests into registered customers after completing the payment

Register Magento 2 guests as customers after they finish the checkout
Control and convert guest users manually in the grid
Change guest to a customer on the order detail page
Send email alerts to guest users about their new accounts
Link previous orders with the same email to the new account
Place registered accounts in an appropriate group

Extension link: Magento 2 Guest to Customer extension

2. How Does It Work?

2.1 Settings

Please go to Stores ⇒ Configuration ⇒ Magehq Extensions ⇒ Guest to Customer.

In Enable: Choose Yes to enable the module or choose No to disable it.

In Assign Orders with The Same Checkout Email to Customer: Choose Yes to enable this function and choose No to disable it

In Sync address, choose Yes to synchronize customer's address when the billing address and shipping address are the same.

In Auto Convert to Customer: there are 2 options to select.

+ If you set Yes, guests are automatically converted to real customers after they finish their checkout.

In Customer Group: select customer group to assign converted customers.

In Enable Notification Email to Customer: choose Yes to enable this function or choose No to disable it.

In Email Sender: select one store email to send notification emails to customers. These emails confirm customer account information to login into store website.

In Email Templates: select email template. This extension provides a default email template and you can easily customize in Marketing ⇒ Communications ⇒ Email Templates.

2.2. Guest Management

If you want to convert any guest to a customer, you tick in the box and then choose Assign a Customer Group. Specific customer groups are displayed to select

After choosing customer group and submit the request by click OK in the popup, guests are converted to customers.