Magento 2 Customer Extensions

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User Guide

1. Overview

Guest to Customer for Magento 2 extension allows automatically converting guest users to real customers after they finish the checkout process. This module also 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 the same email of guest users before are also assigned to converted customers. Moreover, assigning guest users to customer groups is also very easy because admin can assign right in the extension configuration or make mass actions in the Guest Management Grid.

2. How Does It Work?

To configure the extension, please go to Store ⇒ Configuration ⇒ BSSCOMMERCE ⇒ Guest to Customer.

2.1 General configs

In Enabled: set Yes to enable or set No to the module.

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.

+ If you set No, guest users after checkout will be included in a Guest Management grid table. Then, you can make mass actions to assign them to customer groups. This action also means that you manually convert them to real customers and create accounts for them.

Import Guest to Customers

For guests placing orders before you install this extension, you can still import them to the Guest Management grid, and convert them into customers automatically or manually.

Accordingly, pick a period time to import guest in From and To.

Then, click Import button to import guests.

2.2. Guest Management

You go to Customers ⇒ Guest ⇒ Guest Management to check this table:

magento 2 guest to customer - guest management grid

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:

choose group to assign account after converting guest to customer

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

2.2 Notification email

set up notification email of account creation sent to guest email

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.

2.3 Required fields

required fields to create account for guests

In this section, you complete customer information which are displayed in the checkout if you set up as Required for this information in the Name and Address Options.

*Note: Reason why you need these configurations.

In Stores ⇒ Configuration ⇒ Customer ⇒ Customer Configuration ⇒ Name and Address Options: set which is required in name and address options

In case you set Required for information such as Show Prefix, Show Suffix, Show Date of Birth, Show Tax/VAT Number, Show Gender, Show Telephone, Show Company and Show Fax, which means that customers can create accounts only when they complete all of this information. However, when a guest user checkouts, he/she doesn't complete them because this information is not included in the default checkout. Therefore, the module cannot create accounts for guests when converting them to customers

With Required Fields configuration of the module, customer information is completed here and in the above case, the module will take customer data from these configurations to create an account for converted customers.

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