Convert Guests To Registered Users

Convert Guests To Registered Users
M2

TOTAL:
$79.99
Compatible With: Community 2.1, 2.2

Tech Specifications

Seller:
Current Version:
1.0.0
Type:
Stable Build
Updated:
05 February, 2018
Categories:
Extensions, Customer Support
Policy:

Overview

Convert guests to registered users on the frontend or backend, individually or in bulk. When a customer converts, they are automatically logged in to their account.

Other Extensions by MageModule, LLC

Overview

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MageModule's Convert Guests To Registered Users extension provides some great improvements to Magento's native functionality. Magento already allows a guest to convert to a registered user after placing their order. However, the native functionality is very basic and lacking features that website administrators frequently request. MageModule has answered the call for improved functionality to make this extension a must have!

One of the features missing from the default functionality is that a user cannot set a password. Instead, Magento normally generates a random password and the user is then forced to do a "password reset" in order to gain access to their new account. These additional steps are clunky and confusing. MageModule has added a password field just above the "Create Account" button on the order success page and the user MUST set a password. This removes all confusion from the process. Additionally, the customer is automatically logged into their account right after they click the button.

E-mail addresses are a unique account identifier. While they are not the principal unique identifier that Magento uses to distinguish customer accounts, they are a very reliable data point for this purpose. With that being said, another gap that CGURU fills is to retroactively connect a guest's previous orders with their newly created account based on the e-mail address under which the previous orders were placed. For example, if a guest just placed their third order as a guest and then converts to a registered user, all three orders will be linked to their account.

In the admin panel, the administrator can convert guests to registered users individually or in bulk. If the admin user navigates into an order belonging to a guest, there will be a "Register User" button available in the order toolbar. Upon clicking this button, a window will slide out presenting the option to enter a password. A password is not required and if left blank a random password will be generated. Depending on the extension configuration, an e-mail can be sent to the customer notifying them of the creation of their new account.

In the order grid, the admin can select as many or as few checkboxes that they would like and select "Convert Guests to Registered Users" from the mass action dropdown. When converting guests in bulk, there is no option to set a password. Additionally, the admin user does not need to waste time trying to determine which orders in the grid belong to a guest or registered user before selecting the orders to convert. This is because any orders which are already assigned to an account will be automatically skipped. This makes it both safe and convenient to simply select all available orders and the extension will determine which ones need to be converted.

Additionally, behind the scenes, CGURU updates the order with more information than Magento's native functionality does. By default, Magento simply updates the order with a customer ID but nothing else. This extension will update the order with all of the customer's details and also update several other order database fields to ensure that the website records remain as accurate and complete as possible.

 

Convert Guests To Registered Users will:

  • Add a password field to the order success page
  • Log the user into their account after successful account creation
  • Add a "Register User" button to the admin order view page on guest orders
  • Allow admin to set an optional password when converting an account
  • Allow admin to select checkboxes in the order grid to convert guests in bulk
  • Allow admin to send a new account Welcome E-Mail after account creation
  • Retroactively link previous guest orders to the new account based on e-mail address
  • Fill in several additional details on the order to help keep records accurate
  • Add a comment to the order that states whether the user was converted to a guest or the order was linked to an existing customer

 

Release Notes

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1.0.0:

  • Compatible with CE: 2.1 2.2
  • Stability: Stable Build
  • Description:

    Initial submission for sale on marketplace

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.

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Reviews

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