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**Diagram Architect: Scenario Visualization**

# Customer Onboarding Flow Diagram for SaaS Platform

### Analysis:

The described onboarding flow involves multiple sequential steps: initial signup, email verification, profile completion, payment setup, and an optional tutorial. Critical decision points include whether users verify their email, complete their profile, set up payment, and opt into the tutorial. A key edge case is users abandoning the onboarding process at various stages. A retargeting mechanism is used to re-engage users who abandon midway, requiring a conditional loop with timed follow-ups.

### PlantUML:

plantuml

@startuml

title SaaS Platform - Customer Onboarding Flow

start

:User signs up;

:Send verification email;

if (Email verified?) then (Yes)

:Proceed to Profile Completion;

else (No)

:Wait (24 hrs);

if (User verified email after follow-up?) then (Yes)

:Proceed to Profile Completion;

else (No)

:Initiate retargeting email;

stop

endif

endif

:User completes profile;

if (Profile completed?) then (Yes)

:Proceed to Payment Setup;

else (No)

:Send reminder email (after 24 hrs);

if (User completes profile after reminder?) then (Yes)

:Proceed to Payment Setup;

else (No)

:Initiate retargeting email;

stop

endif

endif

:User sets up payment method;

if (Payment setup successful?) then (Yes)

:Offer Optional Tutorial;

else (No)

:Send payment failure notification & support contact;

stop

endif

if (User opts-in to tutorial?) then (Yes)

:Launch onboarding tutorial;

:Tutorial completed successfully;

else (No)

:Skip tutorial;

endif

:User fully onboarded!;

stop

@enduml

### Mermaid:

mermaid

flowchart TD

start([Start]) --> Signup[User signs up]

Signup --> EmailSent[Send verification email]

EmailSent --> VerifiedCheck{Email verified?}

VerifiedCheck -->|Yes| Profile[Proceed to Profile Completion]

VerifiedCheck -->|No| WaitVerify[Wait 24 hrs]

WaitVerify --> FollowupVerify{User verified after follow-up?}

FollowupVerify -->|Yes| Profile

FollowupVerify -->|No| RetargetEmail1[Initiate retargeting email]

RetargetEmail1 --> EndAbandon1([End])

Profile --> ProfileCheck{Profile completed?}

ProfileCheck -->|Yes| Payment[Proceed to Payment Setup]

ProfileCheck -->|No| ProfileReminder[Send reminder email after 24 hrs]

ProfileReminder --> ProfileReminderCheck{User completes profile after reminder?}

ProfileReminderCheck -->|Yes| Payment

ProfileReminderCheck -->|No| RetargetEmail2[Initiate retargeting email]

RetargetEmail2 --> EndAbandon2([End])

Payment --> PaymentCheck{Payment setup successful?}

PaymentCheck -->|Yes| TutorialOffer[Offer Optional Tutorial]

PaymentCheck -->|No| PaymentFail[Send payment failure notification & support contact]

PaymentFail --> EndAbandon3([End])

TutorialOffer --> TutorialOptIn{User opts-in to tutorial?}

TutorialOptIn -->|Yes| LaunchTutorial[Launch onboarding tutorial]

TutorialOptIn -->|No| SkipTutorial[Skip tutorial]

LaunchTutorial --> TutorialComplete[Tutorial completed successfully]

TutorialComplete --> Onboarded[User fully onboarded]

SkipTutorial --> Onboarded

Onboarded --> End([End])

### Explanation:

The diagrams illustrate a sequential onboarding flow with clear decision points at each step: email verification, profile completion, payment setup, and an optional tutorial. Exception handling paths are explicitly shown for cases such as non-verification of emails, incomplete profiles, failed payments, and abandonment at various stages. A retargeting mechanism is clearly represented via conditional loops—if a user doesn't complete critical steps within defined timeframes (24-hour waits), retargeting emails aim to re-engage users.

### Improvement Suggestions:

- Consider adding explicit timelines and frequency of retargeting actions in the diagrams.

- Represent analytics or logging actions (for tracking user drop-off points) as a parallel or integrated system.

- Include follow-up customer success interactions or manual interventions after multiple abandonment instances to maximize onboarding completion rates.

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