Magento 2 Customer Profile: The module offers the store admin an excellent functionality to manage the customer’s profiles who had purchased from their store.
It helps the store admin to manage unwanted customer purchases.
The business merchants can now restrict the purchase of a customer based on excessive return, poor ratings, bad feedback, bad purchase history, etc.
The store merchants can provide reviews and feedback for the customers based on the purchase. They can even block or unblock the purchase of a customer.
Note: The module works only for registered users. It will not work for guest users.
Features
- The store admin can add the order ratings per order wise.
- The admin can add feedback and also review the customer.
- There is a feature to block the customer from the admin end.
- The admin can mention the reason for blocking the customer.
- The store admin can restrict the customer from further purchases.
- Similarly, the admin can set the rating visibility.
- In the case of poor ratings, the admin can set auto block the particular customer profile for further purchases.
- The admin can set the average ratings to auto-block the customer purchase.
- The store admin can set the incremental auto-unblock for every blocked customer.
- The customers can request to the store admin for unblocking.
- The store owners can set the duration of unblocking the customer profile.
- The customer will receive emails for the purchase blocking, and unblock request acceptance or denial.
- Likewise, the store owner will receive an email whenever the customer will request to unblock.
Install Extension from Magento Marketplace
If you have purchased this extension from the Magento Marketplace then please follow the below process or visit this link.
#1 Get Access Keys
You need to get access keys, navigate to My Profile in Magento Marketplace, then choose Access Keys in the My Products section.
Go to Magento 2 and then you need to copy both the Access Keys – Public Key and Private Key. These access keys will be needed in the next steps for authentication.
If access keys are not created earlier, click Create A New Access Key, enter any name and click OK.
#2 Update composer.json File
To know the component name and version number, go to your Magento Marketplace account section, My Profile>My Purchases, then find this extension to view the details. Please note – Below is an example image, every extension will have its unique component name and version.
After that, navigate to your Magento project directory and update your composer.json file in the following format.
composer require <component-name>:<version>
For example, to install version 5.0.0 of this extension you need to run the following command:
composer require webkul/customer-profile:5.0.0
#3 Enter Access Keys
Now you will need to enter the Access Keys that you obtained as explained in the first step #1 Get Access Keys. Wait for Composer to finish updating your project dependencies and make sure there aren’t any errors.
#4 Run Command
You need to run the following commands:
php bin/magento setup:upgradephp bin/magento setup:di:compilephp bin/magento setup:static-content:deployphp bin/magento indexer:reindexphp bin/magento cache:flush
Language Translation
For translating the module language, navigate through src/app/code/Webkul/CustomerProfile/i18n and edit the en_US.csv file. Thereafter, rename the CSV as “en_SA.csv” and translate all right side content after the comma in the Arabic language. After editing the CSV, save it.
Then upload it to the path src/app/code/Webkul/CustomerProfile/i18n where the Magento 2 is installed on the server. The module gets translated into the Arabic Language. It supports both RTL and LTR languages.
The user can edit the CSV like the image below.
Admin Configuration-Magento 2 Customer Profile
The admin can configure the general module settings as shown below in the screenshot:
General Settings
Display Ratings On Customer- The store admin can set the ratings whether he wants to display them on the customer profile or not.
Admin Email-id- Here, the store admin will enter his email address which will be used in the email template, and the places where the admin email is required.
Blocked Purchased Comment- The blocked purchase comment will be entered by the admin that will display in place of add to cart for blocked customers.
Duration Between Unblock Request- Enter the duration in days which will display at the customer end from creating another unblock request.
Auto Block Customer Purchase- The store admin can enable the Autoblock customer purchase for the customer in case of poor ratings. That will restrict the customer from further purchase.
Average Rating- The admin can set the average rating for auto-block. The customer will be auto blocked If the average rating goes below.
Auto Unblock Customer Purchase- The store owner can set auto to unblock for the customer purchase and the customer will be eligible for further purchase after some time.
Initial Auto-Unblock- Here, the store owner can mention the duration in days after which the customer purchase will automatically unblock.
Incremental Auto-Unblock- From here, the store admin can select Yes if he wants to set the incremental auto-unblock.
Incremental Unblock Duration- Enter the duration of incremental unblock.
Customer Profile Transactional Emails
Unblock Purchase Mail to Customer- The store owner can configure the email for unblocking purchase mail for the customer.
Block Purchase Mail to Customer- The customer will receive an email whenever the admin blocks the purchase.
Request for Purchase Unblock Mail to Admin- The admin will receive an email if the customer request for the purchase unblocks.
Request Denied Mail to Customer- The customer will receive an email if the admin denies the unblock request.
The store owner can set the email template from Marketing>Email Template> Add New Template as shown in the screenshot.
Now by navigating through Customer Profile>Customer Ratings the store admin view, and set the customer ratings.
Here, the records for ratings will display to the store admin with rating, customer name, purchase status, blocked times, and last blocked to date.
Block Customer Purchase
When the admin clicks on the customer name, the customer information page will appear. The store owner can manage the ratings and Purchase block, and unblock from here.
The average rating and order rating history will also display here.
To block a customer’s purchase, the admin will click on the Block Purchase button present at the top in the Ratings option.
A page will appear as shown in the below image:
Furthermore, the admin has to fill in the block details. Here, the admin will select the reason for blocking the customer.
After that, the admin can also add a note and then click on the Save button.
The customer will receive an email whenever the admin blocks the purchase.
When the customer purchase is blocked the customer will not be able to purchase from the store.
Add Customer Rating
Similarly, The admin can provide a rating to the customer by clicking on Add Rating button present in the Ratings option in customer information.
A page will open to fill in the rating details. The admin has to select the ratings, order id, add a summary and description.
Furthermore, The unblock requests will display to the admin in the Unblock Requests option in the Customer Profile.
The customer name, unblock note, request date and action will display here.
Moreover, the admin can unblock the purchase of a customer from Ratings option present in the customer information.
If a customer’s purchase is blocked then a button named Unblock Purchase will display for unblocking the request. By clicking on it, the admin will redirect to the below screenshots:
The order rating history, previous blocks, customer account information, unblock notes will display on this page. At the top-right two buttons Accept Request and Deny will be visible to the admin.
The admin can accept the unblock or deny the request of the customer as per the previous block and order history.
The customer will receive an email if the store admin accepts the unblock request as shown below:
Likewise, the customer will receive an email when the store admin will deny the customer’s request.
Customer Profile View When Purchase Blocked
In the customer’s profile, the customer will navigate through the My Account>My Rating section.
The users can view their average profile rating in the My Ratings option. Here a note will display below average profile rating.
Right below the note, a button for request unblock will display to the user. The users can request the admin to unblock their purchase by clicking on this button.
When the customer clicks on the button to request, a pop-up to add a note will open. The customer can add a note for the admin to unblock the purchase.
The admin will receive an email for the unblock request as shown in the image:
In case the admin did not approve the purchase unblock request then there a button will appear named Request Denied with a note.
The customer can create another request after the duration set by the admin.
The customer will also not be able to purchase the items added to the wishlist as shown below:
The customers can also view their order rating history option in their profile.
Front-End View-Magento 2 Customer Profile
The blocked purchase will reflect in the product category option as shown in the screenshot:
When the customer tries to purchase the item then there is a message for Purchase Blocked will display at the place of add to cart button.
Note: If there is any previously added item in the cart and the customer purchase is blocked then the customer will not be able to purchase it when he proceeds to checkout.
That’s all in Magento 2 Customer Profile. Still, have any issues, feel free to add a ticket and let us know your views at webkul.uvdesk.com