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Informations about the package module-customer-approval

Magento 2 Customer Approval Module

(Update) 2023-02-08: This project will be marked as a paid item and no longer be maintained as free. For further updates and technical support, please follow Customer Approval by Mageplaza for more information. We understand that this change might create inconvenience for our users. However, this is to ensure that the module will be updated with more useful features to support Magento 2 stores better. If you have any concerns or ideas about any features you would like to see, don’t hesitate to contact us and leave a request.

Customer Approval is a solution which helps store owner to approve or reject new account registration from customers in specific cases. This is regarded as an effective control method of customer accounts in online stores using Magento 2 platform.

1. Documentation

2. FAQ

Q: I got error: Mageplaza_Core has been already defined

A: Read solution here

Q: I have many sales campaigns, I would like give approval automatically or manually for a specific time? Can I do it?

A: Yes, for each period of your campaigns, you can set the approval to be automatic or manual from Auto Approve section of Customer Approval.

Q: After a new customer registers an account, how can I inform them to wait for verification?

A: You can set the message to customers at After-registration notification section.

Q: I am an admin. How can I know when a new account has been registered?

A: From the backend, kindly enable the function sending admin notification emails. You just need to add your emails on recipients part.

Q: How can I send customers the notification when their accounts has been approved?

A: You can configure this at Approve Notification section.

Q: How can I send customers the notification when their accounts has not been approved?

A: You can configure this at Not Approve Notification section.

Q: If customers are not approved to access page, can I redirect them to another page?

A: Yes, you can do it easily via Redirect CMS Page section from the backend.

3. How to install Magento 2 Customer Approval extension

Install via composer (recommend), run the following command in Magento 2 root folder:

With Marketing Automation (recommend):

Without Marketing Automation:

4. Highlight Features

Auto or manual approval

One of the most noticeable features of Customer Approval is that the store owner can give accept customers’ account registration automatically or manually.

In case the approval is automatic, customers will be approved immediately when finishing account registration and can log in easily. By contrast, if store owners would like to control carefully visitors, the approval can be managed manually from store backend.

This flexibility in the approval methods supports stores in specific purposes and strategies, suitably in various types of business, various strategies in different periods.

Auto or manual approval

Error Notice or redirect

What will happen when customers try to log in without approved accounts? Customer Approval offers two options with different actions: Error Notice or Redirect.

Error notice

In case a customer uses their accounts which have not received permission to log in, an error notice will appear to notify them with a specific message. Admins can set any messages with ease from the backend.

Redirect visitors to another page

In another way, customers whose accounts have not approved yet can be redirected to a specific page configured by the store admin. This is the page which is allowed to freely access without accounts or a simple notice page.

The store owner can choose redirected URL which suits a particular purpose such as introduction or marketing and so on. This navigation can avoid customers to feel disappointed or annoyed by their login failure. They take time with the recommended page and wait for the account acceptance.

Error Notice or redirect

Mass or Partial Approval

Another feature of Customer Approval is multi-select to approve or disapproved many accounts on the backend list. From admin backend, admins can select one, many or all customer accounts. Then, the select accounts can be approved or disapproved by just one click on a button as Approve or Not Approve quickly.

This helps admin can save a deal of time significantly in case there are a number of customer accounts waiting for verification. Moreover, it is very easy to change the status of already-approved accounts to prevent from login for some reason.

Mass or Partial Approval

Instant notification emails

Notification emails are supported in this extension. Both customers and admins can be informed instantly on any account updates.

With admins, when a new account has been registered, they will receive emails with details of customer accounts and remind them of approval. Besides, with customers, they will receive the notification emails accordingly when they register accounts successfully and when the accounts are approved or not approved.

Instant notification emails

API is supported

API is generated to support data among systems in stores. API can help systems in collecting the list of approved customer accounts, approving or not newly registered emails.

API access the extension components so the delivery of functions and information is more flexible. Through API, businesses can update workflows to make them quicker and more productive.

5. More Features

Select customer groups

Set approval for accounts of specific customer groups.

Notification label

The content of notice message can be customized easily.

Email template

Templates for emails to admins and customers are supported.

Command line

Quickly approve/ disapprove via command lines.

Compatible with SMTP

Prevent emails to spam box with Mageplaza SMTP extension

Mobile friendly

Properly display on both PC and mobile devices

6. Full Features List

For store admins

For customers

7. User Guide

7.1. Configuration

Login to the Admin Magento, choose Stores> Configuration> Customer Approval.

7.1.1. General

7.1.2. Admin Notification Email

7.1.3. Customer Notification Email

7.1.3.1. Successful Register
7.1.3.2. Approve Notification
7.1.3.3. Not Approve Notification

7.2. Customers

7.2.1. Grid

7.2.2. Edit Customer

8. Using API

8.1. Integration with Magento:

Step 1: Login to the Magento Admin, choose System> Extensions> Integrations> Add New Integrations to create new integration.

Note: For the API tab you should select Customers and Mageplaza Customer Approval.

Step 2: After creating the Integration, please select Activate

Step 3: Click Allow to get the information of the Access Token field.

8.2. Guide for using Postman to get customers list of waiting for approval, approved and not approved accounts.

8.2.1 To list the approved customers, you can use the GET method:

8.2.2 Approve with customers who have registered an account are in the status of Pending or Not Approval, you can use POST method.

8.2.3 Not Approve with customers who have registered an account are in Pending or Approval status, you can use POST method.

9. Instructions to run the command to Approve or Not Approve customer accounts

Note

When installing, you should run the following command to update customer grid:

When you want to remove the extension, you should go to the database to delete. Access to eav_attribute table, in the attribute_code column, you find and delete the is_approved attribute

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Requires mageplaza/module-core Version ^1.4.12
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