Documentation for Guest to Customer

• 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.
  

• Whenever a customer puts a product on his wish list you can get email with all products which are being put on the customer’s wish lists.
  

• User Friendly and flexible configuration
  

• Admin can easily add his email subject & email address from backend.
  

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.

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.

After Installation of Extension login to magento admin panel to set configuration of the extension.

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 the Email notification to customers 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.

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” massaction.

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.

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.

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.