How to Convert Guest Orders to Customer In Magento 2?

As a leading Magento development company, we act as consultants for online store owners. Our recent interactions have revealed that all stores, big or small, are increasingly worried about decreasing profitability. Based on a comprehensive analysis of these stores and wider industry research, we can confirm that there a multitude of reasons contributing to this problem.

One such reason is the poor customer experience. Of course, we understand and acknowledge that customer experience is a broad term. It includes everything, ranging from the pricing to the way the checkout phase is set up. Indeed, the checkout phase is the single most important step. This is where the customer decides whether they will complete the purchase or abandon their cart.

One might think that after taking so much time in deciding the product, there is little reason to abandon the cart. But that’s not the case as evident from the below statistic.

According to this statistic, the average global cart abandonment rate is above 70 per cent. This is indeed alarming given the fact that businesses have access to more customer data than before. On top of it, advertising mediums have become more refined. What’s more surprising is that the statistic only represents the average global cart abandonment rate. In other words, for some industries, the rate is above 80 per cent.

The above statistic confirms that online store owners need to focus their attention and resources towards optimising the checkout phase. Over the years, there have been various innovations in this field. They range from one-click checkout to completinga purchase without registering with the website. This brings us to Magento 2’s notable feature.

Magento 2 Guest Checkout Feature

Magento allows users to checkout as a guest. In other words, users have no need to sign up. Instead, they can complete the purchase just by entering their contact information, address, and payment details. From the store perspective, this is a drawback as they need user’s information to target them through emails and other marketing strategies.

Asking them to register will force them towards competitor websites. This is where the Magento 2 Convert Guest to Customer Extension by FME Extensions plays a crucial role.While this extension offers numerous features, its overall purpose is to automatically convert a guest buyer to a registered user. In other words, users don’t need to enter any information or complete any additional steps.

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Benefits of Converting a Guest Buyer to a Registered Customer

There are notable benefits of converting a guest to a customer in Magento 2, including:

Faster Checkout

Users don’t need to enter information every time since billing and shipping information is already stored. This leads to a faster checkout process.

Order Tracking

Registered users can easily track their orders. The same is not applicable for guest users. The only way they can do is if the store has set up an extension for it.

Refined Marketing

Store owners can use the customer’s information to send personalised marketing messages. This can increase chances of repeat purchases and foster greater customer loyalty.

How to Convert Guest to Customer in Magento 2

After installing the extension, follow the below steps.

Step 1: In the admin panel, go to FME EXTENSIONS > Configuration. This will take you to the extension’s configurations.

Step 2: In the General Configurations tab, set the following options.

As you can see from the above image, you can either opt to convert guest to customer automatically or do it manually. For this tutorial, we are going to teach you how to do it manually. Customer Group refers to what category the new customers will be assigned.

Import Guests allows you to import a CSV file containing guest buyer details. After importing them, you can convert them to customers.

Step 3: Send Mail

As you can see from the above image, there are two options. Select the one which matches your requirements.

Step 4: Guest Management

In the admin panel, go to FME EXTENSIONS > Guest Management.

You will get a window similar to the above image. This window represents all guest customers. All you need to do is select which guest buyers to convert to a registered customer. You also have the option of converting guests to registered users in bulk.

How to Import Guests Via CSV File & Convert to Customers

As mentioned earlier, this Magento 2 convert guest to customer extension allows you to import guests via a csv file and then convert them to customers.

For this, first go to FME EXTENSIONS > Import Guests. Then, select the file to import. That’s it. A success message will appear detailing how many guests are converted to registered customers. Make sure that the guest emails match the email in the guest management grid. Otherwise, you won’t be able to convert them.

Conclusion

This concludes our detailed guide on Magento 2 guest to customer conversion. If you have any questions regarding this article, extension, or anything Magento-related, don’t hesitate to contact us. Thank You.

Other Related Extensions:

• Guest Wishlist
• Custom Registration Fields
• Cancel Order by Customer