Convert Guest Orders to Customers in Magento 2: Complete Guide

Guest checkout is a preferred checkout option for a lot of customers who don't want to go through a long registration process. It is also an option that allows them to place orders faster. 

Can't say the same about merchants.  Many falsely assume that guest checkout "steals" them of marketing potential since they can't gather valuable data about their customers. That's not entirely true. At least not with the Magento 2 Guest to Customer Extension.

In this guide, you'll learn how to convert guests to customers in Magento manually or automatically. We'll also share how to do that for all of the old guest orders.

Configure Guest to Customer Extension

Before you start converting guest orders to customers you have to make sure you're gathering valuable data. To do that, you need to fill out a few settings.

General

First, navigate to Stores > Configuration > Magefan Extensions > Convert Guest to Customer and Enable the extension. Then choose whether to Automatically Convert Guest to Customer. We'll discuss it later.

Address

Here you need to choose whether to Assign Order Address to Customer and select the Invalid Order Address Action. The invalid address will either be skipped or skipped with the displayed error message. 

Welcome Email & Newsletter

If you want converted customers to be automatically added to your newsletter subscribers enable the Subscribed to Newsletter option.

Then, if you want to notify customers that there's an account created for them, enable the Send Welcome Email option.

Customer Group

Select the Customer Group you want converted customers to belong to and choose whether to Change Order Customer Group during conversion.

Allow Customers to Convert Guest Orders

The last option is Allow Customer to Assign Their Guest Orders. Enable it if you want customers to confirm adding their guest order to their accounts.

Then, select the Confirmation Email Template that will be sent to customers who decide to assign guest orders to their accounts.

Don't forget to Save the settings before moving to the next step.

Convert Guests to Customers in Magento

To have more control over each guest order that gets converted to customer you should convert them manually. However, if you have a steady flow of guest orders, it's best to simplify the process with automation. Let's discuss both options.

Manually

Once you install the Guest to Customer Extension it adds the Convert Guest to Customer button to the Order, Invoice, Shipment, and Credit Memo pages. So to convert guest orders to registered customers in Magento, you need to go to any of these pages and press a corresponding button.

You can also convert guest orders to customers directly from the orders grid. 

Automatically

Now we go back to the extension settings (Stores > Configuration > Magefan Extensions > Convert Guest to Customer Extension). Enable the Automatically Convert Guest to Customer option and choose the Order Status on which guest order should be converted to customer.

This way all your guest orders will be automatically converted to customers after checkout.

Convert All Old Guest Orders to Customers (In Bulk)

When you use guest checkout the number of guest orders steadily increases while the customers' list grows slower. But that's no longer an issue since you can convert all those old guest orders you've gathered over time. 

Just go to the Stores > Configuration > Magefan Extensions > Convert Guest to Customer and scroll all the way to the bottom. Then press the Convert All Old Guests to Customer button.

Once you confirm the action all guest orders will be converted to customers.